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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 $228M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $202M → $228M (+$25.8M)

3% less funds holding

Funds holding: 107104 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
43
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1
Cetera Advisor Networks
California
$15.2M +$15.5M +586,116 New
Bank of America
2
Bank of America
North Carolina
$15.1M +$762K +28,895 +5%
Wells Fargo
3
Wells Fargo
California
$12.7M +$2.18M +82,548 +20%
Morgan Stanley
4
Morgan Stanley
New York
$12.2M +$2.28M +86,585 +23%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$11.3M +$997K +37,807 +10%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M +$2.6M +98,777 +32%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.1M +$4.31M +163,422 +72%
US Bancorp
8
US Bancorp
Minnesota
$9.39M +$899K +34,096 +10%
LIM
9
Leavell Investment Management
Alabama
$8.44M -$321K -12,154 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.13M +$239K +9,076 +3%
LPT
11
Legacy Private Trust
Wisconsin
$5.8M +$2.24M +84,865 +61%
UBS Group
12
UBS Group
Switzerland
$5.79M -$294K -11,166 -5%
CIM
13
Confluence Investment Management
Missouri
$5.57M +$115K +4,350 +2%
PWM
14
Praetorian Wealth Management
California
$5.31M +$535K +20,306 +11%
GA
15
Gateway Advisory
New Jersey
$4.56M -$186K -7,038 -4%
LPL Financial
16
LPL Financial
California
$4.31M +$1.12M +42,537 +35%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.14M +$2.1M +79,642 +100%
Truist Financial
18
Truist Financial
North Carolina
$4.11M +$453K +17,164 +12%
ACM
19
Azimuth Capital Management
Michigan
$4.05M -$92.3K -3,500 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.99M -$46.8K -1,775 -1%
UCFA
21
United Capital Financial Advisors
Texas
$3.88M -$59.7K -2,263 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.74M +$405K +15,377 +12%
SCG
23
Sonata Capital Group
Washington
$2.82M
SCA
24
Stonebridge Capital Advisors
Minnesota
$2.69M +$118K +4,474 +5%
Stifel Financial
25
Stifel Financial
Missouri
$2.58M -$626K -23,754 -19%

IBMM Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2022, worth a combined $228M — up 13% from $202M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IBMM and 9 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 43 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $42.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $228M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $42.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2022.