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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Delisted

IBMM was delisted on the 2nd of December, 2024.

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152 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

5% less capital invested

Capital invested by funds: $514M → $490M (-$24.3M)

3% less funds holding

Funds holding: 156 → 152 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
56
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$4.22M
2
DSA
Droms Strauss Advisors
Missouri
+$1.59M
3
Truist Financial
Truist Financial
North Carolina
+$1.34M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$893K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$16.8M
2
FTUS
Flow Traders U.S.
New York
-$4.47M
3
NA
NewEdge Advisors
Louisiana
-$3.7M
4
LPT
Legacy Private Trust
Wisconsin
-$2.64M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
51
Global Financial Private Client
Florida
$1.54M -$35.3K -1,373 -2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.44M -$393K -15,292 -21%
SWMG
53
Signature Wealth Management Group
Georgia
$1.42M +$57.4K +2,230 +4%
IA
54
IFP Advisors
Florida
$1.42M -$68.9K -2,679 -5%
LB
55
Leo Brokerage
Texas
$1.41M +$25.8K +1,002 +2%
SSB
56
Sandy Spring Bank
Maryland
$1.31M -$18K -700 -1%
RAG
57
RIA Advisory Group
Iowa
$1.21M +$27.2K +1,058 +2%
RHP
58
Royal Harbor Partners
Texas
$1.16M +$197K +7,657 +21%
SVWAG
59
Sound View Wealth Advisors Group
Georgia
$1.14M -$23.5K -912 -2%
PPWM
60
PFG Private Wealth Management
Florida
$1.11M – – –
SC
61
Savant Capital
Illinois
$1.1M +$1.52K +59 +0.1%
ANTB
62
AMG National Trust Bank
Colorado
$1.08M – – –
AI
63
Atria Investments
North Carolina
$1.05M -$129 -5 -0%
CAN
64
Cetera Advisor Networks
California
$1.04M -$16.8M -654,607 -94%
BOPW
65
Brandywine Oak Private Wealth
Pennsylvania
$960K -$286K -11,133 -23%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$954K – – –
AM
67
Atwater Malick
Pennsylvania
$952K +$501K +19,483 +111%
SIC
68
Sigma Investment Counselors
Michigan
$951K – – –
4WM
69
4J Wealth Management
Virginia
$927K -$179K -6,949 -16%
FAM
70
Forte Asset Management
New York
$912K – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$894K +$893K +34,716 New
VA
72
Valmark Advisers
Ohio
$886K +$191K +7,423 +28%
GSIAS
73
Garden State Investment Advisory Services
New Jersey
$883K +$369K +14,335 +72%
BSAM
74
Blue Square Asset Management
New York
$876K +$34.6K +1,346 +4%
Lido Advisors
75
Lido Advisors
California
$871K -$24.9K -966 -3%
1 2
3
4 5

IBMM Hedge Fund Activity: Q2 2023 in Review

152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2023, worth a combined $490M — down 4.7% from $514M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMM and 10 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 56 added.

The largest buyer was Colony Group, adding an estimated $4.22M. The largest seller was Cetera Advisor Networks, cutting an estimated $16.8M.

  • 152 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2023, down from 156 in Q1 2023.
  • Funds reported $490M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2023, down 4.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2023 was Colony Group, an estimated $4.22M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2023.