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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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152 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

5% less capital invested

Capital invested by funds: $514M → $490M (-$24.3M)

3% less funds holding

Funds holding: 156 → 152 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
56
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$4.22M
2
DSA
Droms Strauss Advisors
Missouri
+$1.59M
3
Truist Financial
Truist Financial
North Carolina
+$1.34M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$893K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$16.8M
2
FTUS
Flow Traders U.S.
New York
-$4.47M
3
NA
NewEdge Advisors
Louisiana
-$3.7M
4
LPT
Legacy Private Trust
Wisconsin
-$2.64M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
76
Peloton Wealth Strategists
Indiana
$868K – – –
CIA
77
Capital Investment Advisors
Georgia
$863K +$124K +4,806 +17%
AWM
78
Apollon Wealth Management
South Carolina
$853K +$154K +6,000 +22%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$828K -$53.6K -2,082 -6%
APP
80
Avantax Planning Partners
Iowa
$795K – – –
ASN
81
Advisory Services Network
Georgia
$780K -$44.3K -1,721 -5%
CFMC
82
Curbstone Financial Management Corp
New Hampshire
$766K – – –
Corient Private Wealth
83
Corient Private Wealth
Florida
$719K -$1.1M -42,873 -61%
GHA
84
Granite Harbor Advisors
Texas
$682K – – –
Stifel Financial
85
Stifel Financial
Missouri
$669K +$55.4K +2,153 +9%
ACS
86
Archford Capital Strategies
Illinois
$632K +$275K +10,682 +77%
VNB
87
Virginia National Bank
Virginia
$614K – – –
IWM
88
IHT Wealth Management
Illinois
$612K +$2.52K +98 +0.4%
EWS
89
Evergreen Wealth Solutions
Pennsylvania
$535K +$25K +970 +5%
JAG
90
Journey Advisory Group
Kentucky
$534K – – –
LNC
91
Lincoln National Corp
Pennsylvania
$521K +$1.21K +47 +0.2%
AFP
92
Alpha Financial Partners
Kentucky
$490K +$490K +19,041 New
NWM
93
Northcape Wealth Management
New York
$488K -$167K -6,500 -26%
CPIA
94
Cornell Pochily Investment Advisors
New York
$481K +$1.52K +59 +0.3%
HCM
95
Howland Capital Management
Massachusetts
$479K +$38.6K +1,500 +9%
AIP
96
Ameritas Investment Partners
Nebraska
$477K -$5.3K -206 -1%
WA
97
Waterford Advisors
New York
$467K – – –
CIC
98
Carnegie Investment Counsel
Ohio
$462K -$68.6K -2,667 -13%
EIA
99
Eldridge Investment Advisors
New Hampshire
$454K +$60.5K +2,351 +15%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$436K +$22.3K +865 +5%
2 3
4
5 6

IBMM Hedge Fund Activity: Q2 2023 in Review

152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2023, worth a combined $490M — down 4.7% from $514M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMM and 10 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 56 added.

The largest buyer was Colony Group, adding an estimated $4.22M. The largest seller was Cetera Advisor Networks, cutting an estimated $16.8M.

  • 152 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2023, down from 156 in Q1 2023.
  • Funds reported $490M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2023, down 4.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2023 was Colony Group, an estimated $4.22M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2023.