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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $176M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $160M → $176M (+$15.5M)

6% more funds holding

Funds holding: 98104 (+6)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
49
Reduced
22
Closed
5
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
$13.2M +$997K +36,911 +8%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.4M +$556K +20,588 +6%
Wells Fargo
3
Wells Fargo
California
$8.82M -$345K -12,775 -4%
US Bancorp
4
US Bancorp
Minnesota
$8.46M -$191K -7,068 -2%
Morgan Stanley
5
Morgan Stanley
New York
$8.32M -$268K -9,931 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.51M +$568K +21,017 +8%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$7.16M +$1.06M +39,414 +17%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.35M +$343K +12,701 +6%
UBS Group
9
UBS Group
Switzerland
$6.29M +$384K +14,220 +6%
CIM
10
Confluence Investment Management
Missouri
$5.57M +$993K +36,757 +22%
LIM
11
Leavell Investment Management
Alabama
$5.38M
SCA
12
Stonebridge Capital Advisors
Minnesota
$5.13M +$2.57M +95,257 +100%
ACM
13
Azimuth Capital Management
Michigan
$4.61M -$54K -2,000 -1%
PWM
14
Praetorian Wealth Management
California
$4.54M +$771K +28,546 +20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.07M +$334K +12,374 +9%
UCFA
16
United Capital Financial Advisors
Texas
$3.96M -$53K -1,963 -1%
EC
17
Estate Counselors
Wisconsin
$3.33M +$78.3K +2,900 +2%
Jane Street
18
Jane Street
New York
$2.98M +$2.98M +110,417 New
GA
19
Gateway Advisory
New Jersey
$2.72M -$49.2K -1,822 -2%
Stifel Financial
20
Stifel Financial
Missouri
$2.69M +$993K +36,750 +59%
CTC
21
Central Trust Company
Missouri
$2.3M -$4.86K -180 -0.2%
SCG
22
Sonata Capital Group
Washington
$2.1M +$415K +15,375 +25%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.07M +$461K +17,064 +29%
SPA
24
Sentinel Pension Advisors
Massachusetts
$1.92M +$13.2K +490 +0.7%
Truist Financial
25
Truist Financial
North Carolina
$1.92M +$655K +24,264 +52%

IBMM Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2021, worth a combined $176M — up 9.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMM positions and 5 closed out — a net gain of 6 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.98M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $2.5M sold.

  • 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2021, up from 98 in Q1 2021.
  • Funds reported $176M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2021, up 9.7% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2021 was Jane Street, an estimated $2.98M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2021 was Signature Estate & Investment Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2021.