IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Overview Fund Activity
Delisted

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

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106 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
45
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIM
1
Leavell Investment Management
Alabama
$8.8M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.78M
3
Truist Financial
3
Truist Financial
North Carolina
$3.64M
4
Bank of America
4
Bank of America
North Carolina
$14.6M
5
AWM
5
Apollon Wealth Management
South Carolina
$1.26M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$612K
2
SCA
2
Stonebridge Capital Advisors
Minnesota
$2.56M
3
FTUS
3
Flow Traders U.S.
New York
$256K
4
Citigroup
4
Citigroup
New York
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Regions Financial Corp
Alabama
$1.93M +$109K +4,058 +6%
PAG
27
Private Advisor Group
New Jersey
$1.79M +$270K +10,027 +18%
CIAS
28
CFS Investment Advisory Services
New Jersey
$1.78M +$1.78M +66,255 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.67M +$154K +5,726 +10%
P
30
Paradiem
Louisiana
$1.65M – – –
Citadel Advisors
31
Citadel Advisors
Florida
$1.48M +$371K +13,762 +33%
CIC
32
Carnegie Investment Counsel
Ohio
$1.41M +$182K +6,750 +15%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M -$87.5K -3,246 -6%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$1.34M -$66.2K -2,459 -5%
AWM
35
Apollon Wealth Management
South Carolina
$1.26M +$1.26M +46,800 New
RJA
36
Raymond James & Associates
Florida
$1.24M +$160K +5,952 +15%
PFM
37
Phillips Financial Management
Indiana
$1.18M – – –
ANTB
38
AMG National Trust Bank
Colorado
$1.13M – – –
CIA
39
Covington Investment Advisors
Pennsylvania
$1.13M +$8K +297 +0.7%
Creative Planning
40
Creative Planning
Kansas
$1.13M -$7.08K -263 -0.6%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$1.12M – – –
PWS
42
Peloton Wealth Strategists
Indiana
$1.1M – – –
SSB
43
Sandy Spring Bank
Maryland
$1.1M +$75K +2,785 +7%
PSIWM
44
Paradigm Strategies in Wealth Management
Minnesota
$1.04M +$39.9K +1,480 +4%
CCA
45
Childress Capital Advisors
Texas
$1.03M – – –
SIC
46
Sigma Investment Counselors
Michigan
$1M +$27 +1 +0%
CDIA
47
Capital Directions Investment Advisors
Georgia
$919K – – –
VA
48
Valmark Advisers
Ohio
$912K -$114K -4,235 -11%
PA
49
PFG Advisors
Arizona
$903K +$213K +7,890 +31%
APA
50
American Portfolios Advisors
New York
$865K – – –
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