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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

97% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 34

38% more capital invested

Capital invested by funds: $340M → $470M (+$130M)

14% more funds holding

Funds holding: 133151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
101
Granite Harbor Advisors
Texas
$384K +$383K +14,910 New
LF
102
Lantz Financial
Illinois
$372K +$371K +14,441 New
HCM
103
Howland Capital Management
Massachusetts
$363K +$362K +14,100 New
EIA
104
Eldridge Investment Advisors
New Hampshire
$363K +$361K +14,083 New
PGAM
105
Princeton Global Asset Management
New Jersey
$362K
ACS
106
Archford Capital Strategies
Illinois
$361K +$72.6K +2,829 +25%
ADL
107
Asset Dedication LLC
California
$348K
LNC
108
Lincoln National Corp
Pennsylvania
$332K -$4.57K -178 -1%
AFP
109
Ausdal Financial Partners
Iowa
$332K -$21.7K -844 -6%
BFG
110
Beacon Financial Group
Texas
$329K +$821 +32 +0.3%
ST
111
Spinnaker Trust
Maine
$319K -$267K -10,425 -46%
PA
112
PFG Advisors
Arizona
$317K -$11.6K -454 -4%
MC
113
Moors & Cabot
Massachusetts
$315K
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$314K -$103K -4,000 -25%
CFG
115
Carr Financial Group
Massachusetts
$309K +$308K +12,000 New
KA
116
Klingman & Associates
New York
$273K -$58.9K -2,295 -18%
CGFA
117
Colton Groome Financial Advisors
North Carolina
$272K +$30.1K +1,175 +13%
SWM
118
Stockman Wealth Management
Montana
$266K
NC
119
NovaPoint Capital
Georgia
$261K
AF
120
Arrow Financial
New York
$246K +$45.4K +1,770 +23%
WCM
121
WealthBridge Capital Management
Ohio
$246K +$245K +9,544 New
GPA
122
Guidance Point Advisors
Massachusetts
$243K -$21.6K -840 -8%
EWM
123
Executive Wealth Management
Michigan
$240K +$233K +9,077 +3,846%
CSPAM
124
Cary Street Partners Asset Management
Virginia
$236K
SWM
125
Segment Wealth Management
Texas
$216K

IBMM Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2022, worth a combined $470M — up 38% from $340M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBMM positions and 8 closed out — a net gain of 20 holders — while 67 added to existing stakes and 34 trimmed.

The largest buyer was Colony Group, adding an estimated $73.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $43.9M.

  • 151 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $470M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2022 and 8 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2022 was Colony Group, an estimated $73.6M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.