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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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1 hedge funds and large institutions have $940K invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 156 → 1 (-155)

100% less capital invested

Capital invested by funds: $311M → $940K (-$310M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 151

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-155
Holders Change %
-99.36%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
151
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$40.7M
2
NA
NewEdge Advisors
Louisiana
-$13.8M
3
US Bancorp
US Bancorp
Minnesota
-$13.6M
4
Morgan Stanley
Morgan Stanley
New York
-$10.2M
5
UBS Group
UBS Group
Switzerland
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
101
Archford Capital Strategies
Illinois
– -$399K -15,308 Closed
WI
102
WrapManager Inc
California
– -$381K -14,602 Closed
RCAG
103
Rehmann Capital Advisory Group
Michigan
– -$370K -14,162 Closed
WA
104
Waterford Advisors
New York
– -$353K -13,538 Closed
ADL
105
Asset Dedication LLC
California
– -$347K -13,284 Closed
BFG
106
Beacon Financial Group
Texas
– -$344K -13,181 Closed
ST
107
Spinnaker Trust
Maine
– -$338K -12,964 Closed
WCM
108
WealthBridge Capital Management
Ohio
– -$337K -12,898 Closed
CCA
109
Cora Capital Advisors
New Jersey
– -$320K -12,270 Closed
ASN
110
Advisory Services Network
Georgia
– -$313K -12,017 Closed
BAM
111
Beaumont Asset Management
Texas
– -$311K -11,906 Closed
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
– -$307K -11,759 Closed
AIP
113
Ameritas Investment Partners
Nebraska
– -$290K -11,125 Closed
PA
114
Parallel Advisors
California
– -$289K -11,063 Closed
Goldman Sachs
115
Goldman Sachs
New York
– -$285K -10,936 Closed
RW
116
RVW Wealth
California
– -$281K -10,765 Closed
MA
117
MONECO Advisors
Connecticut
– -$280K -10,727 Closed
BWFA
118
Baltimore-Washington Financial Advisors
Maryland
– -$266K -10,174 Closed
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
– -$264K -10,104 Closed
AWM
120
Apollon Wealth Management
South Carolina
– -$264K -10,100 Closed
Baird Financial Group
121
Baird Financial Group
Wisconsin
– -$261K -10,000 Closed
PCIA
122
Prime Capital Investment Advisors
Kansas
– -$258K -9,877 Closed
PTC
123
Private Trust Company
Ohio
– -$257K -9,849 Closed
PCH
124
PGIM Custom Harvest
New Jersey
– -$253K -9,682 Closed
KAS
125
Kestra Advisory Services
Texas
– -$243K -9,293 Closed
3 4
5
6 7

IBMM Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2024, worth a combined $940K — down 100% from $311M a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of IBMM and 0 opened new positions — a net loss of 151 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $40.7M sold.

  • 1 institutional investor held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2024, down from 156 in Q3 2024.
  • Funds reported $940K of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2024 and 151 closed out, a net change of -151 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2024 was Bank of America, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2024.