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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

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: 161164 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
151
Benjamin F. Edwards & Company
Missouri
$52K
VAMG
152
Voisard Asset Management Group
Michigan
$44.7K
CMP
153
Coston McIsaac & Partners
Maine
$34K
TSWM
154
Tyler-Stone Wealth Management
Ohio
$26K
EPW
155
Evergreen Private Wealth
Colorado
$21.4K -$120K -4,633 -85%
AP
156
Aspect Partners
Virginia
$19.4K
HPC
157
HM Payson & Co
Maine
$18.8K
SC
158
Stephens Consulting
Michigan
$18.2K
BWL
159
Bogart Wealth LLC
Virginia
$14.7K
FFA
160
Farther Finance Advisors
California
$12.6K
HI
161
Harbour Investments
Wisconsin
$9.28K +$26 +1 +0.3%
AssetMark Inc
162
AssetMark Inc
California
$9.19K +$9.17K +353 New
ATS
163
Ashton Thomas Securities
New York
$4.37K +$4.36K +168 New
BlackRock
164
BlackRock
New York
$3.67K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
-$9.47M -364,617 Closed
SCG
166
Sonata Capital Group
Washington
-$2.77M -106,720 Closed
JP Morgan Chase
167
JP Morgan Chase
New York
-$2.76M -106,459 Closed
LNC
168
Lincoln National Corp
Pennsylvania
-$916K -35,308 Closed
RHP
169
Royal Harbor Partners
Texas
-$899K -34,646 Closed
FAFN
170
First Affirmative Financial Network
Colorado
-$441K -16,990 Closed
WA
171
Wealthstar Advisors
Texas
-$408K -15,728 Closed
NC
172
NovaPoint Capital
Georgia
-$263K -10,136 Closed
SPC
173
Sigma Planning Corp
Michigan
-$262K -10,085 Closed
CIC
174
Carnegie Investment Counsel
Ohio
-$218K -8,400 Closed
ATPW
175
Ashton Thomas Private Wealth
Arizona
-$202K -7,785 Closed

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.