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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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152 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

5% less capital invested

Capital invested by funds: $514M → $490M (-$24.3M)

3% less funds holding

Funds holding: 156 → 152 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
56
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$4.22M
2
DSA
Droms Strauss Advisors
Missouri
+$1.59M
3
Truist Financial
Truist Financial
North Carolina
+$1.34M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$893K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$16.8M
2
FTUS
Flow Traders U.S.
New York
-$4.47M
3
NA
NewEdge Advisors
Louisiana
-$3.7M
4
LPT
Legacy Private Trust
Wisconsin
-$2.64M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Arrow Financial
New York
$258K – – –
Citadel Advisors
127
Citadel Advisors
Florida
$248K +$248K +9,646 New
ST
128
Spinnaker Trust
Maine
$248K – – –
HS
129
Horan Securities
United States
$245K -$7K -272 -3%
EWM
130
Executive Wealth Management
Michigan
$241K +$823 +32 +0.3%
GPA
131
Guidance Point Advisors
Massachusetts
$233K -$11K -427 -5%
GAM
132
Gould Asset Management
California
$214K -$900 -35 -0.4%
BONH
133
Bank of New Hampshire
New Hampshire
$201K +$25.7K +1,000 +15%
PTC
134
Private Trust Company
Ohio
$188K – – –
HIA
135
Harbor Investment Advisory
Maryland
$155K +$3.96K +154 +3%
PA
136
Parallel Advisors
California
$142K – – –
VCM
137
Vigilant Capital Management
Maine
$108K +$22.3K +865 +26%
FRA
138
Front Row Advisors
California
$103K – – –
OP
139
ORG Partners
Indiana
$98.9K +$98.8K +3,840 New
TWM
140
Tradition Wealth Management
Minnesota
$55K +$232 +9 +0.4%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$52K +$51.5K +2,000 New
CMP
142
Coston McIsaac & Partners
Maine
$34K – – –
FFA
143
Farther Finance Advisors
California
$33.4K +$12.5K +484 +60%
LWCFA
144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.3K +$26.2K +1,020 New
TSWM
145
Tyler-Stone Wealth Management
Ohio
$26K +$25.7K +1,000 New
GRP
146
Global Retirement Partners
California
$20.4K +$26 +1 +0.1%
SC
147
Stephens Consulting
Michigan
$18K – – –
BWL
148
Bogart Wealth LLC
Virginia
$14.6K -$24.2K -941 -62%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$9.14K +$9.13K +355 New
HI
150
Harbour Investments
Wisconsin
$9.01K +$51 +2 +0.6%
3 4 5
6
7

IBMM Hedge Fund Activity: Q2 2023 in Review

152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2023, worth a combined $490M — down 4.7% from $514M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMM and 10 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 56 added.

The largest buyer was Colony Group, adding an estimated $4.22M. The largest seller was Cetera Advisor Networks, cutting an estimated $16.8M.

  • 152 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2023, down from 156 in Q1 2023.
  • Funds reported $490M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2023, down 4.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2023 was Colony Group, an estimated $4.22M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2023.