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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

164 hedge funds and large institutions have $362M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

2% more funds holding

Funds holding: 161164 (+3)

12% less capital invested

Capital invested by funds: $413M → $362M (-$51M)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$1.58M -$464K -17,862 -23%
SWMG
52
Signature Wealth Management Group
Georgia
$1.36M -$208 -8 -0%
CIA
53
Capital Investment Advisors
Georgia
$1.32M +$187K +7,184 +17%
AI
54
Atria Investments
North Carolina
$1.16M +$71.4K +2,750 +7%
IA
55
IFP Advisors
Florida
$1.15M +$3.58K +138 +0.3%
CCM
56
Coldstream Capital Management
Washington
$1.12M +$403K +15,519 +56%
LWL
57
Leo Wealth LLC
Texas
$1.12M +$961 +37 +0.1%
ANTB
58
AMG National Trust Bank
Colorado
$1.1M
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.06M +$1.05M +40,565 New
SSB
60
Sandy Spring Bank
Maryland
$1.05M -$76.2K -2,934 -7%
CIM
61
Confluence Investment Management
Missouri
$1.05M +$135K +5,180 +15%
SC
62
Savant Capital
Illinois
$1.03M -$5.51K -212 -0.5%
KPWS
63
Kestra Private Wealth Services
Texas
$1.01M -$682K -26,245 -40%
TWP
64
Triad Wealth Partners
Kansas
$1M +$1M +38,550 New
Deutsche Bank
65
Deutsche Bank
Germany
$971K -$437K -16,835 -31%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$968K +$1.04K +40 +0.1%
CIAS
67
CFS Investment Advisory Services
New Jersey
$945K -$328K -12,644 -26%
WIC
68
Woodmont Investment Counsel
Tennessee
$895K -$286K -11,000 -24%
Stifel Financial
69
Stifel Financial
Missouri
$894K -$170K -6,525 -16%
GFPC
70
Global Financial Private Client
Florida
$873K +$17.2K +664 +2%
BSAM
71
Blue Square Asset Management
New York
$863K -$43.9K -1,691 -5%
FTUS
72
Flow Traders U.S.
New York
$850K -$417K -16,060 -33%
GSIAS
73
Garden State Investment Advisory Services
New Jersey
$829K +$182 +7 +0%
FFG
74
Foundry Financial Group
New Hampshire
$776K -$57.9K -2,230 -7%
Creative Planning
75
Creative Planning
Kansas
$775K -$591K -22,766 -43%

IBMM Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2024, worth a combined $362M — down 12% from $413M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 60 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $2.21M. The largest seller was Jane Street, cutting an estimated $19.2M.

  • 164 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $362M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2024 and 11 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2024 was Hills Bank & Trust, an estimated $2.21M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.