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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

79 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,125% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

32% more capital invested

Capital invested by funds: $92.5M → $122M (+$29.6M)

8% more funds holding

Funds holding: 7379 (+6)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
49
Reduced
4
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
$10.5M +$2.05M +75,649 +24%
Wells Fargo
2
Wells Fargo
California
$7.28M +$2.05M +75,485 +39%
UBS Group
3
UBS Group
Switzerland
$6.77M +$162K +5,972 +2%
US Bancorp
4
US Bancorp
Minnesota
$6.28M +$2.85M +104,973 +83%
Morgan Stanley
5
Morgan Stanley
New York
$6.07M +$1.54M +56,841 +34%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.93M +$256K +9,454 +5%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$5.92M +$1.06M +39,006 +22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.13M +$5.13M +189,154 New
UCFA
9
United Capital Financial Advisors
Texas
$4.38M +$4.39M +161,804 New
CIM
10
Confluence Investment Management
Missouri
$3.87M +$123K +4,538 +3%
PWM
11
Praetorian Wealth Management
California
$3.3M +$329K +12,128 +11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.27M +$35.9K +1,325 +1%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$3.27M +$2.51M +92,413 +327%
EC
14
Estate Counselors
Wisconsin
$3.06M +$108K +4,000 +4%
SEIA
15
Signature Estate & Investment Advisors
California
$3.05M -$477K -17,608 -14%
LIM
16
Leavell Investment Management
Alabama
$2.5M +$2.03M +74,935 +436%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.38M +$194K +7,159 +9%
CTC
18
Central Trust Company
Missouri
$2.27M +$75.9K +2,800 +3%
SCA
19
Stonebridge Capital Advisors
Minnesota
$2.14M +$56.4K +2,079 +3%
SPA
20
Sentinel Pension Advisors
Massachusetts
$2.06M +$210K +7,731 +11%
Jane Street
21
Jane Street
New York
$1.94M -$380K -14,015 -16%
RFC
22
Regions Financial Corp
Alabama
$1.76M +$337K +12,429 +24%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M +$288K +10,614 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.5M +$322K +11,868 +27%
LPL Financial
25
LPL Financial
California
$1.39M +$584K +21,526 +72%

IBMM Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2020, worth a combined $122M — up 32% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMM positions and 6 closed out — a net gain of 6 holders — while 49 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.5M sold.

  • 79 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2020, up from 73 in Q2 2020.
  • Funds reported $122M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $5.13M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2020.