iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
29 hedge funds and large institutions have $19.4M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
244% more capital invested
Capital invested by funds: $5.65M → $19.4M (+$13.8M)
164% more funds holding
Funds holding: 11 → 29 (+18)
22.66% more ownership
Funds ownership: 62.39% → 85.05% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$2.15M |
| 2 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$1.88M |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$1.54M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.15M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$969K |
| 2 |
MIM
Moseley Investment Management
Bradenton,
Florida
|
-$699K |
| 3 |
BMM
Buffington Mohr McNeal
Boise,
Idaho
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Addison Advisors
Middlebury,
Vermont
| $15.3K | +$15.5K | +605 | New |
|
27
BlackRock
New York
| $1.6K | – | – | – |
|
|
KIM
28
Kestra Investment Management
Austin,
Texas
| $713 | +$716 | +28 | New |
|
|
PS
29
Principal Securities
Des Moines,
Iowa
| $482 | +$486 | +19 | New |
|
|
30
Jane Street
New York
| – | -$969K | -37,475 | Closed |
|
|
BMM
31
Buffington Mohr McNeal
Boise,
Idaho
| – | -$256K | -9,885 | Closed |
|
IBMS Hedge Fund Activity: Q4 2024 in Review
29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q4 2024, worth a combined $19.4M — up 244% from $5.65M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBMS positions and 2 closed out — a net gain of 18 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Coldstream Capital Management, adding an estimated $2.15M. The largest seller was Jane Street, exiting entirely with an estimated $969K sold.
- 29 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q4 2024, up from 11 in Q3 2024.
- Funds reported $19.4M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q4 2024, up 244% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q4 2024 and 2 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q4 2024 was Coldstream Capital Management, an estimated $2.15M added.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q4 2024 was Jane Street, an estimated $969K sold.
Based on aggregated 13F filings for Q4 2024.