iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
104 hedge funds and large institutions have $176M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 5 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 22
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $160M → $176M (+$15.5M)
6% more funds holding
Funds holding: 98 → 104 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.98M |
| 2 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$2.57M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$1.14M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.06M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$997K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$2.5M |
| 2 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$1.57M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$345K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$291K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
101
Capital Asset Advisory Services
Williamston,
Michigan
| $15K | +$14.8K | +548 | New |
|
|
EIP
102
Ellis Investment Partners
Berwyn,
Pennsylvania
| $13K | +$27 | +1 | +0.2% |
|
|
KFAA
103
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $10K | – | – | – |
|
104
Fidelity Investments
Boston,
Massachusetts
| $7K | +$6.56K | +243 | New |
|
|
SEIA
105
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$2.5M | -92,539 | Closed |
|
|
DADC
106
D.A. Davidson & Co
Great Falls,
Montana
| – | -$291K | -10,763 | Closed |
|
|
KA
107
Klingman & Associates
New York
| – | -$240K | -8,880 | Closed |
|
108
MML Investors Services
Springfield,
Massachusetts
| – | -$207K | -7,668 | Closed |
|
|
AIC
109
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$79.4K | -2,940 | Closed |
|
IBMM Hedge Fund Activity: Q2 2021 in Review
104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2021, worth a combined $176M — up 9.7% from $160M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMM positions and 5 closed out — a net gain of 6 holders — while 49 added to existing stakes and 22 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.98M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $2.5M sold.
- 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2021, up from 98 in Q1 2021.
- Funds reported $176M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2021, up 9.7% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2021 was Jane Street, an estimated $2.98M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2021 was Signature Estate & Investment Advisors, an estimated $2.5M sold.
Based on aggregated 13F filings for Q2 2021.