IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

79 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
49
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$372K +$372K +13,713 New
AIP
52
Ameritas Investment Partners
Nebraska
$354K +$16.3K +601 +5%
LPT
53
Legacy Private Trust
Wisconsin
$318K +$69.6K +2,565 +28%
KAS
54
Kestra Advisory Services
Texas
$317K +$317K +11,685 New
Osaic Holdings
55
Osaic Holdings
Arizona
$278K +$49.6K +1,831 +22%
KA
56
Klingman & Associates
New York
$254K
SWM
57
Stockman Wealth Management
Montana
$251K +$251K +9,266 New
ST
58
Spinnaker Trust
Maine
$244K +$244K +9,040 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$241K +$112K +4,132 +87%
1IA
60
1834 Investment Advisors
Wisconsin
$238K +$106K +3,900 +80%
SIC
61
Sigma Investment Counselors
Michigan
$224K +$224K +8,250 New
ACS
62
Archford Capital Strategies
Illinois
$214K -$15.2K -561 -7%
COF
63
Capital One Financial
Virginia
$213K
EPP
64
ETF Portfolio Partners
Kansas
$205K
Citigroup
65
Citigroup
New York
$198K +$198K +7,300 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$152K +$22.7K +837 +18%
GWM
67
Geneos Wealth Management
Colorado
$117K
FRA
68
Front Row Advisors
California
$108K
IA
69
IFP Advisors
Florida
$103K +$103K +3,788 New
SPIA
70
Steward Partners Investment Advisory
New York
$71K
ASN
71
Advisory Services Network
Georgia
$52K +$52K +1,905 New
BWL
72
Bogart Wealth LLC
Virginia
$40K
WCG
73
Weaver Consulting Group
California
$33K
RIM
74
Rockbridge Investment Management
New York
$26K
VCM
75
Vigilant Capital Management
Maine
$21K +$4.94K +180 +31%