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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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164 hedge funds and large institutions have $362M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

2% more funds holding

Funds holding: 161 → 164 (+3)

12% less capital invested

Capital invested by funds: $413M → $362M (-$51M)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
+$2.21M
2
PA
PSI Advisors
Florida
+$1.94M
3
VA
Valmark Advisers
Ohio
+$1.26M
4
Bank of America
Bank of America
North Carolina
+$1.18M
5
SWP
Stratos Wealth Partners
Ohio
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$19.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$9.47M
3
Morgan Stanley
Morgan Stanley
New York
-$8.14M
4
HighTower Advisors
HighTower Advisors
Illinois
-$7.31M
5
SCG
Sonata Capital Group
Washington
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
126
Regis Acquisition
Colorado
$262K – – –
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$262K +$1.14K +44 +0.4%
PA
128
Parallel Advisors
California
$260K – – –
PAG
129
Private Advisor Group
New Jersey
$248K +$247K +9,507 New
WCM
130
WealthBridge Capital Management
Ohio
$246K -$4.26K -164 -2%
SWM
131
Stockman Wealth Management
Montana
$241K – – –
KAS
132
Kestra Advisory Services
Texas
$241K +$241K +9,264 New
AF
133
Arrow Financial
New York
$240K – – –
SWP
134
Summit Wealth Partners
Florida
$229K – – –
BWFA
135
Baltimore-Washington Financial Advisors
Maryland
$229K +$228K +8,795 New
S
136
SignatureFD
Georgia
$229K +$228K +8,793 New
ATC
137
Argent Trust Co
Tennessee
$227K – – –
RPSA
138
Richard P. Slaughter Associates
Texas
$227K +$226K +8,709 New
CSPAM
139
Cary Street Partners Asset Management
Virginia
$223K +$5.46K +210 +3%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$223K +$5.46K +210 +3%
MML Investors Services
141
MML Investors Services
Massachusetts
$219K +$219K +8,426 New
PTC
142
Private Trust Company
Ohio
$218K – – –
CGFA
143
Colton Groome Financial Advisors
North Carolina
$217K -$1.95K -75 -0.9%
HF
144
HRT Financial
New York
$216K +$215K +8,294 New
BONH
145
Bank of New Hampshire
New Hampshire
$203K – – –
HIA
146
Harbor Investment Advisory
Maryland
$197K +$27.8K +1,071 +16%
FRA
147
Front Row Advisors
California
$104K – – –
OP
148
ORG Partners
Indiana
$99.8K +$99.8K +3,840 New
PS
149
Principal Securities
Iowa
$77.7K +$779 +30 +1%
IAIM
150
International Assets Investment Management
Florida
$52.6K +$52.4K +2,019 New
3 4 5
6
7

IBMM Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2024, worth a combined $362M — down 12% from $413M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 60 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $2.21M. The largest seller was Jane Street, cutting an estimated $19.2M.

  • 164 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $362M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2024 and 11 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2024 was Hills Bank & Trust, an estimated $2.21M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.