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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

97% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 34

38% more capital invested

Capital invested by funds: $340M → $470M (+$130M)

14% more funds holding

Funds holding: 133151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Stratos Wealth Advisors
Ohio
$206K +$205K +8,002 New
GG
127
Gofen & Glossberg
Illinois
$206K
Corient Private Wealth
128
Corient Private Wealth
Florida
$206K +$205K +8,000 New
SAG
129
SageView Advisory Group
California
$203K +$202K +7,884 New
PTC
130
Private Trust Company
Ohio
$189K -$683K -26,633 -78%
BONH
131
Bank of New Hampshire
New Hampshire
$175K
HIA
132
Harbor Investment Advisory
Maryland
$151K +$116K +4,516 +333%
HS
133
Horan Securities
United States
$135K +$101K +3,924 +301%
CFGS
134
Concourse Financial Group Securities
Alabama
$129K -$5.44K -212 -4%
FRA
135
Front Row Advisors
California
$103K
VCM
136
Vigilant Capital Management
Maine
$83K +$3.85K +150 +5%
PAI
137
Pittenger & Anderson Inc
Nebraska
$55.9K +$55.7K +2,170 New
TWM
138
Tradition Wealth Management
Minnesota
$55K -$494K -19,235 -90%
SPIA
139
Steward Partners Investment Advisory
New York
$50.5K -$46.2K -1,800 -48%
BWL
140
Bogart Wealth LLC
Virginia
$38.8K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$35K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$34K +$180 +7 +0.5%
BAM
143
Belpointe Asset Management
Nevada
$30.9K +$30.8K +1,200 New
FFA
144
Farther Finance Advisors
California
$20.9K +$20.8K +811 New
GRP
145
Global Retirement Partners
California
$20.2K +$77 +3 +0.4%
HI
146
Harbour Investments
Wisconsin
$8.95K +$51 +2 +0.6%
SC
147
Stephens Consulting
Michigan
$7.91K
AF
148
Advisornet Financial
Minnesota
$4.2K
BlackRock
149
BlackRock
New York
$3.58K +$26 +1 +0.7%
SC
150
Savant Capital
Illinois
$394 +$393K +15,316 New

IBMM Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2022, worth a combined $470M — up 38% from $340M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBMM positions and 8 closed out — a net gain of 20 holders — while 67 added to existing stakes and 34 trimmed.

The largest buyer was Colony Group, adding an estimated $73.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $43.9M.

  • 151 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $470M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2022 and 8 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2022 was Colony Group, an estimated $73.6M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.