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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 $228M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $202M → $228M (+$25.8M)

3% less funds holding

Funds holding: 107 → 104 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
43
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$42.4M
2
CAN
Cetera Advisor Networks
California
+$15.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.6M
5
Morgan Stanley
Morgan Stanley
New York
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
2
CCA
Childress Capital Advisors
Texas
-$1.02M
3
Stifel Financial
Stifel Financial
Missouri
-$626K
4
OMC
Old Mission Capital
Illinois
-$454K
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$289K +$294K +11,134 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$287K -$4.83K -183 -2%
CIA
78
Capital Investment Advisors
Georgia
$280K +$47.8K +1,812 +20%
SWM
79
Stockman Wealth Management
Montana
$269K – – –
FIM
80
Freedom Investment Management
Connecticut
$258K +$4.48K +170 +2%
CPSC
81
Carl P. Sherr & Co
Massachusetts
$251K +$10.5K +400 +4%
CSPAM
82
Cary Street Partners Asset Management
Virginia
$238K – – –
RCAG
83
Rehmann Capital Advisory Group
Michigan
$222K -$395K -14,984 -64%
GPA
84
Guidance Point Advisors
Massachusetts
$222K +$79 +3 +0%
AM
85
Atwater Malick
Pennsylvania
$209K +$11K +416 +5%
BONH
86
Bank of New Hampshire
New Hampshire
$202K – – –
IA
87
IFP Advisors
Florida
$196K +$205K +7,788 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$153K -$17.8K -675 -10%
FRA
89
Front Row Advisors
California
$104K – – –
FNBOSM
90
First National Bank of South Miami
Florida
$86K +$29K +1,100 +50%
PGAM
91
Princeton Global Asset Management
New Jersey
$83K +$50.1K +1,900 +147%
VCM
92
Vigilant Capital Management
Maine
$76K +$15.2K +575 +25%
CIAS
93
CFS Investment Advisory Services
New Jersey
$65K +$42.4M +1,606,375 +2,284%
TWM
94
Tradition Wealth Management
Minnesota
$55K +$10.6K +403 +24%
SPIA
95
Steward Partners Investment Advisory
New York
$51K – – –
1IA
96
1834 Investment Advisors
Wisconsin
$41K – – –
BWL
97
Bogart Wealth LLC
Virginia
$39K – – –
RIM
98
Rockbridge Investment Management
New York
$24.6K – – –
BEI
99
Benjamin Edwards Inc
Missouri
$23K -$791 -30 -3%
CAAS
100
Capital Asset Advisory Services
Michigan
$14K – – –
1 2 3
4
5

IBMM Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2022, worth a combined $228M — up 13% from $202M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IBMM and 9 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 43 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $42.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $228M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $42.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2022.