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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

63 hedge funds and large institutions have $74.2M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

39% more capital invested

Capital invested by funds: $53.5M → $74.2M (+$20.7M)

31% more funds holding

Funds holding: 4863 (+15)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
30
Reduced
6
Closed
2
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.1M +$1.26M +47,580 +14%
Wells Fargo
2
Wells Fargo
California
$6.4M +$1.38M +52,324 +28%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.72M +$2.28M +86,210 +93%
SEIA
4
Signature Estate & Investment Advisors
California
$4.41M +$1.18M +44,802 +37%
Morgan Stanley
5
Morgan Stanley
New York
$4.29M +$519K +19,670 +14%
UBS Group
6
UBS Group
Switzerland
$3.95M -$217K -8,229 -5%
CIM
7
Confluence Investment Management
Missouri
$3.51M -$89.9K -3,405 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.91M +$192K +7,267 +7%
EC
9
Estate Counselors
Wisconsin
$2.81M +$2.81M +106,405 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.15M +$115K +4,343 +6%
Jane Street
11
Jane Street
New York
$2.03M +$2.02M +76,649 New
SCA
12
Stonebridge Capital Advisors
Minnesota
$1.8M +$408K +15,467 +29%
CTC
13
Central Trust Company
Missouri
$1.76M +$591K +22,400 +51%
SPA
14
Sentinel Pension Advisors
Massachusetts
$1.63M +$1.62M +61,448 New
REMPR
15
Roof Eidam Maycock Peralta (REMP)
California
$1.13M
ANTB
16
AMG National Trust Bank
Colorado
$1.11M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.04M +$29.9K +1,131 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$56.9K +2,155 +6%
FTUS
19
Flow Traders U.S.
New York
$1.01M +$1.01M +38,358 New
CIA
20
Covington Investment Advisors
Pennsylvania
$961K +$188K +7,128 +24%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$958K +$42.3K +1,603 +5%
RFC
22
Regions Financial Corp
Alabama
$870K +$869K +32,921 New
RJA
23
Raymond James & Associates
Florida
$856K +$13.4K +509 +2%
CDIA
24
Capital Directions Investment Advisors
Georgia
$756K
LF
25
LifeSteps Financial
California
$747K +$746K +28,258 New

IBMM Hedge Fund Activity: Q4 2019 in Review

63 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2019, worth a combined $74.2M — up 39% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMM positions and 2 closed out — a net gain of 15 holders — while 30 added to existing stakes and 6 trimmed.

The largest buyer was Estate Counselors, opening a new position worth an estimated $2.81M. The largest seller was UBS Group, cutting an estimated $217K.

  • 63 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $74.2M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2019, up 39% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2019 and 2 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2019 was Estate Counselors, an estimated $2.81M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2019 was UBS Group, an estimated $217K sold.

Based on aggregated 13F filings for Q4 2019.