iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
50 hedge funds and large institutions have $81.5M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
10% more capital invested
Capital invested by funds: $74.2M → $81.5M (+$7.33M)
4.53% more ownership
Funds ownership: 78.47% → 83% (+4.5%)
4% more funds holding
Funds holding: 48 → 50 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$19.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$8.65M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$935K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$620K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$615K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.07M |
| 2 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$1.06M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$717K |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$522K |
| 5 |
KA
Klingman & Associates
New York
|
-$450K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LHC
51
Little House Capital
Braintree,
Massachusetts
| – | -$1.06M | -46,529 | Closed |
|
|
52
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$717K | -28,396 | Closed |
|
53
Stifel Financial
St. Louis,
Missouri
| – | -$320K | -12,686 | Closed |
|
|
AA
54
Addison Advisors
Middlebury,
Vermont
| – | -$5.18K | -205 | Closed |
|
IBMR Hedge Fund Activity: Q2 2024 in Review
50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q2 2024, worth a combined $81.5M — up 9.9% from $74.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMR positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $19.3M. The largest seller was Crumly & Associates, cutting an estimated $4.07M.
- 50 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q2 2024, up from 48 in Q1 2024.
- Funds reported $81.5M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q2 2024, up 9.9% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q2 2024 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $19.3M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q2 2024 was Crumly & Associates, an estimated $4.07M sold.
Based on aggregated 13F filings for Q2 2024.