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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

133 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

82% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $315M → $340M (+$25M)

6% more funds holding

Funds holding: 126133 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
62
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$312K +$317K +12,228 New
WI
102
WrapManager Inc
California
$311K -$5.36K -207 -2%
CIA
103
Capital Investment Advisors
Georgia
$299K +$9.98K +385 +3%
FAFN
104
First Affirmative Financial Network
Colorado
$296K -$77.4K -2,987 -20%
ACS
105
Archford Capital Strategies
Illinois
$286K -$24.6K -950 -8%
SWM
106
Stockman Wealth Management
Montana
$263K
GPA
107
Guidance Point Advisors
Massachusetts
$262K +$17.4K +671 +7%
NC
108
NovaPoint Capital
Georgia
$259K +$2.67K +103 +1%
CPSC
109
Carl P. Sherr & Co
Massachusetts
$247K
JWCA
110
J.W. Cole Advisors
Florida
$244K +$248K +9,559 New
FIM
111
Freedom Investment Management
Connecticut
$242K +$5.93K +229 +2%
CGFA
112
Colton Groome Financial Advisors
North Carolina
$239K -$5.05K -195 -2%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$235K +$239K +9,215 New
CSPAM
114
Cary Street Partners Asset Management
Virginia
$233K
SWM
115
Segment Wealth Management
Texas
$214K +$218K +8,400 New
GG
116
Gofen & Glossberg
Illinois
$204K
AF
117
Arrow Financial
New York
$198K
BONH
118
Bank of New Hampshire
New Hampshire
$174K -$24.6K -950 -12%
CFGS
119
Concourse Financial Group Securities
Alabama
$134K +$136K +5,241 New
FRA
120
Front Row Advisors
California
$102K
SPIA
121
Steward Partners Investment Advisory
New York
$96K +$46.6K +1,800 +92%
VCM
122
Vigilant Capital Management
Maine
$79K -$10.8K -418 -12%
BWL
123
Bogart Wealth LLC
Virginia
$38K
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$35K
HIA
125
Harbor Investment Advisory
Maryland
$35K +$11.8K +457 +51%

IBMM Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2022, worth a combined $340M — up 7.9% from $315M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMM positions and 8 closed out — a net gain of 9 holders — while 62 added to existing stakes and 34 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $44.1M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $10.9M.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2022, up from 126 in Q2 2022.
  • Funds reported $340M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2022 and 8 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $44.1M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2022.