iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
11 hedge funds and large institutions have $5.65M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
450% more funds holding
Funds holding: 2 → 11 (+9)
186% more capital invested
Capital invested by funds: $1.97M → $5.65M (+$3.68M)
62.39% more ownership
Funds ownership: 0% → 62.39% (+62%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Moseley Investment Management
Bradenton,
Florida
|
+$1.82M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$841K |
| 3 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$610K |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$507K |
| 5 |
BMM
Buffington Mohr McNeal
Boise,
Idaho
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
1
Moseley Investment Management
Bradenton,
Florida
| $1.84M | +$1.82M | +71,189 | New |
|
2
Jane Street
New York
| $969K | +$233K | +9,095 | +32% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $851K | +$841K | +32,895 | New |
|
|
SSB
4
Sandy Spring Bank
Olney,
Maryland
| $617K | +$610K | +23,837 | New |
|
|
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $513K | +$507K | +19,823 | New |
|
|
BMM
6
Buffington Mohr McNeal
Boise,
Idaho
| $256K | +$253K | +9,885 | New |
|
|
CCM
7
Coldstream Capital Management
Bellevue,
Washington
| $242K | +$239K | +9,356 | New |
|
|
PSIWM
8
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $226K | +$224K | +8,749 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $76.3K | +$75.4K | +2,948 | New |
|
|
PA
10
Parallel Advisors
San Francisco,
California
| $55.8K | +$55.2K | +2,157 | New |
|
|
11
BlackRock
New York
| $1.63K | -$1.28M | -50,000 | -100% |
|
IBMS Hedge Fund Activity: Q3 2024 in Review
11 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q3 2024, worth a combined $5.65M — up 186% from $1.97M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMS positions and 0 closed out — a net gain of 9 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Moseley Investment Management, opening a new position worth an estimated $1.82M. The largest seller was BlackRock, cutting an estimated $1.28M.
- 11 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q3 2024, up from 2 in Q2 2024.
- Funds reported $5.65M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q3 2024, up 186% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q3 2024 and 0 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q3 2024 was Moseley Investment Management, an estimated $1.82M added.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q3 2024 was BlackRock, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2024.