IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Overview Fund Activity
Delisted

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

Back to rankings

159 hedge funds and large institutions have $456M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$53.6M
2
KCM
Kathmere Capital Management
Pennsylvania
$15.4M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
$3.62M
4
RFC
Regions Financial Corp
Alabama
$6.24M
5
CIA
Covington Investment Advisors
Pennsylvania
$7.23M

Top Sellers

1
Jane Street
Jane Street
New York
$3.25M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.21M
4
Goldman Sachs
Goldman Sachs
New York
$3.62M
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$4.38M -$276K -10,636 -6%
CWP
27
Cyndeo Wealth Partners
Florida
$3.89M -$714K -27,525 -15%
NDSI
28
Newman Dignan & Sheerar Inc
Rhode Island
$3.86M +$700 +27 +0%
Goldman Sachs
29
Goldman Sachs
New York
$3.62M -$2.86M -110,432 -44%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$3.62M +$3.62M +139,547 New
P
31
Paradiem
Louisiana
$3.26M – – –
Jane Street
32
Jane Street
New York
$3.25M -$11.5M -442,924 -78%
SPA
33
Sentinel Pension Advisors
Massachusetts
$3.12M -$39.8K -1,536 -1%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$2.93M +$1.71M +65,899 +139%
SCG
35
Sonata Capital Group
Washington
$2.78M -$18.2K -700 -0.6%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$2.77M -$519K -20,002 -16%
SWP
37
Stratos Wealth Partners
Ohio
$2.74M +$871K +33,583 +47%
SCA
38
Stonebridge Capital Advisors
Minnesota
$2.66M -$436K -16,829 -14%
Lido Advisors
39
Lido Advisors
California
$2.55M +$1.12M +43,080 +78%
BPA
40
Beacon Pointe Advisors
California
$2.38M -$276K -10,636 -10%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.38M -$819K -31,573 -26%
CTC
42
Central Trust Company
Missouri
$2.35M +$420K +16,180 +22%
Mariner
43
Mariner
Kansas
$2.29M +$387K +14,938 +20%
UCFA
44
United Capital Financial Advisors
Texas
$2.2M -$981K -37,814 -31%
Ameriprise
45
Ameriprise
Minnesota
$2.19M +$321K +12,373 +17%
LIA
46
LBMC Investment Advisors
Tennessee
$2.18M +$726 +28 +0%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$2.11M -$81.3K -3,137 -4%
PFM
48
Phillips Financial Management
Indiana
$1.85M – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$1.81M -$880K -33,952 -33%
DSA
50
Droms Strauss Advisors
Missouri
$1.75M -$1.07M -41,221 -38%
1
2
3 4 5