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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

68 hedge funds and large institutions have $89.6M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $74.2M → $89.6M (+$15.4M)

8% more funds holding

Funds holding: 6368 (+5)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$10.9M +$8.98M +339,711 +443%
Bank of America
2
Bank of America
North Carolina
$7.68M -$2.3M -86,983 -23%
UBS Group
3
UBS Group
Switzerland
$6.46M +$2.57M +97,173 +65%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.58M +$5.31M +201,055 +1,657%
Wells Fargo
5
Wells Fargo
California
$5.26M -$1.08M -40,956 -17%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$4.44M -$229K -8,652 -5%
Morgan Stanley
7
Morgan Stanley
New York
$4.24M -$12K -454 -0.3%
SEIA
8
Signature Estate & Investment Advisors
California
$3.76M -$610K -23,090 -14%
CIM
9
Confluence Investment Management
Missouri
$3.73M +$241K +9,140 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.59M +$719K +27,213 +25%
EC
11
Estate Counselors
Wisconsin
$2.8M +$21.1K +800 +0.8%
Citadel Advisors
12
Citadel Advisors
Florida
$2.53M +$2.56M +96,879 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.26M +$130K +4,925 +6%
SCA
14
Stonebridge Capital Advisors
Minnesota
$1.99M +$210K +7,957 +12%
CTC
15
Central Trust Company
Missouri
$1.8M +$66.1K +2,500 +4%
SPA
16
Sentinel Pension Advisors
Massachusetts
$1.69M +$79.4K +3,007 +5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.53M +$1.1M +41,523 +245%
ANTB
18
AMG National Trust Bank
Colorado
$1.1M
RFC
19
Regions Financial Corp
Alabama
$1.09M +$228K +8,627 +26%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$1.07M -$51.5K -1,950 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.01M -$22K -833 -2%
CIA
22
Covington Investment Advisors
Pennsylvania
$941K -$10K -380 -1%
RJA
23
Raymond James & Associates
Florida
$941K +$94.9K +3,590 +11%
PWS
24
Peloton Wealth Strategists
Indiana
$863K +$185K +7,000 +27%
LF
25
LifeSteps Financial
California
$804K +$65.8K +2,489 +9%

IBMM Hedge Fund Activity: Q1 2020 in Review

68 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2020, worth a combined $89.6M — up 21% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMM positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $8.98M. The largest seller was Bank of America, cutting an estimated $2.3M.

  • 68 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $89.6M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2020, up 21% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2020 and 6 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $8.98M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2020 was Bank of America, an estimated $2.3M sold.

Based on aggregated 13F filings for Q1 2020.