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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104 hedge funds and large institutions have $228M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% 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
43
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$15.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.1M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.2M
5
LPT
5
Legacy Private Trust
Wisconsin
$5.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CCA
2
Childress Capital Advisors
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$2.58M
4
OMC
4
Old Mission Capital
Illinois
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.52M +$10.1K +390 +0.4%
CTC
27
Central Trust Company
Missouri
$2.37M +$80.6K +3,100 +4%
Jane Street
28
Jane Street
New York
$2.03M -$728 -28 -0%
BOPW
29
Brandywine Oak Private Wealth
Pennsylvania
$1.82M +$111K +4,252 +6%
CIA
30
Covington Investment Advisors
Pennsylvania
$1.82M +$660K +25,380 +57%
CIC
31
Carnegie Investment Counsel
Ohio
$1.64M -$23.4K -899 -1%
NWM
32
Northcape Wealth Management
New York
$1.59M +$45.8K +1,763 +3%
P
33
Paradiem
Louisiana
$1.59M – – –
PAG
34
Private Advisor Group
New Jersey
$1.4M -$312K -12,016 -18%
PFM
35
Phillips Financial Management
Indiana
$1.32M – – –
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.32M -$39.5K -1,518 -3%
AWM
37
Apollon Wealth Management
South Carolina
$1.3M – – –
SSB
38
Sandy Spring Bank
Maryland
$1.12M -$39.6K -1,525 -3%
RJA
39
Raymond James & Associates
Florida
$1.11M -$78.3K -3,011 -7%
ANTB
40
AMG National Trust Bank
Colorado
$1.09M – – –
Mariner
41
Mariner
Kansas
$1.09M +$178K +6,830 +19%
REMPR
42
Roof Eidam Maycock Peralta (REMP)
California
$1.08M – – –
PSIWM
43
Paradigm Strategies in Wealth Management
Minnesota
$1.03M – – –
RFC
44
Regions Financial Corp
Alabama
$1.03M -$44.4K -1,707 -4%
VNB
45
Virginia National Bank
Virginia
$992K +$992K +38,144 New
ST
46
Spinnaker Trust
Maine
$966K +$324K +12,465 +51%
SIC
47
Sigma Investment Counselors
Michigan
$956K -$16.6K -637 -2%
PWS
48
Peloton Wealth Strategists
Indiana
$954K – – –
WIC
49
Woodmont Investment Counsel
Tennessee
$935K +$935K +35,975 New
VA
50
Valmark Advisers
Ohio
$932K +$21.7K +836 +2%
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