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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

164 hedge funds and large institutions have $362M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

2% more funds holding

Funds holding: 161164 (+3)

12% less capital invested

Capital invested by funds: $413M → $362M (-$51M)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
101
Raymond James Trust
Florida
$453K +$169K +6,508 +60%
HS
102
Horan Securities
United States
$438K +$80.9K +3,114 +23%
GAM
103
Gould Asset Management
California
$435K
AF
104
Allworth Financial
California
$424K -$9.14K -352 -2%
AIP
105
Ameritas Investment Partners
Nebraska
$422K -$9.17K -353 -2%
AWM
106
Apollon Wealth Management
South Carolina
$419K -$260K -10,000 -38%
DWA
107
Delta Wealth Advisors
Indiana
$419K +$80.5K +3,100 +24%
RCAG
108
Rehmann Capital Advisory Group
Michigan
$411K +$12.9K +496 +3%
Goldman Sachs
109
Goldman Sachs
New York
$398K +$397K +15,284 New
WI
110
WrapManager Inc
California
$392K +$1.53K +59 +0.4%
ADL
111
Asset Dedication LLC
California
$374K
PSIWM
112
Paradigm Strategies in Wealth Management
Minnesota
$362K -$166K -6,395 -31%
BFG
113
Beacon Financial Group
Texas
$341K +$1.69K +65 +0.5%
ST
114
Spinnaker Trust
Maine
$338K
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$324K -$406K -15,610 -56%
Citadel Advisors
116
Citadel Advisors
Florida
$320K -$3.33K -128 -1%
CCA
117
Cora Capital Advisors
New Jersey
$320K
ASN
118
Advisory Services Network
Georgia
$313K +$701 +27 +0.2%
KOMWMG
119
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$305K +$1.46K +56 +0.5%
PCIA
120
Prime Capital Investment Advisors
Kansas
$295K -$27.8K -1,069 -9%
PCH
121
PGIM Custom Harvest
New Jersey
$290K
BAM
122
Beaumont Asset Management
Texas
$284K +$283K +10,906 New
Baird Financial Group
123
Baird Financial Group
Wisconsin
$281K -$25.1K -966 -8%
MA
124
MONECO Advisors
Connecticut
$279K
RW
125
RVW Wealth
California
$278K -$84.8K -3,266 -23%

IBMM Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2024, worth a combined $362M — down 12% from $413M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 60 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $2.21M. The largest seller was Jane Street, cutting an estimated $19.2M.

  • 164 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $362M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2024 and 11 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2024 was Hills Bank & Trust, an estimated $2.21M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.