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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

19 hedge funds and large institutions have $11.2M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

180% more capital invested

Capital invested by funds: $4M → $11.2M (+$7.21M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more funds holding

Funds holding: 1719 (+2)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$4.92M +$4.6M +182,396 +1,278%
Wells Fargo
2
Wells Fargo
California
$1.58M +$1.48M +58,559 +1,277%
Bank of America
3
Bank of America
North Carolina
$1.14M +$1.03M +40,674 +818%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.03M +$1.03M +41,000 New
Stifel Financial
5
Stifel Financial
Missouri
$531K +$109K +4,315 +26%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$463K +$190K +7,527 +69%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$375K +$378K +15,000 New
BFEC
8
Benjamin F. Edwards & Company
Missouri
$276K +$12.4K +491 +5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$249K +$251K +9,945 New
SSB
10
Sandy Spring Bank
Maryland
$219K +$68.4K +2,715 +45%
OIA
11
OneDigital Investment Advisors
Kansas
$150K +$151K +5,974 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$98K -$1.59K -63 -2%
AIP
13
Ameritas Investment Partners
Nebraska
$50K +$51.2K +2,030 New
AG
14
Advisor Group
Arizona
$45K
CTC
15
Central Trust Company
Missouri
$35K +$35.3K +1,400 New
RCAG
16
Rehmann Capital Advisory Group
Michigan
$25K
AF
17
Advisornet Financial
Minnesota
$10K
ADL
18
Asset Dedication LLC
California
$5K -$11.1K -440 -67%
BlackRock
19
BlackRock
New York
$3K +$1.51K +60 +105%
Jane Street
20
Jane Street
New York
-$874K -34,687 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$800K -31,737 Closed
VF
22
Virtu Financial
New York
-$367K -14,562 Closed
Citigroup
23
Citigroup
New York
-$39K -1,565 Closed

IBMM Hedge Fund Activity: Q3 2018 in Review

19 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2018, worth a combined $11.2M — up 180% from $4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBMM positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $4.6M. The largest seller was Jane Street, exiting entirely with an estimated $874K sold.

  • 19 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2018, up from 17 in Q2 2018.
  • Funds reported $11.2M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2018, up 180% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2018 and 4 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2018 was Confluence Investment Management, an estimated $4.6M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2018 was Jane Street, an estimated $874K sold.

Based on aggregated 13F filings for Q3 2018.