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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$13.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.17M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.92M |
| 4 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$1.69M |
| 5 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$992K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$593K |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$479K |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
-$347K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$347K |
| 5 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCA
51
FinTrust Capital Advisors
Greenville,
South Carolina
| $102K | +$101K | +3,998 | New |
|
|
GEA
52
Glen Eagle Advisors
Kingston,
New Jersey
| $57.4K | – | – | – |
|
|
ACA
53
American Capital Advisory
Ketchum,
Idaho
| $56.6K | +$55.9K | +2,219 | New |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $39.4K | – | – | – |
|
|
AF
55
Allworth Financial
Folsom,
California
| $21.1K | – | – | – |
|
56
BlackRock
New York
| $1.58K | – | – | – |
|
|
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$479K | -19,287 | Closed |
|
|
PCH
58
PGIM Custom Harvest
Newark,
New Jersey
| – | -$347K | -13,950 | Closed |
|
|
PCIA
59
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$347K | -13,950 | Closed |
|
|
ACS
60
Archford Capital Strategies
Swansea,
Illinois
| – | -$213K | -8,580 | Closed |
|
|
IAIM
61
International Assets Investment Management
Orlando,
Florida
| – | -$128K | -5,657 | Closed |
|
|
IA
62
IFP Advisors
Tampa,
Florida
| – | -$69.8K | -2,808 | Closed |
|
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.