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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 $311M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 164 → 156 (-8)

14% less capital invested

Capital invested by funds: $362M → $311M (-$50.3M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

44% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 73

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
41
Reduced
73
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCG
Sonata Capital Group
Washington
+$2.78M
2
TWP
Triad Wealth Partners
Kansas
+$1M
3
SG
Strid Group
Pennsylvania
+$900K
4
Citadel Advisors
Citadel Advisors
Florida
+$795K
5
PA
PSI Advisors
Florida
+$503K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
-$14.7M
2
Jane Street
Jane Street
New York
-$10.2M
3
Bank of America
Bank of America
North Carolina
-$3.24M
4
QFA
Quantum Financial Advisors
California
-$2.95M
5
Morgan Stanley
Morgan Stanley
New York
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
126
Private Trust Company
Ohio
$257K +$38.4K +1,474 +18%
PCH
127
PGIM Custom Harvest
New Jersey
$253K -$37.4K -1,434 -13%
KAS
128
Kestra Advisory Services
Texas
$243K +$756 +29 +0.3%
SWM
129
Stockman Wealth Management
Montana
$242K – – –
AF
130
Arrow Financial
New York
$240K – – –
BIG
131
Builder Investment Group
Georgia
$235K +$235K +9,008 New
SWP
132
Summit Wealth Partners
Florida
$230K – – –
S
133
SignatureFD
Georgia
$229K – – –
CGFA
134
Colton Groome Financial Advisors
North Carolina
$223K +$5.47K +210 +3%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$223K -$1.09K -42 -0.5%
CSPAM
136
Cary Street Partners Asset Management
Virginia
$205K -$18.5K -711 -8%
BONH
137
Bank of New Hampshire
New Hampshire
$204K – – –
HIA
138
Harbor Investment Advisory
Maryland
$198K – – –
FRA
139
Front Row Advisors
California
$104K – – –
OP
140
ORG Partners
Indiana
$100K – – –
CT
141
Coastline Trust
Rhode Island
$91.7K +$91.5K +3,512 New
PS
142
Principal Securities
Iowa
$79.3K +$1.38K +53 +2%
JP Morgan Chase
143
JP Morgan Chase
New York
$52.2K +$52.1K +2,000 New
VAMG
144
Voisard Asset Management Group
Michigan
$44.8K – – –
GSEP
145
Golden State Equity Partners
California
$23.9K +$23.8K +914 New
EPW
146
Evergreen Private Wealth
Colorado
$21.4K – – –
AP
147
Aspect Partners
Virginia
$19.4K – – –
HPC
148
HM Payson & Co
Maine
$18.8K – – –
SC
149
Stephens Consulting
Michigan
$18.2K – – –
BWL
150
Bogart Wealth LLC
Virginia
$14.7K – – –
3 4 5
6
7

IBMM Hedge Fund Activity: Q3 2024 in Review

156 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2024, worth a combined $311M — down 14% from $362M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IBMM and 9 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 41 added.

The largest buyer was Sonata Capital Group, opening a new position worth an estimated $2.78M. The largest seller was Kathmere Capital Management, cutting an estimated $14.7M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2024, down from 164 in Q2 2024.
  • Funds reported $311M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2024, down 14% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2024 and 15 closed out, a net change of -6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2024 was Sonata Capital Group, an estimated $2.78M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2024.