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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

95 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

20% more funds holding

Funds holding: 7995 (+16)

18% more capital invested

Capital invested by funds: $122M → $145M (+$22.5M)

Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
37
Reduced
23
Closed
2
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
$9.86M -$629K -23,236 -6%
Wells Fargo
2
Wells Fargo
California
$8.3M +$1.02M +37,545 +14%
Morgan Stanley
3
Morgan Stanley
New York
$7.85M +$1.78M +65,651 +29%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$7M +$1.08M +39,776 +18%
US Bancorp
5
US Bancorp
Minnesota
$6.75M +$473K +17,494 +8%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.18M +$254K +9,382 +4%
UBS Group
7
UBS Group
Switzerland
$6.08M -$689K -25,466 -10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.67M +$550K +20,312 +11%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$5.32M +$2.04M +75,555 +63%
UCFA
10
United Capital Financial Advisors
Texas
$4.19M -$189K -6,994 -4%
CIM
11
Confluence Investment Management
Missouri
$3.85M -$22.6K -834 -0.6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.74M +$461K +17,038 +14%
ACM
13
Azimuth Capital Management
Michigan
$3.53M +$3.53M +130,450 New
PWM
14
Praetorian Wealth Management
California
$3.5M +$208K +7,691 +6%
EC
15
Estate Counselors
Wisconsin
$3.01M -$54.7K -2,020 -2%
LIM
16
Leavell Investment Management
Alabama
$2.99M +$494K +18,250 +20%
SEIA
17
Signature Estate & Investment Advisors
California
$2.9M -$157K -5,800 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.76M +$376K +13,888 +16%
GA
19
Gateway Advisory
New Jersey
$2.64M +$2.63M +97,342 New
SCA
20
Stonebridge Capital Advisors
Minnesota
$2.48M +$345K +12,758 +16%
CTC
21
Central Trust Company
Missouri
$2.36M +$90.1K +3,330 +4%
CIAS
22
CFS Investment Advisory Services
New Jersey
$2.26M +$2.25M +83,315 New
SPA
23
Sentinel Pension Advisors
Massachusetts
$1.92M -$146K -5,386 -7%
RFC
24
Regions Financial Corp
Alabama
$1.74M -$21.8K -805 -1%
LPL Financial
25
LPL Financial
California
$1.67M +$283K +10,471 +20%

IBMM Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2020, worth a combined $145M — up 18% from $122M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 2 closed out — a net gain of 16 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Azimuth Capital Management, opening a new position worth an estimated $3.53M. The largest seller was Jane Street, cutting an estimated $1.46M.

  • 95 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $145M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2020 and 2 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2020 was Azimuth Capital Management, an estimated $3.53M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2020 was Jane Street, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2020.