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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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104 hedge funds and large institutions have $176M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $160M → $176M (+$15.5M)

6% more funds holding

Funds holding: 98 → 104 (+6)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.98M
2
SCA
Stonebridge Capital Advisors
Minnesota
+$2.57M
3
Creative Planning
Creative Planning
Kansas
+$1.14M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.06M
5
Bank of America
Bank of America
North Carolina
+$997K

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$2.5M
2
CSPAM
Cary Street Partners Asset Management
Virginia
-$1.57M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.4M
4
Wells Fargo
Wells Fargo
California
-$345K
5
DADC
D.A. Davidson & Co
Montana
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$236K +$10.1K +375 +4%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$229K – – –
SPC
78
Sigma Planning Corp
Michigan
$227K +$18K +665 +9%
WA
79
Wealthstar Advisors
Texas
$217K +$217K +8,016 New
COF
80
Capital One Financial
Virginia
$212K – – –
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$210K +$211K +7,793 New
BCM
82
Brookstone Capital Management
Illinois
$204K -$5.16K -191 -2%
EPP
83
ETF Portfolio Partners
Kansas
$204K – – –
FCA
84
FinTrust Capital Advisors
South Carolina
$168K – – –
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$165K -$12.7K -469 -7%
ASN
86
Advisory Services Network
Georgia
$141K +$141K +5,231 New
BCPWM
87
Bradley & Co Private Wealth Management
Florida
$133K – – –
GWM
88
Geneos Wealth Management
Colorado
$120K +$3.89K +144 +3%
FRA
89
Front Row Advisors
California
$108K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$71K – – –
VCM
91
Vigilant Capital Management
Maine
$63K +$22.2K +820 +54%
FNBOSM
92
First National Bank of South Miami
Florida
$59K – – –
HI
93
Harbour Investments
Wisconsin
$57K -$1.76K -65 -3%
TWM
94
Tradition Wealth Management
Minnesota
$46K +$108 +4 +0.2%
1IA
95
1834 Investment Advisors
Wisconsin
$42K – – –
BWL
96
Bogart Wealth LLC
Virginia
$41K – – –
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$26K – – –
RIM
98
Rockbridge Investment Management
New York
$26K – – –
PGAM
99
Princeton Global Asset Management
New Jersey
$25K – – –
BEI
100
Benjamin Edwards Inc
Missouri
$18K +$1.03K +38 +6%
1 2 3
4
5

IBMM Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2021, worth a combined $176M — up 9.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMM positions and 5 closed out — a net gain of 6 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.98M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $2.5M sold.

  • 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2021, up from 98 in Q1 2021.
  • Funds reported $176M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2021, up 9.7% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2021 was Jane Street, an estimated $2.98M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2021 was Signature Estate & Investment Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2021.