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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163 hedge funds and large institutions have $361M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
51
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
Hills Bank & Trust
Iowa
$3.36M
2
PA
PSI Advisors
Florida
$1.94M
3
VA
Valmark Advisers
Ohio
$2.46M
4
Bank of America
Bank of America
North Carolina
$43.8M
5
SWP
Stratos Wealth Partners
Ohio
$4.24M

Top Sellers

1
Jane Street
Jane Street
New York
$12M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
Morgan Stanley
Morgan Stanley
New York
$13.1M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.24M
5
SCG
Sonata Capital Group
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$4.02M -$1.73M -66,410 -30%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.84M -$132K -5,081 -3%
CWP
28
Cyndeo Wealth Partners
Florida
$3.83M -$86.6K -3,325 -2%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$3.65M +$8.39K +322 +0.2%
HBT
30
Hills Bank & Trust
Iowa
$3.36M +$2.22M +85,180 +194%
P
31
Paradiem
Louisiana
$3.27M – – –
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$3.17M +$402K +15,436 +15%
CTC
33
Central Trust Company
Missouri
$3.03M +$83K +3,185 +3%
SPA
34
Sentinel Pension Advisors
Massachusetts
$2.97M -$11.5K -441 -0.4%
QFA
35
Quantum Financial Advisors
California
$2.95M -$412K -15,807 -12%
LIA
36
LBMC Investment Advisors
Tennessee
$2.8M +$253K +9,713 +10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.62M -$139K -5,345 -5%
NDSI
38
Newman Dignan & Sheerar Inc
Rhode Island
$2.6M -$438K -16,800 -14%
Ameriprise
39
Ameriprise
Minnesota
$2.55M +$198K +7,619 +8%
VA
40
Valmark Advisers
Ohio
$2.46M +$1.27M +48,577 +106%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.42M -$1.38K -53 -0.1%
Lido Advisors
42
Lido Advisors
California
$2.41M +$2.01K +77 +0.1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$2.38M +$397K +15,252 +20%
UCFA
44
United Capital Financial Advisors
Texas
$2.25M -$142K -5,451 -6%
Mariner
45
Mariner
Kansas
$2.18M +$62.1K +2,384 +3%
PA
46
PSI Advisors
Florida
$1.94M +$1.94M +74,610 New
SA
47
Sanctuary Advisors
Indiana
$1.9M +$1.9M +73,021 New
PFM
48
Phillips Financial Management
Indiana
$1.67M – – –
IWM
49
IHT Wealth Management
Illinois
$1.64M +$8.13K +312 +0.5%
AM
50
Atwater Malick
Pennsylvania
$1.6M -$80.2K -3,080 -5%
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