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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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156 hedge funds and large institutions have $514M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $470M → $514M (+$43.7M)

3% more funds holding

Funds holding: 151 → 156 (+5)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
76
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$10.8M
2
CG
Colony Group
Massachusetts
+$8.07M
3
FTUS
Flow Traders U.S.
New York
+$4.46M
4
P
Paradiem
Louisiana
+$3.24M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.62M
2
CAN
Cetera Advisor Networks
California
-$2.48M
3
Stifel Financial
Stifel Financial
Missouri
-$2.23M
4
US Bancorp
US Bancorp
Minnesota
-$1.76M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
126
Guidance Point Advisors
Massachusetts
$245K +$155 +6 +0.1%
EWM
127
Executive Wealth Management
Michigan
$242K +$594 +23 +0.2%
CSPAM
128
Cary Street Partners Asset Management
Virginia
$237K – – –
GAM
129
Gould Asset Management
California
$216K -$170K -6,570 -44%
PCH
130
PGIM Custom Harvest
New Jersey
$215K +$215K +8,313 New
KA
131
Klingman & Associates
New York
$214K -$59.7K -2,315 -22%
MML Investors Services
132
MML Investors Services
Massachusetts
$211K -$261K -10,122 -55%
KAS
133
Kestra Advisory Services
Texas
$208K +$208K +8,053 New
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K +$208K +8,078 New
PCIA
135
Prime Capital Investment Advisors
Kansas
$206K +$205K +7,957 New
SRC
136
Shufro Rose & Co
New York
$201K +$200K +7,757 New
PTC
137
Private Trust Company
Ohio
$189K -$1.57K -61 -0.8%
BONH
138
Bank of New Hampshire
New Hampshire
$176K – – –
HIA
139
Harbor Investment Advisory
Maryland
$152K – – –
PA
140
Parallel Advisors
California
$142K +$142K +5,500 New
CFGS
141
Concourse Financial Group Securities
Alabama
$137K +$7.3K +283 +6%
FRA
142
Front Row Advisors
California
$103K – – –
VCM
143
Vigilant Capital Management
Maine
$86K +$2.58K +100 +3%
AAS
144
Ameritas Advisory Services
Nebraska
$55.1K +$55K +2,133 New
TWM
145
Tradition Wealth Management
Minnesota
$55K +$155 +6 +0.3%
SPIA
146
Steward Partners Investment Advisory
New York
$50.8K – – –
BWL
147
Bogart Wealth LLC
Virginia
$39K – – –
CMP
148
Coston McIsaac & Partners
Maine
$34K – – –
FFA
149
Farther Finance Advisors
California
$21K – – –
GRP
150
Global Retirement Partners
California
$20.3K +$77 +3 +0.4%
3 4 5
6
7

IBMM Hedge Fund Activity: Q1 2023 in Review

156 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2023, worth a combined $514M — up 9.3% from $470M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMM positions and 10 closed out — a net gain of 9 holders — while 76 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $2.62M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2023, up from 151 in Q4 2022.
  • Funds reported $514M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2023, up 9.3% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2023 and 10 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $10.8M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2023 was Morgan Stanley, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2023.