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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
CMP
151
Coston McIsaac & Partners
Maine
$34K – – –
TSWM
152
Tyler-Stone Wealth Management
Ohio
$25.9K – – –
AP
153
Aspect Partners
Virginia
$19.3K +$19.2K +744 New
SC
154
Stephens Consulting
Michigan
$18.1K – – –
BWL
155
Bogart Wealth LLC
Virginia
$14.7K – – –
FFA
156
Farther Finance Advisors
California
$12.6K -$20.9K -811 -63%
HI
157
Harbour Investments
Wisconsin
$9.17K +$52 +2 +0.6%
JP Morgan Chase
158
JP Morgan Chase
New York
$4.25K +$4.23K +164 New
BlackRock
159
BlackRock
New York
$3.66K +$52 +2 +1%
Citadel Advisors
160
Citadel Advisors
Florida
– -$9.45M -368,008 Closed
GA
161
Gateway Advisory
New Jersey
– -$2.81M -109,569 Closed
RAG
162
RIA Advisory Group
Iowa
– -$1.15M -44,912 Closed
RCA
163
Resonant Capital Advisors
Wisconsin
– -$1.03M -40,149 Closed
JAG
164
Journey Advisory Group
Kentucky
– -$404K -15,741 Closed
SPC
165
Sigma Planning Corp
Michigan
– -$322K -12,537 Closed
EWM
166
Executive Wealth Management
Michigan
– -$203K -7,882 Closed
BBHC
167
Brown Brothers Harriman & Co
New York
– -$108K -4,203 Closed
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.