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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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126 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

38% more capital invested

Capital invested by funds: $228M → $315M (+$87.6M)

21% more funds holding

Funds holding: 104 → 126 (+22)

Holders
126
Holders Change
+22
Holders Change %
+21.15%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
46
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$11.4M
2
Bank of America
Bank of America
North Carolina
+$7.96M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.6M
4
GT
Glenview Trust
Kentucky
+$7.59M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$41.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.64M
3
Stifel Financial
Stifel Financial
Missouri
-$1.7M
4
CIM
Confluence Investment Management
Missouri
-$916K
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$556K +$497K +19,250 +910%
SWMG
77
Signature Wealth Management Group
Georgia
$550K +$546K +21,140 New
APA
78
American Portfolios Advisors
New York
$516K -$338K -13,075 -40%
DSA
79
Droms Strauss Advisors
Missouri
$513K +$508K +19,671 New
RCAG
80
Rehmann Capital Advisory Group
Michigan
$487K +$263K +10,179 +119%
CPIA
81
Cornell Pochily Investment Advisors
New York
$461K +$458K +17,722 New
AWM
82
Altium Wealth Management
New York
$448K -$113K -4,379 -20%
ASN
83
Advisory Services Network
Georgia
$386K +$310 +12 +0.1%
PA
84
PFG Advisors
Arizona
$383K -$149K -5,748 -28%
FAFN
85
First Affirmative Financial Network
Colorado
$380K -$11.4K -443 -3%
BWM
86
BCS Wealth Management
Tennessee
$373K – – –
MML Investors Services
87
MML Investors Services
Massachusetts
$370K +$66.3K +2,566 +22%
PGAM
88
Princeton Global Asset Management
New Jersey
$365K +$280K +10,848 +339%
AFP
89
Ausdal Financial Partners
Iowa
$355K -$261K -10,082 -42%
ADL
90
Asset Dedication LLC
California
$353K – – –
WA
91
Wealthstar Advisors
Texas
$353K – – –
EVM
92
Eaton Vance Management
Massachusetts
$341K +$339K +13,134 New
WI
93
WrapManager Inc
California
$323K -$2.15K -83 -0.7%
ACS
94
Archford Capital Strategies
Illinois
$316K – – –
CIA
95
Capital Investment Advisors
Georgia
$295K +$14.3K +554 +5%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$287K +$672 +26 +0.2%
SWM
97
Stockman Wealth Management
Montana
$269K – – –
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$266K +$264K +10,214 New
NC
99
NovaPoint Capital
Georgia
$261K +$259K +10,033 New
KA
100
Klingman & Associates
New York
$260K +$258K +9,988 New
2 3
4
5 6

IBMM Hedge Fund Activity: Q2 2022 in Review

126 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2022, worth a combined $315M — up 38% from $228M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMM positions and 6 closed out — a net gain of 23 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $11.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $41.6M.

  • 126 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2022, up from 104 in Q1 2022.
  • Funds reported $315M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2022, up 38% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $11.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.