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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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148 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 152 → 148 (-4)

13% less capital invested

Capital invested by funds: $490M → $426M (-$63.4M)

Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$9.99M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.22M
3
CIM
Confluence Investment Management
Missouri
+$6.57M
4
Goldman Sachs
Goldman Sachs
New York
+$6.43M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$77.7M
2
Wells Fargo
Wells Fargo
California
-$9.02M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.88M
4
LPT
Legacy Private Trust
Wisconsin
-$2.98M
5
RCA
Resonant Capital Advisors
Wisconsin
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
151
Forte Asset Management
New York
– -$912K -35,400 Closed
AFP
152
Alpha Financial Partners
Kentucky
– -$490K -19,041 Closed
WA
153
Waterford Advisors
New York
– -$467K -18,117 Closed
WHCI
154
W.H. Cornerstone Investments
Massachusetts
– -$423K -16,431 Closed
CFG
155
Carr Financial Group
Massachusetts
– -$309K -12,000 Closed
PA
156
PFG Advisors
Arizona
– -$284K -11,044 Closed
GPA
157
Guidance Point Advisors
Massachusetts
– -$233K -9,029 Closed
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$26.3K -1,020 Closed
GRP
159
Global Retirement Partners
California
– -$20.4K -790 Closed
TWC
160
TD Waterhouse Canada
Ontario, Canada
– -$9.14K -355 Closed
SS
161
Sunbelt Securities
Texas
– -$7.08K -275 Closed
3 4 5 6
7

IBMM Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2023, worth a combined $426M — down 13% from $490M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IBMM and 12 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 54 added.

The largest buyer was Stifel Financial, adding an estimated $9.99M. The largest seller was Colony Group, cutting an estimated $77.7M.

  • 148 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2023, down from 152 in Q2 2023.
  • Funds reported $426M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2023 and 13 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2023 was Stifel Financial, an estimated $9.99M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2023 was Colony Group, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2023.