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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107 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
57
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
Legacy Private Trust
Wisconsin
$3.7M
2
GA
Gateway Advisory
New Jersey
$4.89M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.45M
4
Morgan Stanley
Morgan Stanley
New York
$10.3M
5
Wells Fargo
Wells Fargo
California
$10.9M

Top Sellers

1
Jane Street
Jane Street
New York
$2.09M
2
RFC
Regions Financial Corp
Alabama
$1.11M
3
EC
Estate Counselors
Wisconsin
$72K
4
PWM
Paulson Wealth Management
Illinois
$0
5
Citadel Advisors
Citadel Advisors
Florida
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.13M +$106K +3,957 +5%
Jane Street
27
Jane Street
New York
$2.09M -$949K -35,393 -31%
CIAS
28
CFS Investment Advisory Services
New Jersey
$1.86M +$108K +4,073 +6%
BOPW
29
Brandywine Oak Private Wealth
Pennsylvania
$1.8M +$439K +16,101 +32%
PAG
30
Private Advisor Group
New Jersey
$1.76M -$24.2K -902 -1%
CIC
31
Carnegie Investment Counsel
Ohio
$1.71M +$309K +11,545 +22%
P
32
Paradiem
Louisiana
$1.63M – – –
NWM
33
Northcape Wealth Management
New York
$1.6M +$1.6M +59,517 New
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.4M +$66K +2,460 +5%
PFM
35
Phillips Financial Management
Indiana
$1.36M +$185K +6,891 +16%
AWM
36
Apollon Wealth Management
South Carolina
$1.34M +$80.4K +3,000 +6%
RJA
37
Raymond James & Associates
Florida
$1.23M -$3.33K -124 -0.3%
CIA
38
Covington Investment Advisors
Pennsylvania
$1.2M +$70.9K +2,642 +6%
SSB
39
Sandy Spring Bank
Maryland
$1.2M +$104K +3,880 +10%
ANTB
40
AMG National Trust Bank
Colorado
$1.13M – – –
Creative Planning
41
Creative Planning
Kansas
$1.12M -$4.53K -169 -0.4%
REMPR
42
Roof Eidam Maycock Peralta (REMP)
California
$1.11M – – –
RFC
43
Regions Financial Corp
Alabama
$1.11M -$809K -30,173 -42%
PSIWM
44
Paradigm Strategies in Wealth Management
Minnesota
$1.07M +$29.9K +1,116 +3%
Citadel Advisors
45
Citadel Advisors
Florida
$1.05M -$422K -15,735 -29%
CCA
46
Childress Capital Advisors
Texas
$1.02M – – –
SIC
47
Sigma Investment Counselors
Michigan
$1M +$8.1K +302 +0.8%
PWS
48
Peloton Wealth Strategists
Indiana
$984K -$107K -4,000 -10%
Mariner
49
Mariner
Kansas
$941K +$297K +11,075 +46%
VA
50
Valmark Advisers
Ohio
$939K +$32K +1,195 +4%
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