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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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159 hedge funds and large institutions have $456M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

7% more funds holding

Funds holding: 148 → 159 (+11)

7% more capital invested

Capital invested by funds: $426M → $456M (+$29.5M)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$40.9M
2
KCM
Kathmere Capital Management
Pennsylvania
+$12.6M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
+$3.6M
4
RFC
Regions Financial Corp
Alabama
+$2.68M
5
CIA
Covington Investment Advisors
Pennsylvania
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$9.45M
3
Stifel Financial
Stifel Financial
Missouri
-$3.51M
4
Goldman Sachs
Goldman Sachs
New York
-$2.85M
5
GA
Gateway Advisory
New Jersey
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
MONECO Advisors
Connecticut
$278K +$277K +10,727 New
SWM
127
Stockman Wealth Management
Montana
$268K – – –
KOMWMG
128
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K +$265K +10,277 New
NC
129
NovaPoint Capital
Georgia
$263K – – –
RA
130
Regis Acquisition
Colorado
$260K – – –
PA
131
Parallel Advisors
California
$259K – – –
WCM
132
WealthBridge Capital Management
Ohio
$253K -$21.5K -834 -8%
AF
133
Arrow Financial
New York
$237K -$22.1K -857 -9%
SWP
134
Summit Wealth Partners
Florida
$228K +$227K +8,807 New
ATC
135
Argent Trust Co
Tennessee
$226K – – –
PTC
136
Private Trust Company
Ohio
$226K -$7.2K -279 -3%
PAG
137
Private Advisor Group
New Jersey
$222K +$221K +8,557 New
CSPAM
138
Cary Street Partners Asset Management
Virginia
$217K +$10.1K +390 +5%
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$217K +$10.1K +390 +5%
NWM
140
Northcape Wealth Management
New York
$215K -$107K -4,138 -33%
SP
141
Stablepoint Partners
Massachusetts
$206K +$205K +7,963 New
BONH
142
Bank of New Hampshire
New Hampshire
$202K – – –
ATPW
143
Ashton Thomas Private Wealth
Arizona
$202K +$201K +7,785 New
HIA
144
Harbor Investment Advisory
Maryland
$169K – – –
FRA
145
Front Row Advisors
California
$104K – – –
OP
146
ORG Partners
Indiana
$99.6K – – –
TWM
147
Tradition Wealth Management
Minnesota
$72K +$335 +13 +0.5%
PS
148
Principal Securities
Iowa
$69.2K +$68.9K +2,669 New
VAMG
149
Voisard Asset Management Group
Michigan
$44.5K +$44.2K +1,715 New
BEI
150
Benjamin Edwards Inc
Missouri
$38K -$19.2K -744 -34%
3 4 5
6
7

IBMM Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2023, worth a combined $456M — up 6.9% from $426M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBMM positions and 8 closed out — a net gain of 13 holders — while 54 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $40.9M. The largest seller was Jane Street, cutting an estimated $11.4M.

  • 159 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $456M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2023, up 6.9% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2023 and 8 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $40.9M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2023 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.