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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

98 hedge funds and large institutions have $160M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $145M → $160M (+$15.9M)

3% more funds holding

Funds holding: 9598 (+3)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
48
Reduced
18
Closed
8
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
$12.2M +$2.34M +86,568 +24%
Wells Fargo
2
Wells Fargo
California
$9.17M +$905K +33,445 +11%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$8.85M +$1.87M +69,218 +27%
US Bancorp
4
US Bancorp
Minnesota
$8.65M +$1.93M +71,394 +29%
Morgan Stanley
5
Morgan Stanley
New York
$8.59M +$772K +28,538 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.95M +$1.3M +47,962 +23%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$6.09M +$799K +29,558 +15%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.01M -$148K -5,486 -2%
UBS Group
9
UBS Group
Switzerland
$5.91M -$150K -5,541 -2%
LIM
10
Leavell Investment Management
Alabama
$5.38M +$2.41M +89,000 +81%
ACM
11
Azimuth Capital Management
Michigan
$4.67M +$1.15M +42,500 +33%
CIM
12
Confluence Investment Management
Missouri
$4.57M +$738K +27,283 +19%
UCFA
13
United Capital Financial Advisors
Texas
$4.01M -$166K -6,119 -4%
PWM
14
Praetorian Wealth Management
California
$3.77M +$275K +10,167 +8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.74M +$14K +518 +0.4%
EC
16
Estate Counselors
Wisconsin
$3.25M +$253K +9,370 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.91M +$168K +6,193 +6%
GA
18
Gateway Advisory
New Jersey
$2.77M +$146K +5,406 +6%
SCA
19
Stonebridge Capital Advisors
Minnesota
$2.56M +$89.5K +3,308 +4%
SEIA
20
Signature Estate & Investment Advisors
California
$2.5M -$389K -14,369 -13%
CTC
21
Central Trust Company
Missouri
$2.3M -$46K -1,700 -2%
SPA
22
Sentinel Pension Advisors
Massachusetts
$1.91M +$2.14K +79 +0.1%
LPL Financial
23
LPL Financial
California
$1.86M +$197K +7,281 +12%
RFC
24
Regions Financial Corp
Alabama
$1.77M +$30.1K +1,113 +2%
Stifel Financial
25
Stifel Financial
Missouri
$1.7M +$707K +26,155 +71%

IBMM Hedge Fund Activity: Q1 2021 in Review

98 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2021, worth a combined $160M — up 11% from $145M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMM positions and 8 closed out — a net gain of 4 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Leavell Investment Management, adding an estimated $2.41M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $925K sold.

  • 98 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2021, up from 95 in Q4 2020.
  • Funds reported $160M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2021 and 8 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2021 was Leavell Investment Management, an estimated $2.41M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2021 was Capital Directions Investment Advisors, an estimated $925K sold.

Based on aggregated 13F filings for Q1 2021.