We are live on ! Find out more
IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

39 hedge funds and large institutions have $34.3M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

63% more capital invested

Capital invested by funds: $21M → $34.3M (+$13.3M)

22% more funds holding

Funds holding: 3239 (+7)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.87M +$4.48M +174,296 +1,305%
Jane Street
2
Jane Street
New York
$4.36M +$4.32M +167,952 New
Bank of America
3
Bank of America
North Carolina
$4.05M +$474K +18,440 +13%
CIM
4
Confluence Investment Management
Missouri
$3.52M -$1.66M -64,372 -32%
SEIA
5
Signature Estate & Investment Advisors
California
$2.57M +$2.54M +98,838 New
Wells Fargo
6
Wells Fargo
California
$2.16M +$107K +4,168 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.93M +$557K +21,652 +41%
REMPR
8
Roof Eidam Maycock Peralta (REMP)
California
$1.11M +$404K +15,700 +58%
RJA
9
Raymond James & Associates
Florida
$767K +$146K +5,674 +24%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$753K +$11.5K +448 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$751K +$178K +6,930 +32%
CIA
12
Covington Investment Advisors
Pennsylvania
$731K +$106K +4,130 +17%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$666K +$419K +16,312 +174%
WI
14
WrapManager Inc
California
$576K -$29.5K -1,147 -5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$531K +$171K +6,632 +48%
FAAS
16
First Allied Advisory Services
California
$493K
SCA
17
Stonebridge Capital Advisors
Minnesota
$452K +$200K +7,776 +81%
BCA
18
Bay Colony Advisors
Massachusetts
$435K +$431K +16,771 New
AWM
19
Altium Wealth Management
New York
$426K +$422K +16,425 New
Stifel Financial
20
Stifel Financial
Missouri
$385K -$135K -5,243 -26%
CTC
21
Central Trust Company
Missouri
$313K +$274K +10,650 +761%
AIP
22
Ameritas Investment Partners
Nebraska
$264K -$643 -25 -0.2%
Morgan Stanley
23
Morgan Stanley
New York
$256K +$253K +9,843 New
SSB
24
Sandy Spring Bank
Maryland
$241K +$52.3K +2,035 +28%
AFP
25
Ausdal Financial Partners
Iowa
$236K +$797 +31 +0.3%

IBMM Hedge Fund Activity: Q1 2019 in Review

39 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2019, worth a combined $34.3M — up 63% from $21M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMM positions and 4 closed out — a net gain of 7 holders — while 18 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $4.48M. The largest seller was Confluence Investment Management, cutting an estimated $1.66M.

  • 39 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2019, up from 32 in Q4 2018.
  • Funds reported $34.3M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2019, up 63% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2019 and 4 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2019 was UBS Group, an estimated $4.48M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2019 was Confluence Investment Management, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2019.