iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
148 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 13 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 54
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
3% less funds holding
Funds holding: 152 → 148 (-4)
13% less capital invested
Capital invested by funds: $490M → $426M (-$63.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$9.99M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$9.22M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$6.57M |
| 4 |
Goldman Sachs
New York
|
+$6.43M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$77.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.02M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.88M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$2.98M |
| 5 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$2.55M |
IBMM Hedge Fund Activity: Q3 2023 in Review
148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2023, worth a combined $426M — down 13% from $490M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IBMM and 12 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 54 added.
The largest buyer was Stifel Financial, adding an estimated $9.99M. The largest seller was Colony Group, cutting an estimated $77.7M.
- 148 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2023, down from 152 in Q2 2023.
- Funds reported $426M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2023, down 13% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2023 and 13 closed out, a net change of -1 holder.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2023 was Stifel Financial, an estimated $9.99M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2023 was Colony Group, an estimated $77.7M sold.
Based on aggregated 13F filings for Q3 2023.