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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133 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$10.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$12.4M
3
OMC
3
Old Mission Capital
Illinois
$4.15M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$3.39M
5
Bank of America
5
Bank of America
North Carolina
$26M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$401K
2
ACIM
2
Azimuth Capital Investment Management
Michigan
$0
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
P
4
Paradiem
Louisiana
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
26
Woodmont Investment Counsel
Tennessee
$3.41M +$38.3K +1,500 +1%
RCA
27
Resonant Capital Advisors
Wisconsin
$3.39M +$3.39M +132,848 New
SCA
28
Stonebridge Capital Advisors
Minnesota
$3.24M +$73.2K +2,869 +2%
RJA
29
Raymond James & Associates
Florida
$3.09M -$266K -10,430 -8%
SCG
30
Sonata Capital Group
Washington
$2.79M +$22.1K +865 +0.8%
SPA
31
Sentinel Pension Advisors
Massachusetts
$2.77M +$36.3K +1,425 +1%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.75M +$1.04M +40,661 +60%
BPA
33
Beacon Pointe Advisors
California
$2.73M +$1.66M +65,264 +156%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.52M +$1.81M +71,000 +254%
CTC
35
Central Trust Company
Missouri
$2.51M +$161K +6,300 +7%
Stifel Financial
36
Stifel Financial
Missouri
$2.05M +$1.19M +46,678 +139%
CIA
37
Covington Investment Advisors
Pennsylvania
$2.03M +$232K +9,100 +13%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$1.95M -$166K -6,523 -8%
Jane Street
39
Jane Street
New York
$1.84M +$206K +8,062 +13%
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.77M +$1.7M +1,703,148 +2,567%
LF
41
Lee Financial
Texas
$1.73M +$247K +9,670 +17%
EVM
42
Eaton Vance Management
Massachusetts
$1.7M +$1.36M +53,485 +407%
Mariner
43
Mariner
Kansas
$1.65M +$85K +3,331 +5%
PFM
44
Phillips Financial Management
Indiana
$1.58M +$282K +11,041 +22%
APA
45
American Portfolios Advisors
New York
$1.38M +$877K +34,388 +173%
Creative Planning
46
Creative Planning
Kansas
$1.3M +$350K +13,735 +37%
CIC
47
Carnegie Investment Counsel
Ohio
$1.25M -$301K -11,797 -19%
AWM
48
Apollon Wealth Management
South Carolina
$1.23M -$35.7K -1,400 -3%
PAG
49
Private Advisor Group
New Jersey
$1.17M +$26 +1 +0%
PSIWM
50
Paradigm Strategies in Wealth Management
Minnesota
$1.16M +$150K +5,877 +15%
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