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.

151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

97% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 34

38% more capital invested

Capital invested by funds: $340M → $470M (+$130M)

14% more funds holding

Funds holding: 133151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$74.7M +$73.6M +2,869,051 +9,163%
Bank of America
2
Bank of America
North Carolina
$42.7M +$16.4M +637,979 +63%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$24M +$3.09M +120,274 +15%
Wells Fargo
4
Wells Fargo
California
$21.2M +$6.86M +267,535 +48%
CAN
5
Cetera Advisor Networks
California
$20.4M +$550K +21,438 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$20.1M +$2.1M +81,763 +12%
US Bancorp
7
US Bancorp
Minnesota
$19M +$3.63M +141,486 +24%
Morgan Stanley
8
Morgan Stanley
New York
$16.6M +$278K +10,835 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$14.9M +$2.37M +92,486 +19%
UBS Group
10
UBS Group
Switzerland
$14.8M +$5.25M +204,661 +55%
LIM
11
Leavell Investment Management
Alabama
$10.4M +$544K +21,193 +6%
LPL Financial
12
LPL Financial
California
$8.71M +$2.99M +116,527 +53%
GT
13
Glenview Trust
Kentucky
$8.38M +$245K +9,533 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$7.52M +$4.96M +193,187 +195%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.97M +$2.51M +97,693 +56%
LPT
16
Legacy Private Trust
Wisconsin
$6.58M +$230K +8,947 +4%
Truist Financial
17
Truist Financial
North Carolina
$5.5M +$694K +27,028 +14%
NA
18
NewEdge Advisors
Louisiana
$5.1M +$1.91M +74,373 +14%
PWM
19
Praetorian Wealth Management
California
$4.94M -$173K -6,725 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.58M -$45.6K -1,779 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.36M +$59.5K +2,320 +1%
RJA
22
Raymond James & Associates
Florida
$4.16M +$1.04M +40,375 +33%
RCA
23
Resonant Capital Advisors
Wisconsin
$4.11M +$684K +26,672 +20%
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$4.03M +$246K +9,578 +7%
CWP
25
Cyndeo Wealth Partners
Florida
$3.83M +$3.81M +148,556 New

IBMM Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2022, worth a combined $470M — up 38% from $340M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBMM positions and 8 closed out — a net gain of 20 holders — while 67 added to existing stakes and 34 trimmed.

The largest buyer was Colony Group, adding an estimated $73.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $43.9M.

  • 151 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $470M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2022 and 8 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2022 was Colony Group, an estimated $73.6M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.