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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Delisted

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

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1 hedge funds and large institutions have $940K invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 156 → 1 (-155)

100% less capital invested

Capital invested by funds: $311M → $940K (-$310M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 151

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-155
Holders Change %
-99.36%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
151
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$40.7M
2
NA
NewEdge Advisors
Louisiana
-$13.8M
3
US Bancorp
US Bancorp
Minnesota
-$13.6M
4
Morgan Stanley
Morgan Stanley
New York
-$10.2M
5
UBS Group
UBS Group
Switzerland
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$940K -$114K -4,387 -11%
Bank of America
2
Bank of America
North Carolina
– -$40.7M -1,558,961 Closed
NA
3
NewEdge Advisors
Louisiana
– -$13.8M -530,450 Closed
US Bancorp
4
US Bancorp
Minnesota
– -$13.6M -520,523 Closed
Morgan Stanley
5
Morgan Stanley
New York
– -$10.2M -390,022 Closed
UBS Group
6
UBS Group
Switzerland
– -$9.47M -362,871 Closed
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
– -$9.45M -362,804 Closed
HighTower Advisors
8
HighTower Advisors
Illinois
– -$9.39M -359,826 Closed
LPL Financial
9
LPL Financial
California
– -$9.07M -347,490 Closed
GT
10
Glenview Trust
Kentucky
– -$8.63M -330,556 Closed
Wells Fargo
11
Wells Fargo
California
– -$6.51M -249,555 Closed
CIA
12
Covington Investment Advisors
Pennsylvania
– -$6.19M -237,262 Closed
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
– -$5.8M -222,301 Closed
LIM
14
Leavell Investment Management
Alabama
– -$5.78M -221,513 Closed
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
– -$5.63M -215,660 Closed
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
– -$5.06M -193,984 Closed
IWC
17
Integrated Wealth Concepts
Massachusetts
– -$4.96M -190,186 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
– -$4.87M -186,677 Closed
RFC
19
Regions Financial Corp
Alabama
– -$4.57M -175,145 Closed
SWP
20
Stratos Wealth Partners
Ohio
– -$4.33M -165,817 Closed
CWP
21
Cyndeo Wealth Partners
Florida
– -$4.26M -163,102 Closed
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
– -$4.17M -159,647 Closed
Truist Financial
23
Truist Financial
North Carolina
– -$4.04M -154,670 Closed
NEPWA
24
New England Private Wealth Advisors
Massachusetts
– -$3.66M -140,391 Closed
PWM
25
Praetorian Wealth Management
California
– -$3.49M -133,893 Closed
1
2 3 4 5

IBMM Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2024, worth a combined $940K — down 100% from $311M a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of IBMM and 0 opened new positions — a net loss of 151 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $40.7M sold.

  • 1 institutional investor held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2024, down from 156 in Q3 2024.
  • Funds reported $940K of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2024 and 151 closed out, a net change of -151 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2024 was Bank of America, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2024.