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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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1 hedge funds and large institutions have $940K invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 156 → 1 (-155)

100% less capital invested

Capital invested by funds: $311M → $940K (-$310M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 151

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-155
Holders Change %
-99.36%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
151
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$40.7M
2
NA
NewEdge Advisors
Louisiana
-$13.8M
3
US Bancorp
US Bancorp
Minnesota
-$13.6M
4
Morgan Stanley
Morgan Stanley
New York
-$10.2M
5
UBS Group
UBS Group
Switzerland
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
Stockman Wealth Management
Montana
– -$242K -9,266 Closed
AF
127
Arrow Financial
New York
– -$240K -9,206 Closed
BIG
128
Builder Investment Group
Georgia
– -$235K -9,008 Closed
SWP
129
Summit Wealth Partners
Florida
– -$230K -8,807 Closed
S
130
SignatureFD
Georgia
– -$229K -8,793 Closed
CGFA
131
Colton Groome Financial Advisors
North Carolina
– -$223K -8,555 Closed
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
– -$223K -8,529 Closed
BONH
133
Bank of New Hampshire
New Hampshire
– -$204K -7,805 Closed
HIA
134
Harbor Investment Advisory
Maryland
– -$198K -7,572 Closed
FRA
135
Front Row Advisors
California
– -$104K -4,000 Closed
OP
136
ORG Partners
Indiana
– -$100K -3,840 Closed
CT
137
Coastline Trust
Rhode Island
– -$91.7K -3,512 Closed
PS
138
Principal Securities
Iowa
– -$79.3K -3,037 Closed
JP Morgan Chase
139
JP Morgan Chase
New York
– -$52.2K -2,000 Closed
VAMG
140
Voisard Asset Management Group
Michigan
– -$44.8K -1,715 Closed
CMP
141
Coston McIsaac & Partners
Maine
– -$34 -1,330 Closed
GSEP
142
Golden State Equity Partners
California
– -$23.9K -914 Closed
EPW
143
Evergreen Private Wealth
Colorado
– -$21.4K -822 Closed
AP
144
Aspect Partners
Virginia
– -$19.4K -744 Closed
HPC
145
HM Payson & Co
Maine
– -$18.8K -720 Closed
SC
146
Stephens Consulting
Michigan
– -$18.2K -697 Closed
BWL
147
Bogart Wealth LLC
Virginia
– -$14.7K -565 Closed
FFA
148
Farther Finance Advisors
California
– -$12.6K -484 Closed
HI
149
Harbour Investments
Wisconsin
– -$9.35K -358 Closed
AssetMark Inc
150
AssetMark Inc
California
– -$8.17K -313 Closed
3 4 5
6
7

IBMM Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2024, worth a combined $940K — down 100% from $311M a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of IBMM and 0 opened new positions — a net loss of 151 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $40.7M sold.

  • 1 institutional investor held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2024, down from 156 in Q3 2024.
  • Funds reported $940K of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2024 and 151 closed out, a net change of -151 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2024 was Bank of America, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2024.