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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

156 hedge funds and large institutions have $514M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $470M → $514M (+$43.7M)

3% more funds holding

Funds holding: 151156 (+5)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
76
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$83.1M +$8.07M +312,713 +11%
Bank of America
2
Bank of America
North Carolina
$43.7M +$838K +32,480 +2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$24.7M +$635K +24,599 +3%
Wells Fargo
4
Wells Fargo
California
$22.7M +$1.47M +56,840 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.1M +$917K +35,536 +5%
CAN
6
Cetera Advisor Networks
California
$18M -$2.48M -96,295 -12%
US Bancorp
7
US Bancorp
Minnesota
$17.3M -$1.76M -68,050 -9%
HighTower Advisors
8
HighTower Advisors
Illinois
$15.5M +$477K +18,491 +3%
NA
9
NewEdge Advisors
Louisiana
$15M -$193K -7,461 -1%
UBS Group
10
UBS Group
Switzerland
$14.3M -$513K -19,864 -3%
Morgan Stanley
11
Morgan Stanley
New York
$14M -$2.62M -101,466 -16%
Jane Street
12
Jane Street
New York
$12.2M +$10.8M +419,488 +812%
LIM
13
Leavell Investment Management
Alabama
$10.4M -$66K -2,557 -0.6%
LPL Financial
14
LPL Financial
California
$9.56M +$804K +31,174 +9%
GT
15
Glenview Trust
Kentucky
$8.45M +$29.7K +1,151 +0.4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$8.14M +$580K +22,478 +8%
LPT
17
Legacy Private Trust
Wisconsin
$6.78M +$173K +6,690 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.88M +$1.27M +49,348 +28%
PWM
19
Praetorian Wealth Management
California
$5.59M +$625K +24,230 +13%
Truist Financial
20
Truist Financial
North Carolina
$5.54M +$20.7K +802 +0.4%
RJA
21
Raymond James & Associates
Florida
$4.81M +$634K +24,576 +15%
CIA
22
Covington Investment Advisors
Pennsylvania
$4.76M +$1.64M +63,600 +53%
CWP
23
Cyndeo Wealth Partners
Florida
$4.73M +$882K +34,195 +23%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$4.57M +$2.14M +82,848 +88%
FTUS
25
Flow Traders U.S.
New York
$4.47M +$4.46M +172,980 New

IBMM Hedge Fund Activity: Q1 2023 in Review

156 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2023, worth a combined $514M — up 9.3% from $470M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMM positions and 10 closed out — a net gain of 9 holders — while 76 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $2.62M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2023, up from 151 in Q4 2022.
  • Funds reported $514M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2023, up 9.3% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2023 and 10 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $10.8M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2023 was Morgan Stanley, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2023.