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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

106 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $176M → $186M (+$10.3M)

2% more funds holding

Funds holding: 104106 (+2)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
26
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
$14.6M +$1.45M +53,509 +11%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M +$789K +29,215 +8%
Wells Fargo
3
Wells Fargo
California
$9.46M +$656K +24,276 +7%
LIM
4
Leavell Investment Management
Alabama
$8.8M +$3.44M +127,185 +64%
Morgan Stanley
5
Morgan Stanley
New York
$8.59M +$283K +10,491 +3%
US Bancorp
6
US Bancorp
Minnesota
$8.29M -$153K -5,647 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.05M +$546K +20,200 +7%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$7.76M +$620K +22,955 +9%
UBS Group
9
UBS Group
Switzerland
$6.24M -$43.7K -1,618 -0.7%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.22M -$119K -4,394 -2%
CIM
11
Confluence Investment Management
Missouri
$5.5M -$56.3K -2,082 -1%
PWM
12
Praetorian Wealth Management
California
$4.82M +$294K +10,876 +6%
ACM
13
Azimuth Capital Management
Michigan
$4.58M -$20.3K -750 -0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.29M +$225K +8,332 +6%
UCFA
15
United Capital Financial Advisors
Texas
$4.09M +$141K +5,226 +4%
Truist Financial
16
Truist Financial
North Carolina
$3.64M +$1.72M +63,764 +90%
Jane Street
17
Jane Street
New York
$3.05M +$79.5K +2,942 +3%
GA
18
Gateway Advisory
New Jersey
$2.83M +$111K +4,104 +4%
LPL Financial
19
LPL Financial
California
$2.81M +$913K +33,801 +48%
Stifel Financial
20
Stifel Financial
Missouri
$2.6M -$82.7K -3,062 -3%
SCG
21
Sonata Capital Group
Washington
$2.59M +$490K +18,126 +23%
SCA
22
Stonebridge Capital Advisors
Minnesota
$2.56M -$2.57M -95,090 -50%
CTC
23
Central Trust Company
Missouri
$2.41M +$113K +4,200 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.04M -$30.7K -1,137 -1%
SPA
25
Sentinel Pension Advisors
Massachusetts
$1.94M +$22.6K +838 +1%

IBMM Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2021, worth a combined $186M — up 5.8% from $176M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMM positions and 7 closed out — a net gain of 2 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was Leavell Investment Management, adding an estimated $3.44M. The largest seller was Estate Counselors, cutting an estimated $2.72M.

  • 106 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2021, up from 104 in Q2 2021.
  • Funds reported $186M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2021 was Leavell Investment Management, an estimated $3.44M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2021 was Estate Counselors, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2021.