IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

68 hedge funds and large institutions have $89.6M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CDIA
26
Capital Directions Investment Advisors
Georgia
$748K
PWM
27
Paulson Wealth Management
Illinois
$686K -$5.89K -223 -0.9%
AWM
28
Altium Wealth Management
New York
$664K +$34.6K +1,323 +5%
EWM
29
Executive Wealth Management
Michigan
$647K +$1.44K +55 +0.2%
AFP
30
Ausdal Financial Partners
Iowa
$588K +$2.12K +80 +0.4%
SSB
31
Sandy Spring Bank
Maryland
$558K +$191K +7,285 +52%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$557K +$96.9K +3,702 +21%
Mariner
33
Mariner
Kansas
$521K +$93.5K +3,570 +22%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$520K -$27.1K -1,036 -5%
Stifel Financial
35
Stifel Financial
Missouri
$515K +$40.1K +1,528 +8%
PAG
36
Private Advisor Group
New Jersey
$514K +$514K +19,649 New
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$398K +$84.3K +3,227 +27%
WI
38
WrapManager Inc
California
$395K -$130K -4,960 -25%
BWM
39
BCS Wealth Management
Tennessee
$375K
AIP
40
Ameritas Investment Partners
Nebraska
$329K +$26 +1 +0%
ADL
41
Asset Dedication LLC
California
$304K -$83K -3,184 -21%
LIM
42
Leavell Investment Management
Alabama
$267K
APA
43
American Portfolios Advisors
New York
$264K
VA
44
Valmark Advisers
Ohio
$259K +$56.7K +2,169 +28%
KA
45
Klingman & Associates
New York
$254K +$254K +9,710 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$240K -$774K -29,599 -76%
Osaic Holdings
47
Osaic Holdings
Arizona
$220K +$220K +8,436 New
BPA
48
Beacon Pointe Advisors
California
$217K +$217K +8,311 New
COF
49
Capital One Financial
Virginia
$206K +$206K +7,866 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$205K -$37K -1,412 -15%