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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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126 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

38% more capital invested

Capital invested by funds: $228M → $315M (+$87.6M)

21% more funds holding

Funds holding: 104 → 126 (+22)

Holders
126
Holders Change
+22
Holders Change %
+21.15%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
46
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$11.4M
2
Bank of America
Bank of America
North Carolina
+$7.96M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.6M
4
GT
Glenview Trust
Kentucky
+$7.59M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$41.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.64M
3
Stifel Financial
Stifel Financial
Missouri
-$1.7M
4
CIM
Confluence Investment Management
Missouri
-$916K
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
101
Carl P. Sherr & Co
Massachusetts
$251K – – –
GPA
102
Guidance Point Advisors
Massachusetts
$250K +$27.3K +1,057 +12%
CGFA
103
Colton Groome Financial Advisors
North Carolina
$249K +$247K +9,565 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$248K +$247K +9,545 New
FIM
105
Freedom Investment Management
Connecticut
$240K -$17.8K -690 -7%
EWM
106
Executive Wealth Management
Michigan
$240K -$388K -15,026 -62%
AM
107
Atwater Malick
Pennsylvania
$239K +$30.1K +1,165 +15%
CSPAM
108
Cary Street Partners Asset Management
Virginia
$238K – – –
LNC
109
Lincoln National Corp
Pennsylvania
$212K +$211K +8,147 New
GG
110
Gofen & Glossberg
Illinois
$208K +$207K +8,000 New
BONH
111
Bank of New Hampshire
New Hampshire
$202K – – –
AF
112
Arrow Financial
New York
$202K +$201K +7,770 New
IA
113
IFP Advisors
Florida
$196K – – –
FNBOSM
114
First National Bank of South Miami
Florida
$174K +$87.4K +3,381 +103%
FRA
115
Front Row Advisors
California
$104K – – –
VCM
116
Vigilant Capital Management
Maine
$91K +$15.5K +598 +21%
SPIA
117
Steward Partners Investment Advisory
New York
$51K – – –
1IA
118
1834 Investment Advisors
Wisconsin
$41K – – –
BWL
119
Bogart Wealth LLC
Virginia
$39K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$36K +$35.6K +1,376 New
HIA
121
Harbor Investment Advisory
Maryland
$23K +$23.3K +900 New
AF
122
Advisornet Financial
Minnesota
$17K +$10.2K +395 +155%
HI
123
Harbour Investments
Wisconsin
$9K +$8.91K +345 New
SC
124
Stephens Consulting
Michigan
$7.98K – – –
BlackRock
125
BlackRock
New York
$4K – – –
2 3 4
5
6

IBMM Hedge Fund Activity: Q2 2022 in Review

126 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2022, worth a combined $315M — up 38% from $228M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMM positions and 6 closed out — a net gain of 23 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $11.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $41.6M.

  • 126 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2022, up from 104 in Q1 2022.
  • Funds reported $315M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2022, up 38% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $11.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.