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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

73 hedge funds and large institutions have $92.5M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 6873 (+5)

3% more capital invested

Capital invested by funds: $89.6M → $92.5M (+$2.87M)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% 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
30
Reduced
16
Closed
7
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
$8.41M +$477K +17,939 +6%
UBS Group
2
UBS Group
Switzerland
$6.58M -$75.7K -2,845 -1%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.65M -$99.8K -3,749 -2%
Wells Fargo
4
Wells Fargo
California
$5.22M -$207K -7,772 -4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.85M +$262K +9,827 +6%
Morgan Stanley
6
Morgan Stanley
New York
$4.51M +$141K +5,300 +3%
CIM
7
Confluence Investment Management
Missouri
$3.74M -$113K -4,254 -3%
SEIA
8
Signature Estate & Investment Advisors
California
$3.52M -$355K -13,356 -9%
US Bancorp
9
US Bancorp
Minnesota
$3.42M +$3.37M +126,700 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.23M -$470K -17,653 -13%
PWM
11
Praetorian Wealth Management
California
$2.96M +$2.91M +109,511 New
EC
12
Estate Counselors
Wisconsin
$2.95M +$49.8K +1,870 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$2.5M -$108K -4,074 -4%
Jane Street
14
Jane Street
New York
$2.31M -$8.8M -330,715 -79%
CTC
15
Central Trust Company
Missouri
$2.18M +$318K +11,950 +17%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.18M -$152K -5,723 -7%
SCA
17
Stonebridge Capital Advisors
Minnesota
$2.07M +$24.7K +928 +1%
SPA
18
Sentinel Pension Advisors
Massachusetts
$1.84M +$105K +3,934 +6%
RFC
19
Regions Financial Corp
Alabama
$1.42M +$297K +11,147 +27%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.22M +$1.21M +45,330 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.18M +$133K +4,986 +13%
ANTB
22
AMG National Trust Bank
Colorado
$1.14M
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$1.12M +$21.3K +800 +2%
RJA
24
Raymond James & Associates
Florida
$1.03M +$62.5K +2,348 +7%
PWS
25
Peloton Wealth Strategists
Indiana
$998K +$106K +4,000 +12%

IBMM Hedge Fund Activity: Q2 2020 in Review

73 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2020, worth a combined $92.5M — up 3.2% from $89.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMM positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was US Bancorp, opening a new position worth an estimated $3.37M. The largest seller was Jane Street, cutting an estimated $8.8M.

  • 73 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2020, up from 68 in Q1 2020.
  • Funds reported $92.5M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2020, up 3.2% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $3.37M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $8.8M sold.

Based on aggregated 13F filings for Q2 2020.