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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155 hedge funds and large institutions have $311M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
41
Reduced
73
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
1
Sonata Capital Group
Washington
$2.79M
2
TWP
2
Triad Wealth Partners
Kansas
$2.01M
3
SG
3
Strid Group
Pennsylvania
$901K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PA
5
PSI Advisors
Florida
$2.45M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$2.79M
2
Jane Street
2
Jane Street
New York
$1.79M
3
Bank of America
3
Bank of America
North Carolina
$40.7M
4
QFA
4
Quantum Financial Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
26
Hills Bank & Trust
Iowa
$3.37M – – –
P
27
Paradiem
Louisiana
$3.28M – – –
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$3.27M +$92.5K +3,543 +3%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.21M -$638K -24,445 -17%
RJA
30
Raymond James & Associates
Florida
$3.05M -$1.04M -39,837 -25%
SPA
31
Sentinel Pension Advisors
Massachusetts
$2.98M +$6.16K +236 +0.2%
CTC
32
Central Trust Company
Missouri
$2.82M -$215K -8,222 -7%
KCM
33
Kathmere Capital Management
Pennsylvania
$2.79M -$14.7M -564,221 -84%
SCG
34
Sonata Capital Group
Washington
$2.79M +$2.79M +106,720 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.63M +$5.09K +195 +0.2%
LIA
36
LBMC Investment Advisors
Tennessee
$2.59M -$212K -8,130 -8%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2.55M +$165K +6,330 +7%
PA
38
PSI Advisors
Florida
$2.45M +$504K +19,309 +26%
Ameriprise
39
Ameriprise
Minnesota
$2.41M -$142K -5,459 -6%
VA
40
Valmark Advisers
Ohio
$2.4M -$62.4K -2,390 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.4M -$20K -767 -0.8%
UCFA
42
United Capital Financial Advisors
Texas
$2.21M -$46.7K -1,790 -2%
TWP
43
Triad Wealth Partners
Kansas
$2.01M +$1.01M +38,550 +100%
Lido Advisors
44
Lido Advisors
California
$1.89M -$518K -19,828 -21%
Mariner
45
Mariner
Kansas
$1.85M -$326K -12,498 -15%
Jane Street
46
Jane Street
New York
$1.79M -$10.2M -391,287 -85%
IWM
47
IHT Wealth Management
Illinois
$1.66M +$9.37K +359 +0.6%
AM
48
Atwater Malick
Pennsylvania
$1.65M +$50.2K +1,922 +3%
PFM
49
Phillips Financial Management
Indiana
$1.64M -$29.2K -1,117 -2%
AI
50
Atria Investments
North Carolina
$1.34M +$170K +6,525 +15%
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