iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
79 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 4 reducing their positions, and 6 closing their positions.
1,125% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
32% more capital invested
Capital invested by funds: $92.5M → $122M (+$29.6M)
8% more funds holding
Funds holding: 73 → 79 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.13M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.39M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.85M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$2.51M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.5M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$477K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$400K |
| 4 |
Jane Street
New York
|
-$380K |
| 5 |
DP
Denver PWM
Denver,
Colorado
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EIP
76
Ellis Investment Partners
Berwyn,
Pennsylvania
| $13K | +$27 | +1 | +0.2% |
|
|
BEI
77
Benjamin Edwards Inc
Clayton,
Missouri
| $8K | +$4.09K | +151 | +114% |
|
78
BlackRock
New York
| $4K | – | – | – |
|
|
FCA
79
FinTrust Capital Advisors
Greenville,
South Carolina
| $168 | – | – | – |
|
|
80
Citadel Advisors
Miami,
Florida
| – | -$2.5M | -92,805 | Closed |
|
|
FTUS
81
Flow Traders U.S.
New York
| – | -$400K | -14,820 | Closed |
|
|
DP
82
Denver PWM
Denver,
Colorado
| – | -$222K | -8,244 | Closed |
|
|
OPS
83
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$161K | -5,974 | Closed |
|
|
PA
84
Procyon Advisors
Shelton,
Connecticut
| – | -$9K | -326 | Closed |
|
|
TF
85
TimeScale Financial
Danvers,
Massachusetts
| – | -$3K | -100 | Closed |
|
IBMM Hedge Fund Activity: Q3 2020 in Review
79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2020, worth a combined $122M — up 32% from $92.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBMM positions and 6 closed out — a net gain of 6 holders — while 49 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.5M sold.
- 79 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2020, up from 73 in Q2 2020.
- Funds reported $122M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $5.13M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $2.5M sold.
Based on aggregated 13F filings for Q3 2020.