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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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148 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 152 → 148 (-4)

13% less capital invested

Capital invested by funds: $490M → $426M (-$63.4M)

Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$9.99M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.22M
3
CIM
Confluence Investment Management
Missouri
+$6.57M
4
Goldman Sachs
Goldman Sachs
New York
+$6.43M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$77.7M
2
Wells Fargo
Wells Fargo
California
-$9.02M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.88M
4
LPT
Legacy Private Trust
Wisconsin
-$2.98M
5
RCA
Resonant Capital Advisors
Wisconsin
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$407K – – –
JAG
102
Journey Advisory Group
Kentucky
$404K -$129K -5,000 -24%
WA
103
Wealthstar Advisors
Texas
$404K – – –
PGAM
104
Princeton Global Asset Management
New Jersey
$381K +$19.9K +775 +6%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$376K +$1.9K +74 +0.5%
ADL
106
Asset Dedication LLC
California
$368K – – –
FAFN
107
First Affirmative Financial Network
Colorado
$366K -$13.2K -514 -3%
ACS
108
Archford Capital Strategies
Illinois
$361K -$269K -10,460 -43%
WI
109
WrapManager Inc
California
$333K -$7.15K -278 -2%
BFG
110
Beacon Financial Group
Texas
$332K +$926 +36 +0.3%
SPC
111
Sigma Planning Corp
Michigan
$322K +$46.1K +1,790 +17%
NWM
112
Northcape Wealth Management
New York
$320K -$167K -6,508 -34%
CCA
113
Cora Capital Advisors
New Jersey
$315K – – –
ST
114
Spinnaker Trust
Maine
$311K +$64.4K +2,503 +26%
CCM
115
Coldstream Capital Management
Washington
$305K +$2.42K +94 +0.8%
CGFA
116
Colton Groome Financial Advisors
North Carolina
$300K -$35K -1,360 -10%
SWA
117
Stratos Wealth Advisors
Ohio
$285K – – –
LF
118
Lantz Financial
Illinois
$285K +$8.7K +338 +3%
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$280K -$90K -3,498 -24%
CFS
120
Commonwealth Financial Services
West Virginia
$273K +$274K +10,631 New
WCM
121
WealthBridge Capital Management
Ohio
$272K -$1.44K -56 -0.5%
AWM
122
AE Wealth Management
Kansas
$270K +$270K +10,502 New
SWM
123
Stockman Wealth Management
Montana
$265K – – –
NC
124
NovaPoint Capital
Georgia
$260K – – –
RA
125
Regis Acquisition
Colorado
$258K – – –
3 4
5
6 7

IBMM Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2023, worth a combined $426M — down 13% from $490M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IBMM and 12 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 54 added.

The largest buyer was Stifel Financial, adding an estimated $9.99M. The largest seller was Colony Group, cutting an estimated $77.7M.

  • 148 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2023, down from 152 in Q2 2023.
  • Funds reported $426M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2023 and 13 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2023 was Stifel Financial, an estimated $9.99M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2023 was Colony Group, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2023.