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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

126 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

38% more capital invested

Capital invested by funds: $228M → $315M (+$87.6M)

21% more funds holding

Funds holding: 104126 (+22)

Holders
126
Holders Change
+22
Holders Change %
+21.15%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
46
Reduced
25
Closed
6
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
$23.1M +$7.96M +308,126 +53%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$18.4M +$7.1M +274,773 +63%
Morgan Stanley
3
Morgan Stanley
New York
$17M +$4.7M +182,056 +39%
CAN
4
Cetera Advisor Networks
California
$16.9M +$1.7M +65,814 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.8M +$7.6M +294,227 +94%
Wells Fargo
6
Wells Fargo
California
$13.7M +$991K +38,367 +8%
US Bancorp
7
US Bancorp
Minnesota
$12.5M +$3.04M +117,733 +33%
NA
8
NewEdge Advisors
Louisiana
$11.8M +$11.4M +439,511 +2,907%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M +$804K +31,113 +8%
LIM
10
Leavell Investment Management
Alabama
$9.62M +$1.17M +45,425 +14%
UBS Group
11
UBS Group
Switzerland
$9.16M +$3.35M +129,652 +58%
GT
12
Glenview Trust
Kentucky
$7.64M +$7.59M +293,726 New
LPT
13
Legacy Private Trust
Wisconsin
$6.54M +$737K +28,509 +13%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.48M -$3.64M -140,921 -36%
Truist Financial
15
Truist Financial
North Carolina
$5.88M +$1.75M +67,760 +43%
PWM
16
Praetorian Wealth Management
California
$5.49M +$179K +6,921 +3%
LPL Financial
17
LPL Financial
California
$5.11M +$793K +30,683 +19%
GA
18
Gateway Advisory
New Jersey
$4.65M +$87K +3,368 +2%
CIM
19
Confluence Investment Management
Missouri
$4.64M -$916K -35,465 -17%
SPF
20
Steven Patrick Farmer
$4.64M +$4.62M +178,625 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.26M +$126K +4,872 +3%
RFC
22
Regions Financial Corp
Alabama
$4.12M +$3.07M +118,903 +300%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.97M +$226K +8,735 +6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.93M -$61K -2,362 -2%
UCFA
25
United Capital Financial Advisors
Texas
$3.74M -$145K -5,621 -4%

IBMM Hedge Fund Activity: Q2 2022 in Review

126 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2022, worth a combined $315M — up 38% from $228M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMM positions and 6 closed out — a net gain of 23 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $11.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $41.6M.

  • 126 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2022, up from 104 in Q1 2022.
  • Funds reported $315M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2022, up 38% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $11.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.