iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
156 hedge funds and large institutions have $311M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 15 closing their positions.
5% less funds holding
Funds holding: 164 → 156 (-8)
14% less capital invested
Capital invested by funds: $362M → $311M (-$50.2M)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
44% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCG
Sonata Capital Group
Seattle,
Washington
|
+$2.78M |
| 2 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$1M |
| 3 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$900K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$795K |
| 5 |
PA
PSI Advisors
Tampa,
Florida
|
+$503K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$14.7M |
| 2 |
Jane Street
New York
|
-$10.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.24M |
| 4 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$2.95M |
| 5 |
Morgan Stanley
New York
|
-$2.92M |
IBMM Hedge Fund Activity: Q3 2024 in Review
156 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2024, worth a combined $311M — down 14% from $362M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IBMM and 9 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 41 added.
The largest buyer was Sonata Capital Group, opening a new position worth an estimated $2.78M. The largest seller was Kathmere Capital Management, cutting an estimated $14.7M.
- 156 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2024, down from 164 in Q2 2024.
- Funds reported $311M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2024, down 14% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2024 and 15 closed out, a net change of -6 holders.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2024 was Sonata Capital Group, an estimated $2.78M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2024.