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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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106 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $176M → $186M (+$10.3M)

2% more funds holding

Funds holding: 104 → 106 (+2)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
45
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LIM
Leavell Investment Management
Alabama
+$3.44M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.79M
3
Truist Financial
Truist Financial
North Carolina
+$1.72M
4
Bank of America
Bank of America
North Carolina
+$1.45M
5
AWM
Apollon Wealth Management
South Carolina
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
-$2.72M
2
SCA
Stonebridge Capital Advisors
Minnesota
-$2.57M
3
FTUS
Flow Traders U.S.
New York
-$465K
4
Citigroup
Citigroup
New York
-$294K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
76
Archford Capital Strategies
Illinois
$261K – – –
FTUS
77
Flow Traders U.S.
New York
$256K -$465K -17,214 -64%
5L
78
55I LLC
Massachusetts
$253K +$12.5K +463 +5%
MML Investors Services
79
MML Investors Services
Massachusetts
$250K +$251K +9,298 New
CSPAM
80
Cary Street Partners Asset Management
Virginia
$247K -$1.35K -50 -0.5%
KAS
81
Kestra Advisory Services
Texas
$236K +$135 +5 +0.1%
SPC
82
Sigma Planning Corp
Michigan
$227K +$459 +17 +0.2%
CPSC
83
Carl P. Sherr & Co
Massachusetts
$225K +$225K +8,335 New
COF
84
Capital One Financial
Virginia
$212K – – –
CIA
85
Capital Investment Advisors
Georgia
$208K +$209K +7,737 New
EPP
86
ETF Portfolio Partners
Kansas
$204K – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$170K +$5.11K +189 +3%
FCA
88
FinTrust Capital Advisors
South Carolina
$167K – – –
BCPWM
89
Bradley & Co Private Wealth Management
Florida
$132K – – –
GWM
90
Geneos Wealth Management
Colorado
$116K -$3.89K -144 -3%
FRA
91
Front Row Advisors
California
$108K – – –
GPA
92
Guidance Point Advisors
Massachusetts
$89K +$90.3K +3,341 New
VCM
93
Vigilant Capital Management
Maine
$63K – – –
FNBOSM
94
First National Bank of South Miami
Florida
$59K – – –
HI
95
Harbour Investments
Wisconsin
$55K -$1.92K -71 -3%
SPIA
96
Steward Partners Investment Advisory
New York
$53K -$17.7K -655 -25%
TWM
97
Tradition Wealth Management
Minnesota
$46K +$108 +4 +0.2%
1IA
98
1834 Investment Advisors
Wisconsin
$42K – – –
BWL
99
Bogart Wealth LLC
Virginia
$41K – – –
RIM
100
Rockbridge Investment Management
New York
$26K – – –
1 2 3
4
5

IBMM Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2021, worth a combined $186M — up 5.8% from $176M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMM positions and 7 closed out — a net gain of 2 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was Leavell Investment Management, adding an estimated $3.44M. The largest seller was Estate Counselors, cutting an estimated $2.72M.

  • 106 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2021, up from 104 in Q2 2021.
  • Funds reported $186M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2021 was Leavell Investment Management, an estimated $3.44M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2021 was Estate Counselors, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2021.