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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

44 hedge funds and large institutions have $37.2M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

13% more funds holding

Funds holding: 3944 (+5)

8% more capital invested

Capital invested by funds: $34.3M → $37.2M (+$2.9M)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.15M +$1.04M +39,986 +26%
UBS Group
2
UBS Group
Switzerland
$4.78M -$145K -5,584 -3%
CIM
3
Confluence Investment Management
Missouri
$3.51M -$56.5K -2,170 -2%
Wells Fargo
4
Wells Fargo
California
$2.62M +$435K +16,699 +20%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.03M +$80.4K +3,089 +4%
SEIA
6
Signature Estate & Investment Advisors
California
$2M -$593K -22,780 -23%
Morgan Stanley
7
Morgan Stanley
New York
$1.65M +$1.37M +52,829 +537%
Jane Street
8
Jane Street
New York
$1.52M -$2.87M -110,148 -66%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.12M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$512K +19,673 +96%
RJA
11
Raymond James & Associates
Florida
$950K +$173K +6,644 +22%
ANTB
12
AMG National Trust Bank
Colorado
$809K +$600K +23,073 +298%
CIA
13
Covington Investment Advisors
Pennsylvania
$767K +$27.7K +1,065 +4%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$761K
CDIA
15
Capital Directions Investment Advisors
Georgia
$751K +$744K +28,596 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$698K -$61.2K -2,353 -8%
SCA
17
Stonebridge Capital Advisors
Minnesota
$646K +$187K +7,202 +41%
CTC
18
Central Trust Company
Missouri
$630K +$308K +11,850 +98%
WI
19
WrapManager Inc
California
$577K -$5.96K -229 -1%
FTUS
20
Flow Traders U.S.
New York
$553K +$548K +21,053 New
AWM
21
Altium Wealth Management
New York
$499K +$67.5K +2,592 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$454K +$215K +8,257 +91%
Stifel Financial
23
Stifel Financial
Missouri
$441K +$43.7K +1,681 +11%
BCA
24
Bay Colony Advisors
Massachusetts
$440K
AIP
25
Ameritas Investment Partners
Nebraska
$325K +$57.2K +2,200 +22%

IBMM Hedge Fund Activity: Q2 2019 in Review

44 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2019, worth a combined $37.2M — up 8.5% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMM positions and 2 closed out — a net gain of 5 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37M. The largest seller was Jane Street, cutting an estimated $2.87M.

  • 44 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2019, up from 39 in Q1 2019.
  • Funds reported $37.2M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2019, up 8.5% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2019 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $1.37M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2019 was Jane Street, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2019.