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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

107 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $186M → $202M (+$15.5M)

1% more funds holding

Funds holding: 106107 (+1)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
57
Reduced
21
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
$14.8M +$329K +12,260 +2%
Wells Fargo
2
Wells Fargo
California
$10.9M +$1.47M +54,623 +16%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.6M +$478K +17,798 +5%
Morgan Stanley
4
Morgan Stanley
New York
$10.3M +$1.74M +64,690 +20%
LIM
5
Leavell Investment Management
Alabama
$9.03M +$276K +10,290 +3%
US Bancorp
6
US Bancorp
Minnesota
$8.78M +$522K +19,446 +6%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$8.18M +$458K +17,040 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.14M +$132K +4,904 +2%
UBS Group
9
UBS Group
Switzerland
$6.27M +$60.7K +2,260 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.08M -$119K -4,412 -2%
CIM
11
Confluence Investment Management
Missouri
$5.62M +$151K +5,628 +3%
PWM
12
Praetorian Wealth Management
California
$4.93M +$135K +5,020 +3%
GA
13
Gateway Advisory
New Jersey
$4.89M +$2.08M +77,492 +74%
ACM
14
Azimuth Capital Management
Michigan
$4.27M -$296K -11,000 -6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.16M -$104K -3,883 -2%
UCFA
16
United Capital Financial Advisors
Texas
$4.07M -$6.88K -256 -0.2%
Truist Financial
17
Truist Financial
North Carolina
$3.78M +$163K +6,080 +5%
LPT
18
Legacy Private Trust
Wisconsin
$3.7M +$2.86M +106,309 +334%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.45M +$1.79M +66,644 +108%
LPL Financial
20
LPL Financial
California
$3.3M +$506K +18,839 +18%
Stifel Financial
21
Stifel Financial
Missouri
$3.3M +$717K +26,674 +28%
SCG
22
Sonata Capital Group
Washington
$2.91M +$334K +12,446 +13%
SCA
23
Stonebridge Capital Advisors
Minnesota
$2.66M +$109K +4,059 +4%
SPA
24
Sentinel Pension Advisors
Massachusetts
$2.59M +$658K +24,488 +34%
CTC
25
Central Trust Company
Missouri
$2.36M -$34.9K -1,300 -1%

IBMM Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2021, worth a combined $202M — up 8.3% from $186M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMM positions and 8 closed out — a net gain of 1 holder — while 57 added to existing stakes and 21 trimmed.

The largest buyer was Legacy Private Trust, adding an estimated $2.86M. The largest seller was Jane Street, cutting an estimated $951K.

  • 107 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2021, up from 106 in Q3 2021.
  • Funds reported $202M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2021 and 8 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2021 was Legacy Private Trust, an estimated $2.86M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $951K sold.

Based on aggregated 13F filings for Q4 2021.