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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

95 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

20% more funds holding

Funds holding: 7995 (+16)

18% more capital invested

Capital invested by funds: $122M → $145M (+$22.5M)

Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
37
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
76
FormulaFolio Investments
Michigan
$210K +$209K +7,738 New
SPC
77
Sigma Planning Corp
Michigan
$209K +$209K +7,729 New
EPP
78
ETF Portfolio Partners
Kansas
$205K
Citigroup
79
Citigroup
New York
$198K
CSPAM
80
Cary Street Partners Asset Management
Virginia
$193K +$1.82M +67,122 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$181K +$28.7K +1,059 +19%
FCA
82
FinTrust Capital Advisors
South Carolina
$168K
GWM
83
Geneos Wealth Management
Colorado
$116K
FRA
84
Front Row Advisors
California
$108K
IA
85
IFP Advisors
Florida
$103K
SPIA
86
Steward Partners Investment Advisory
New York
$71K
FNBOSM
87
First National Bank of South Miami
Florida
$59K +$59.4K +2,196 New
TWM
88
Tradition Wealth Management
Minnesota
$46K +$46K +1,700 New
1IA
89
1834 Investment Advisors
Wisconsin
$42K -$195K -7,205 -82%
BWL
90
Bogart Wealth LLC
Virginia
$40K
VCM
91
Vigilant Capital Management
Maine
$38K +$17.5K +645 +84%
RIM
92
Rockbridge Investment Management
New York
$26K
EIP
93
Ellis Investment Partners
Pennsylvania
$14K +$54 +2 +0.4%
BEI
94
Benjamin Edwards Inc
Missouri
$8K +$379 +14 +5%
ASN
95
Advisory Services Network
Georgia
$6K -$45.4K -1,677 -88%
WCG
96
Weaver Consulting Group
California
-$33K -1,220 Closed
BlackRock
97
BlackRock
New York
-$4K -135 Closed

IBMM Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2020, worth a combined $145M — up 18% from $122M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 2 closed out — a net gain of 16 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Azimuth Capital Management, opening a new position worth an estimated $3.53M. The largest seller was Jane Street, cutting an estimated $1.46M.

  • 95 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $145M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2020 and 2 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2020 was Azimuth Capital Management, an estimated $3.53M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2020 was Jane Street, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2020.