iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
106 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 7 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 26
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $176M → $186M (+$10.3M)
2% more funds holding
Funds holding: 104 → 106 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$3.44M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$1.79M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$2.72M |
| 2 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$2.57M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$465K |
| 4 |
Citigroup
New York
|
-$294K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGAM
101
Princeton Global Asset Management
Princeton,
New Jersey
| $25K | – | – | – |
|
|
BEI
102
Benjamin Edwards Inc
Clayton,
Missouri
| $23K | +$5.94K | +220 | +34% |
|
|
CAAS
103
Capital Asset Advisory Services
Williamston,
Michigan
| $15K | – | – | – |
|
|
KFAA
104
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $10K | – | – | – |
|
105
Fidelity Investments
Boston,
Massachusetts
| $7K | – | – | – |
|
106
BlackRock
New York
| $4K | +$3.65K | +135 | New |
|
|
107
Citigroup
New York
| – | -$294K | -10,900 | Closed |
|
|
108
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$229K | -8,480 | Closed |
|
109
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$210K | -7,793 | Closed |
|
|
BCM
110
Brookstone Capital Management
Wheaton,
Illinois
| – | -$204K | -7,550 | Closed |
|
|
ASN
111
Advisory Services Network
Atlanta,
Georgia
| – | -$141K | -5,231 | Closed |
|
|
CSPIA
112
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$26K | -961 | Closed |
|
|
EIP
113
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$13K | -506 | Closed |
|
IBMM Hedge Fund Activity: Q3 2021 in Review
106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2021, worth a combined $186M — up 5.8% from $176M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMM positions and 7 closed out — a net gain of 2 holders — while 45 added to existing stakes and 26 trimmed.
The largest buyer was Leavell Investment Management, adding an estimated $3.44M. The largest seller was Estate Counselors, cutting an estimated $2.72M.
- 106 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2021, up from 104 in Q2 2021.
- Funds reported $186M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2021, up 5.8% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2021 was Leavell Investment Management, an estimated $3.44M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2021 was Estate Counselors, an estimated $2.72M sold.
Based on aggregated 13F filings for Q3 2021.