iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
84 hedge funds and large institutions have $153M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.
800% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 4
250% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 8
50% more funds holding
Funds holding: 56 → 84 (+28)
35% more capital invested
Capital invested by funds: $114M → $153M (+$39.4M)
11.8% more ownership
Funds ownership: 81.3% → 93.1% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.77M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.73M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.53M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$9.29M |
| 2 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$1.7M |
| 3 |
Jane Street
New York
|
-$842K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$341K |
| 5 |
Cerity Partners
New York
|
-$313K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $47.7K | +$48.1K | +1,911 | New |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| $26.4K | -$12.3K | -488 | -32% |
|
|
AF
78
Allworth Financial
Folsom,
California
| $20.7K | – | – | – |
|
|
CF
79
Collier Financial
Denver,
Colorado
| $9.89K | +$9.97K | +396 | New |
|
|
SC
80
Stephens Consulting
Flint,
Michigan
| $7.89K | +$7.95K | +316 | New |
|
|
AA
81
Addison Advisors
Middlebury,
Vermont
| $4.5K | +$4.53K | +180 | New |
|
82
BlackRock
New York
| $3.7K | +$2.16K | +86 | +139% |
|
|
KIM
83
Kestra Investment Management
Austin,
Texas
| $1.95K | +$1.96K | +78 | New |
|
|
PS
84
Principal Securities
Des Moines,
Iowa
| $500 | +$503 | +20 | New |
|
|
QFA
85
Quantum Financial Advisors
El Segundo,
California
| – | -$1.7M | -66,863 | Closed |
|
|
86
Jane Street
New York
| – | -$842K | -33,024 | Closed |
|
|
87
Cerity Partners
New York
| – | -$313K | -12,265 | Closed |
|
|
CSPIA
88
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$204K | -7,996 | Closed |
|
IBMR Hedge Fund Activity: Q4 2024 in Review
84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q4 2024, worth a combined $153M — up 35% from $114M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBMR positions and 4 closed out — a net gain of 32 holders — while 28 added to existing stakes and 8 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $16.6M. The largest seller was Kathmere Capital Management, cutting an estimated $9.29M.
- 84 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q4 2024, up from 56 in Q3 2024.
- Funds reported $153M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q4 2024, up 35% quarter-over-quarter.
- 36 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q4 2024 and 4 closed out, a net change of +32 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $16.6M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q4 2024 was Kathmere Capital Management, an estimated $9.29M sold.
Based on aggregated 13F filings for Q4 2024.