We are live on ! Find out more
IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

133 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

82% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $315M → $340M (+$25M)

6% more funds holding

Funds holding: 126133 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
62
Reduced
34
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
$26M +$3.34M +128,934 +14%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$20.7M +$2.68M +103,578 +15%
CAN
3
Cetera Advisor Networks
California
$19.6M +$3.05M +117,843 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.8M +$2.36M +91,020 +15%
Morgan Stanley
5
Morgan Stanley
New York
$16.1M -$503K -19,405 -3%
US Bancorp
6
US Bancorp
Minnesota
$15.2M +$2.99M +115,538 +24%
Wells Fargo
7
Wells Fargo
California
$14.1M +$707K +27,277 +5%
NA
8
NewEdge Advisors
Louisiana
$13.1M +$1.53M +59,018 +13%
HighTower Advisors
9
HighTower Advisors
Illinois
$12.4M +$6.17M +238,299 +96%
SL
10
Salomon & Ludwin
Virginia
$10.9M +$11.1M +428,250 New
LIM
11
Leavell Investment Management
Alabama
$9.76M +$326K +12,573 +3%
UBS Group
12
UBS Group
Switzerland
$9.41M +$437K +16,864 +5%
GT
13
Glenview Trust
Kentucky
$8.06M +$575K +22,199 +8%
LPT
14
Legacy Private Trust
Wisconsin
$6.29M -$127K -4,902 -2%
LPL Financial
15
LPL Financial
California
$5.66M +$658K +25,388 +13%
PWM
16
Praetorian Wealth Management
California
$5.06M -$329K -12,704 -6%
CIM
17
Confluence Investment Management
Missouri
$4.89M +$337K +12,990 +7%
Truist Financial
18
Truist Financial
North Carolina
$4.75M -$1.03M -39,575 -18%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.58M +$739K +28,516 +19%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.42M +$530K +20,444 +13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.26M +$78.3K +3,020 +2%
GA
22
Gateway Advisory
New Jersey
$4.24M -$326K -12,589 -7%
OMC
23
Old Mission Capital
Illinois
$4.15M +$4.22M +162,838 New
RFC
24
Regions Financial Corp
Alabama
$3.83M -$214K -8,264 -5%
UCFA
25
United Capital Financial Advisors
Texas
$3.69M +$24.7K +954 +0.7%

IBMM Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2022, worth a combined $340M — up 7.9% from $315M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMM positions and 8 closed out — a net gain of 9 holders — while 62 added to existing stakes and 34 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $44.1M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $10.9M.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2022, up from 126 in Q2 2022.
  • Funds reported $340M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2022 and 8 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $44.1M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2022.