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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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152 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

5% less capital invested

Capital invested by funds: $514M → $490M (-$24.3M)

3% less funds holding

Funds holding: 156 → 152 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
56
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$4.22M
2
DSA
Droms Strauss Advisors
Missouri
+$1.59M
3
Truist Financial
Truist Financial
North Carolina
+$1.34M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$893K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$16.8M
2
FTUS
Flow Traders U.S.
New York
-$4.47M
3
NA
NewEdge Advisors
Louisiana
-$3.7M
4
LPT
Legacy Private Trust
Wisconsin
-$2.64M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
101
W.H. Cornerstone Investments
Massachusetts
$423K +$1.75K +68 +0.4%
AF
102
Allworth Financial
California
$408K +$9.06K +352 +2%
WA
103
Wealthstar Advisors
Texas
$405K – – –
FAFN
104
First Affirmative Financial Network
Colorado
$380K -$9.6K -373 -2%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$375K -$91.5K -3,557 -20%
ADL
106
Asset Dedication LLC
California
$371K – – –
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$371K -$97.9K -3,807 -21%
PGAM
108
Princeton Global Asset Management
New Jersey
$362K – – –
WI
109
WrapManager Inc
California
$341K -$41.4K -1,609 -11%
CGFA
110
Colton Groome Financial Advisors
North Carolina
$336K -$36.7K -1,425 -10%
BFG
111
Beacon Financial Group
Texas
$331K +$926 +36 +0.3%
CCA
112
Cora Capital Advisors
New Jersey
$316K – – –
CFG
113
Carr Financial Group
Massachusetts
$309K – – –
CIM
114
Confluence Investment Management
Missouri
$307K +$5.71K +222 +2%
CCM
115
Coldstream Capital Management
Washington
$303K +$303K +11,759 New
PCH
116
PGIM Custom Harvest
New Jersey
$291K +$77.2K +2,999 +36%
SWA
117
Stratos Wealth Advisors
Ohio
$286K – – –
PA
118
PFG Advisors
Arizona
$284K -$37.5K -1,459 -12%
PCIA
119
Prime Capital Investment Advisors
Kansas
$282K +$77.2K +2,999 +38%
LF
120
Lantz Financial
Illinois
$277K -$106K -4,128 -28%
SPC
121
Sigma Planning Corp
Michigan
$277K +$276K +10,747 New
WCM
122
WealthBridge Capital Management
Ohio
$274K -$17.2K -668 -6%
SWM
123
Stockman Wealth Management
Montana
$266K – – –
NC
124
NovaPoint Capital
Georgia
$261K – – –
RA
125
Regis Acquisition
Colorado
$259K – – –
3 4
5
6 7

IBMM Hedge Fund Activity: Q2 2023 in Review

152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2023, worth a combined $490M — down 4.7% from $514M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMM and 10 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 56 added.

The largest buyer was Colony Group, adding an estimated $4.22M. The largest seller was Cetera Advisor Networks, cutting an estimated $16.8M.

  • 152 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2023, down from 156 in Q1 2023.
  • Funds reported $490M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2023, down 4.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2023 was Colony Group, an estimated $4.22M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2023.