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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

48 hedge funds and large institutions have $53.5M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

44% more capital invested

Capital invested by funds: $37.2M → $53.5M (+$16.3M)

9% more funds holding

Funds holding: 4448 (+4)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
20
Reduced
8
Closed
6
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
$8.77M +$3.62M +137,015 +70%
Wells Fargo
2
Wells Fargo
California
$4.99M +$2.38M +89,829 +90%
UBS Group
3
UBS Group
Switzerland
$4.15M -$642K -24,288 -13%
Morgan Stanley
4
Morgan Stanley
New York
$3.75M +$2.12M +79,985 +128%
CIM
5
Confluence Investment Management
Missouri
$3.6M +$90K +3,405 +3%
SEIA
6
Signature Estate & Investment Advisors
California
$3.21M +$1.21M +45,902 +60%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.7M +$2.01M +76,133 +286%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$2.43M +$2.21M +83,486 +951%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.03M -$4.1K -155 -0.2%
SCA
10
Stonebridge Capital Advisors
Minnesota
$1.38M +$736K +27,846 +113%
CTC
11
Central Trust Company
Missouri
$1.16M +$532K +20,100 +84%
REMPR
12
Roof Eidam Maycock Peralta (REMP)
California
$1.12M
ANTB
13
AMG National Trust Bank
Colorado
$1.11M +$297K +11,229 +36%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.01M +$554K +20,954 +121%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$964K -$92.2K -3,487 -9%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$911K +$149K +5,626 +19%
RJA
17
Raymond James & Associates
Florida
$838K -$114K -4,329 -12%
CIA
18
Covington Investment Advisors
Pennsylvania
$769K
CDIA
19
Capital Directions Investment Advisors
Georgia
$753K
PWM
20
Paulson Wealth Management
Illinois
$651K +$654K +24,749 New
AWM
21
Altium Wealth Management
New York
$650K +$150K +5,666 +30%
PWS
22
Peloton Wealth Strategists
Indiana
$579K +$582K +22,000 New
WI
23
WrapManager Inc
California
$563K -$14.7K -555 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$546K +$549K +20,751 New
EWM
25
Executive Wealth Management
Michigan
$493K +$496K +18,770 New

IBMM Hedge Fund Activity: Q3 2019 in Review

48 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2019, worth a combined $53.5M — up 44% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMM positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $3.62M. The largest seller was Jane Street, exiting entirely with an estimated $1.52M sold.

  • 48 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $53.5M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2019, up 44% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2019 and 6 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2019 was Bank of America, an estimated $3.62M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2019 was Jane Street, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2019.