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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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1 hedge funds and large institutions have $940K invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 156 → 1 (-155)

100% less capital invested

Capital invested by funds: $311M → $940K (-$310M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 151

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-155
Holders Change %
-99.36%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
151
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$40.7M
2
NA
NewEdge Advisors
Louisiana
-$13.8M
3
US Bancorp
US Bancorp
Minnesota
-$13.6M
4
Morgan Stanley
Morgan Stanley
New York
-$10.2M
5
UBS Group
UBS Group
Switzerland
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
TPG Advisors
Illinois
– -$644K -24,656 Closed
SIC
77
Sigma Investment Counselors
Michigan
– -$624K -23,900 Closed
HCM
78
Howland Capital Management
Massachusetts
– -$606K -23,210 Closed
Corient Private Wealth
79
Corient Private Wealth
Florida
– -$567K -21,712 Closed
LF
80
Lantz Financial
Illinois
– -$536K -20,545 Closed
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
– -$529K -20,277 Closed
PPWM
82
PFG Private Wealth Management
Florida
– -$526K -20,136 Closed
CFS
83
Commonwealth Financial Services
West Virginia
– -$517K -19,861 Closed
APP
84
Avantax Planning Partners
Iowa
– -$515K -19,730 Closed
PWS
85
Peloton Wealth Strategists
Indiana
– -$514K -19,700 Closed
EWS
86
Evergreen Wealth Solutions
Pennsylvania
– -$512K -19,612 Closed
Creative Planning
87
Creative Planning
Kansas
– -$512K -19,602 Closed
SWM
88
Segment Wealth Management
Texas
– -$510K -19,550 Closed
SCA
89
Stonebridge Capital Advisors
Minnesota
– -$503K -19,278 Closed
WIC
90
Woodmont Investment Counsel
Tennessee
– -$483K -18,500 Closed
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
– -$472K -18,103 Closed
PGAM
92
Princeton Global Asset Management
New Jersey
– -$467K -17,904 Closed
GSIAS
93
Garden State Investment Advisory Services
New Jersey
– -$451K -17,265 Closed
HS
94
Horan Securities
United States
– -$439K -16,818 Closed
GAM
95
Gould Asset Management
California
– -$436K -16,690 Closed
AF
96
Allworth Financial
California
– -$425K -16,276 Closed
DWA
97
Delta Wealth Advisors
Indiana
– -$420K -16,100 Closed
BOPW
98
Brandywine Oak Private Wealth
Pennsylvania
– -$419K -16,069 Closed
Cerity Partners
99
Cerity Partners
New York
– -$408K -15,643 Closed
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
– -$401K -15,349 Closed
2 3
4
5 6

IBMM Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2024, worth a combined $940K — down 100% from $311M a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of IBMM and 0 opened new positions — a net loss of 151 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $40.7M sold.

  • 1 institutional investor held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2024, down from 156 in Q3 2024.
  • Funds reported $940K of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2024 and 151 closed out, a net change of -151 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2024 was Bank of America, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2024.