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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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133 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

82% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $315M → $340M (+$25M)

6% more funds holding

Funds holding: 126 → 133 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$44.1M
2
SL
Salomon & Ludwin
Virginia
+$11.1M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.17M
4
OMC
Old Mission Capital
Illinois
+$4.22M
5
RCA
Resonant Capital Advisors
Wisconsin
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$10.9M
2
ACIM
Azimuth Capital Investment Management
Michigan
-$2.82M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.16M
4
P
Paradiem
Louisiana
-$1.59M
5
FTUS
Flow Traders U.S.
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNB
76
Virginia National Bank
Virginia
$638K -$340K -13,128 -34%
AIP
77
Ameritas Investment Partners
Nebraska
$613K +$8.14K +314 +1%
SVWAG
78
Sound View Wealth Advisors Group
Georgia
$588K -$39.6K -1,530 -6%
ST
79
Spinnaker Trust
Maine
$582K -$338K -13,032 -36%
RHP
80
Royal Harbor Partners
Texas
$577K +$586K +22,619 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$557K +$301K +11,610 +114%
TWM
82
Tradition Wealth Management
Minnesota
$545K +$155 +6 +0%
IA
83
IFP Advisors
Florida
$517K +$329K +12,707 +163%
RCAG
84
Rehmann Capital Advisory Group
Michigan
$473K -$4.22K -163 -0.9%
CPIA
85
Cornell Pochily Investment Advisors
New York
$453K +$1.06K +41 +0.2%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$413K +$173K +6,659 +70%
WSTAM
87
Wilbanks Smith & Thomas Asset Management
Virginia
$401K -$10.9M -419,359 -96%
WA
88
Wealthstar Advisors
Texas
$401K +$55.6K +2,147 +16%
ASN
89
Advisory Services Network
Georgia
$379K +$985 +38 +0.3%
BWM
90
BCS Wealth Management
Tennessee
$366K – – –
PGAM
91
Princeton Global Asset Management
New Jersey
$358K – – –
AM
92
Atwater Malick
Pennsylvania
$353K +$120K +4,632 +50%
AFP
93
Ausdal Financial Partners
Iowa
$350K +$1.89K +73 +0.5%
MML Investors Services
94
MML Investors Services
Massachusetts
$345K -$18.3K -705 -5%
ADL
95
Asset Dedication LLC
California
$344K -$3.42K -132 -1%
LIA
96
LBMC Investment Advisors
Tennessee
$344K +$350K +13,504 New
LNC
97
Lincoln National Corp
Pennsylvania
$333K +$128K +4,924 +60%
KA
98
Klingman & Associates
New York
$329K +$75.1K +2,900 +29%
PA
99
PFG Advisors
Arizona
$325K -$51.7K -1,995 -14%
BFG
100
Beacon Financial Group
Texas
$325K +$330K +12,747 New
2 3
4
5 6

IBMM Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2022, worth a combined $340M — up 7.9% from $315M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMM positions and 8 closed out — a net gain of 9 holders — while 62 added to existing stakes and 34 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $44.1M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $10.9M.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2022, up from 126 in Q2 2022.
  • Funds reported $340M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2022 and 8 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $44.1M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2022.