iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
126 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 6 closing their positions.
383% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 6
84% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 25
38% more capital invested
Capital invested by funds: $228M → $315M (+$87.6M)
21% more funds holding
Funds holding: 104 → 126 (+22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$11.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.96M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.6M |
| 4 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$7.59M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$7.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$41.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.64M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.7M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$916K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$713K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
126
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$713K | -27,414 | Closed |
|
|
CA
127
CGN Advisors
Manhattan,
Kansas
| – | -$490K | -18,863 | Closed |
|
128
Ameriprise
Minneapolis,
Minnesota
| – | -$289K | -11,134 | Closed |
|
|
RIM
129
Rockbridge Investment Management
Syracuse,
New York
| – | -$24.6K | -950 | Closed |
|
|
BEI
130
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$23K | -876 | Closed |
|
|
CAAS
131
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$14K | -548 | Closed |
|
IBMM Hedge Fund Activity: Q2 2022 in Review
126 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2022, worth a combined $315M — up 38% from $228M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IBMM positions and 6 closed out — a net gain of 23 holders — while 46 added to existing stakes and 25 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $11.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $41.6M.
- 126 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2022, up from 104 in Q1 2022.
- Funds reported $315M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2022, up 38% quarter-over-quarter.
- 29 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $11.4M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $41.6M sold.
Based on aggregated 13F filings for Q2 2022.