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iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR

56 hedge funds and large institutions have $114M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

40% more capital invested

Capital invested by funds: $81.5M → $114M (+$32.5M)

12% more funds holding

Funds holding: 50 → 56 (+6)

1.7% less ownership

Funds ownership: 83% → 81.3% (-1.7%)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
+$13.3M
2
Bank of America
Bank of America
North Carolina
+$4.17M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.92M
4
QFA
Quantum Financial Advisors
California
+$1.69M
5
HCM
Howland Capital Management
Massachusetts
+$992K

Top Sellers

Rank Fund Capital Flow
1
CA
Crumly & Associates
Illinois
-$593K
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$479K
3
PCH
PGIM Custom Harvest
New Jersey
-$347K
4
PCIA
Prime Capital Investment Advisors
Kansas
-$347K
5
ACS
Archford Capital Strategies
Illinois
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
26
GC Wealth Management RIA
Massachusetts
$762K +$160K +6,351 +27%
KA
27
Klingman & Associates
New York
$633K +$15.9K +630 +3%
FA
28
FF Advisors
California
$623K +$52.4K +2,079 +9%
Wells Fargo
29
Wells Fargo
California
$612K +$580K +23,006 +2,301%
CIA
30
Capital Investment Advisors
Georgia
$553K +$133K +5,289 +32%
WIC
31
Woodmont Investment Counsel
Tennessee
$520K +$514K +20,381 New
PA
32
Parallel Advisors
California
$494K +$48.7K +1,933 +11%
ECM
33
Exchange Capital Management
Michigan
$485K +$134K +5,335 +39%
VA
34
Valmark Advisers
Ohio
$449K -$60.2K -2,388 -12%
WI
35
WrapManager Inc
California
$390K -$12K -476 -3%
Mariner
36
Mariner
Kansas
$374K +$163K +6,485 +79%
Cerity Partners
37
Cerity Partners
New York
$313K +$309K +12,265 New
SWMG
38
Signature Wealth Management Group
Georgia
$311K -$61K -2,422 -17%
CIM
39
Confluence Investment Management
Missouri
$309K +$12.3K +490 +4%
SFB
40
STAR Financial Bank
Indiana
$305K – – –
KAS
41
Kestra Advisory Services
Texas
$267K +$264K +10,472 New
BMM
42
Buffington Mohr McNeal
Idaho
$255K +$253K +10,020 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$238K +$25 +1 +0%
PSIWM
44
Paradigm Strategies in Wealth Management
Minnesota
$226K +$223K +8,849 New
GT
45
Glenview Trust
Kentucky
$220K – – –
LIM
46
Leavell Investment Management
Alabama
$214K +$212K +8,403 New
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$204K +$202K +7,996 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$126K +$125K +4,946 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$116K +$14.2K +563 +14%
PFM
50
Phillips Financial Management
Indiana
$102K – – –
1
2
3

IBMR Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q3 2024, worth a combined $114M — up 40% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMR positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 5 trimmed.

The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $13.3M. The largest seller was Crumly & Associates, cutting an estimated $593K.

  • 56 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $114M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q3 2024, up 40% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q3 2024 and 6 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q3 2024 was Kathmere Capital Management, an estimated $13.3M added.
  • The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q3 2024 was Crumly & Associates, an estimated $593K sold.

Based on aggregated 13F filings for Q3 2024.