We are live on ! Find out more
IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

164 hedge funds and large institutions have $362M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

2% more funds holding

Funds holding: 161164 (+3)

12% less capital invested

Capital invested by funds: $413M → $362M (-$51M)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
76
Eldridge Investment Advisors
New Hampshire
$745K -$16.2K -623 -2%
SWM
77
Segment Wealth Management
Texas
$718K
4WM
78
4J Wealth Management
Virginia
$713K -$10.8K -417 -2%
SCA
79
Stonebridge Capital Advisors
Minnesota
$677K -$725K -27,899 -52%
Corient Private Wealth
80
Corient Private Wealth
Florida
$661K
TA
81
TPG Advisors
Illinois
$642K +$641K +24,656 New
APP
82
Avantax Planning Partners
Iowa
$631K +$70K +2,696 +13%
SIC
83
Sigma Investment Counselors
Michigan
$622K -$23.5K -905 -4%
HCM
84
Howland Capital Management
Massachusetts
$608K +$4.03K +155 +0.7%
GWMR
85
GC Wealth Management RIA
Massachusetts
$598K +$39.2K +1,510 +7%
Financial Engines Advisors
86
Financial Engines Advisors
California
$580K +$178K +6,852 +44%
EWS
87
Evergreen Wealth Solutions
Pennsylvania
$576K +$68.3K +2,631 +13%
BOPW
88
Brandywine Oak Private Wealth
Pennsylvania
$548K -$24.9K -958 -4%
MWM
89
Modern Wealth Management
Kansas
$541K +$269K +10,369 +100%
CFS
90
Commonwealth Financial Services
West Virginia
$539K +$108K +4,176 +25%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$538K -$144K -5,525 -21%
LF
92
Lantz Financial
Illinois
$534K -$24.6K -948 -4%
ACS
93
Archford Capital Strategies
Illinois
$526K +$47.1K +1,815 +10%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$524K
GHA
95
Granite Harbor Advisors
Texas
$521K -$165K -6,354 -24%
PPWM
96
PFG Private Wealth Management
Florida
$518K +$22K +846 +4%
PWS
97
Peloton Wealth Strategists
Indiana
$513K
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$484K
PGAM
99
Princeton Global Asset Management
New Jersey
$466K
WA
100
Waterford Advisors
New York
$458K -$5.07K -195 -1%

IBMM Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2024, worth a combined $362M — down 12% from $413M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 60 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $2.21M. The largest seller was Jane Street, cutting an estimated $19.2M.

  • 164 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $362M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2024 and 11 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2024 was Hills Bank & Trust, an estimated $2.21M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.