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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

32 hedge funds and large institutions have $21M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

87% more capital invested

Capital invested by funds: $11.2M → $21M (+$9.79M)

68% more funds holding

Funds holding: 1932 (+13)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
32
Holders Change
+13
Holders Change %
+68.42%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$5.09M +$86.1K +3,437 +2%
Bank of America
2
Bank of America
North Carolina
$3.51M +$2.31M +92,085 +202%
Wells Fargo
3
Wells Fargo
California
$2.01M +$397K +15,829 +25%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.34M +$1.32M +52,606 New
CDIA
5
Capital Directions Investment Advisors
Georgia
$728K +$717K +28,596 New
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$727K +$252K +10,044 +54%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$687K +$677K +27,000 New
CIA
8
Covington Investment Advisors
Pennsylvania
$611K +$602K +24,010 New
RJA
9
Raymond James & Associates
Florida
$608K +$598K +23,873 New
WI
10
WrapManager Inc
California
$594K +$585K +23,332 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$560K +$175K +7,000 +47%
Stifel Financial
12
Stifel Financial
Missouri
$514K -$25.4K -1,014 -5%
FAAS
13
First Allied Advisory Services
California
$484K +$476K +19,000 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$351K +$346K +13,804 New
UBS Group
15
UBS Group
Switzerland
$340K +$335K +13,352 New
LNC
16
Lincoln National Corp
Pennsylvania
$333K +$328K +13,097 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$268K -$12.4K -494 -4%
AIP
18
Ameritas Investment Partners
Nebraska
$260K +$205K +8,185 +403%
AIC
19
Ameritas Investment Company
Nebraska
$260K +$256K +10,215 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$253K
SCA
21
Stonebridge Capital Advisors
Minnesota
$245K +$242K +9,640 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$238K -$793K -31,651 -77%
AFP
23
Ausdal Financial Partners
Iowa
$231K +$227K +9,067 New
MAS
24
Managed Account Services
Florida
$205K +$201K +8,029 New
SSB
25
Sandy Spring Bank
Maryland
$185K -$37.6K -1,500 -17%

IBMM Hedge Fund Activity: Q4 2018 in Review

32 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2018, worth a combined $21M — up 87% from $11.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMM positions and 2 closed out — a net gain of 13 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $2.31M. The largest seller was Bank of New York Mellon, cutting an estimated $793K.

  • 32 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2018, up from 19 in Q3 2018.
  • Funds reported $21M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2018, up 87% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2018 and 2 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2018 was Bank of America, an estimated $2.31M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2018 was Bank of New York Mellon, an estimated $793K sold.

Based on aggregated 13F filings for Q4 2018.