iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
152 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 14 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 52
0.11% more ownership
Funds ownership: 86.32% → 86.43% (+0.11%)
3% less funds holding
Funds holding: 156 → 152 (-4)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
65% less capital inflows, than outflows
Capital inflows: $16.2M | Capital outflows: $46.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Colony Group
Boston,
Massachusetts
|
+$4.22M |
| 2 |
Droms Strauss Advisors
St. Louis,
Missouri
|
+$1.59M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.34M |
| 4 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$893K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Advisor Networks
El Segundo,
California
|
-$16.8M |
| 2 |
Flow Traders U.S.
New York
|
-$4.48M |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.7M |
| 4 |
Legacy Private Trust
Neenah,
Wisconsin
|
-$2.64M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.37M |
IBMM Hedge Fund Activity: Q2 2023 in Review
152 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2023, worth a combined $490M — down 6.3% from $522M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IBMM and 10 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 56 added.
The largest buyer was Colony Group, adding an estimated $4.22M. The largest seller was Cetera Advisor Networks, cutting an estimated $16.8M.
- 152 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2023, down from 156 in Q1 2023.
- Funds reported $490M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2023, down 6.3% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2023 was Colony Group, an estimated $4.22M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2023.