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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

98 hedge funds and large institutions have $160M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $145M → $160M (+$15.9M)

3% more funds holding

Funds holding: 9598 (+3)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
48
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
76
Cary Street Partners Asset Management
Virginia
$208K +$9.93K +367 +0.5%
MML Investors Services
77
MML Investors Services
Massachusetts
$207K +$207K +7,668 New
EPP
78
ETF Portfolio Partners
Kansas
$204K
Citigroup
79
Citigroup
New York
$197K
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$178K -$2.54K -94 -1%
FCA
81
FinTrust Capital Advisors
South Carolina
$168K
BCPWM
82
Bradley & Co Private Wealth Management
Florida
$133K +$133K +4,911 New
GWM
83
Geneos Wealth Management
Colorado
$116K
FRA
84
Front Row Advisors
California
$108K
AIC
85
Ameritas Investment Company
Nebraska
$79.4K +$79.5K +2,940 New
SPIA
86
Steward Partners Investment Advisory
New York
$70.6K
FNBOSM
87
First National Bank of South Miami
Florida
$59K
HI
88
Harbour Investments
Wisconsin
$58K +$58.6K +2,165 New
TWM
89
Tradition Wealth Management
Minnesota
$46K +$27 +1 +0.1%
1IA
90
1834 Investment Advisors
Wisconsin
$42K
BWL
91
Bogart Wealth LLC
Virginia
$41K
VCM
92
Vigilant Capital Management
Maine
$41K +$2.71K +100 +7%
RIM
93
Rockbridge Investment Management
New York
$26K
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
$26K +$26K +961 New
PGAM
95
Princeton Global Asset Management
New Jersey
$25K +$25K +924 New
BEI
96
Benjamin Edwards Inc
Missouri
$17K +$8.57K +317 +107%
EIP
97
Ellis Investment Partners
Pennsylvania
$14K +$27 +1 +0.2%
KFAA
98
Klaas Financial Asset Advisors
Illinois
$10K +$9.98K +369 New
CDIA
99
Capital Directions Investment Advisors
Georgia
-$925K -34,128 Closed
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
-$802K -29,587 Closed

IBMM Hedge Fund Activity: Q1 2021 in Review

98 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2021, worth a combined $160M — up 11% from $145M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMM positions and 8 closed out — a net gain of 4 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Leavell Investment Management, adding an estimated $2.41M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $925K sold.

  • 98 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2021, up from 95 in Q4 2020.
  • Funds reported $160M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2021 and 8 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2021 was Leavell Investment Management, an estimated $2.41M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2021 was Capital Directions Investment Advisors, an estimated $925K sold.

Based on aggregated 13F filings for Q1 2021.