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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151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$74.7M
2
Bank of America
2
Bank of America
North Carolina
$42.7M
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
UBS Group
4
UBS Group
Switzerland
$14.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.52M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.54M
2
SL
2
Salomon & Ludwin
Virginia
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
CIM
4
Confluence Investment Management
Missouri
$865K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.74M +$3.74M +145,286 New
UCFA
27
United Capital Financial Advisors
Texas
$3.64M -$91.2K -3,540 -2%
WIC
28
Woodmont Investment Counsel
Tennessee
$3.44M – – –
GA
29
Gateway Advisory
New Jersey
$3.38M -$902K -35,041 -21%
BPA
30
Beacon Pointe Advisors
California
$3.38M +$618K +24,003 +22%
SCA
31
Stonebridge Capital Advisors
Minnesota
$3.31M +$35.2K +1,366 +1%
RFC
32
Regions Financial Corp
Alabama
$3.3M -$575K -22,337 -15%
CIA
33
Covington Investment Advisors
Pennsylvania
$3.1M +$1.05M +40,815 +51%
SPA
34
Sentinel Pension Advisors
Massachusetts
$3.05M +$248K +9,620 +9%
SVWAG
35
Sound View Wealth Advisors Group
Georgia
$2.93M +$2.34M +90,102 +391%
Stifel Financial
36
Stifel Financial
Missouri
$2.84M +$776K +30,148 +38%
IWC
37
Integrated Wealth Concepts
Massachusetts
$2.8M +$2.09M +81,341 +298%
SCG
38
Sonata Capital Group
Washington
$2.78M -$33.5K -1,300 -1%
MCCA
39
Mill Creek Capital Advisors
Pennsylvania
$2.5M +$2.5M +97,238 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$2.42M -$360K -13,967 -13%
CTC
41
Central Trust Company
Missouri
$2.38M -$150K -5,834 -6%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.07M +$1.14M +44,118 +121%
PFM
43
Phillips Financial Management
Indiana
$2.03M +$443K +17,200 +28%
Mariner
44
Mariner
Kansas
$1.91M +$244K +9,476 +15%
LF
45
Lee Financial
Texas
$1.75M – – –
IA
46
IFP Advisors
Florida
$1.62M +$1.1M +43,906 +214%
PSIWM
47
Paradigm Strategies in Wealth Management
Minnesota
$1.58M +$408K +15,858 +35%
CIAS
48
CFS Investment Advisory Services
New Jersey
$1.54M -$44M -1,709,722 -97%
BOPW
49
Brandywine Oak Private Wealth
Pennsylvania
$1.53M -$440K -17,084 -22%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.52M +$953K +37,022 +170%
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