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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

164 hedge funds and large institutions have $362M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

2% more funds holding

Funds holding: 161164 (+3)

12% less capital invested

Capital invested by funds: $413M → $362M (-$51M)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
60
Closed
11
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
$43.8M +$1.18M +45,461 +3%
KCM
2
Kathmere Capital Management
Pennsylvania
$17.5M +$582K +22,386 +3%
US Bancorp
3
US Bancorp
Minnesota
$14.3M -$1.91M -73,604 -12%
NA
4
NewEdge Advisors
Louisiana
$13.5M +$125K +4,802 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$13.1M -$8.14M -313,320 -38%
Jane Street
6
Jane Street
New York
$12M -$19.2M -740,434 -62%
LPL Financial
7
LPL Financial
California
$11.5M +$551K +21,211 +5%
UBS Group
8
UBS Group
Switzerland
$10.7M -$2.14M -82,240 -17%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$9.98M -$999K -38,462 -9%
HighTower Advisors
10
HighTower Advisors
Illinois
$9.24M -$7.31M -281,554 -44%
GT
11
Glenview Trust
Kentucky
$8.62M -$5.2K -200 -0.1%
Wells Fargo
12
Wells Fargo
California
$8.26M -$71.7K -2,760 -0.9%
CIA
13
Covington Investment Advisors
Pennsylvania
$7.23M -$439K -16,890 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.02M -$676K -26,039 -10%
LIM
15
Leavell Investment Management
Alabama
$5.95M -$403K -15,500 -6%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$5.6M -$521K -20,073 -9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.34M +$787K +30,286 +17%
IWC
18
Integrated Wealth Concepts
Massachusetts
$5M -$231K -8,879 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.95M +$1.11M +42,655 +29%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.82M +$449K +17,303 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.75M +$22.1K +849 +0.5%
RFC
22
Regions Financial Corp
Alabama
$4.75M -$1.61M -62,020 -25%
SWP
23
Stratos Wealth Partners
Ohio
$4.24M +$1.14M +43,710 +37%
PWM
24
Praetorian Wealth Management
California
$4.21M -$611K -23,507 -13%
RJA
25
Raymond James & Associates
Florida
$4.08M -$128K -4,926 -3%

IBMM Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2024, worth a combined $362M — down 12% from $413M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 60 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $2.21M. The largest seller was Jane Street, cutting an estimated $19.2M.

  • 164 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $362M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2024 and 11 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2024 was Hills Bank & Trust, an estimated $2.21M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.