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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106 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
45
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIM
Leavell Investment Management
Alabama
$8.8M
2
CIAS
CFS Investment Advisory Services
New Jersey
$1.78M
3
Truist Financial
Truist Financial
North Carolina
$3.64M
4
Bank of America
Bank of America
North Carolina
$14.6M
5
AWM
Apollon Wealth Management
South Carolina
$1.26M

Top Sellers

1
EC
Estate Counselors
Wisconsin
$612K
2
SCA
Stonebridge Capital Advisors
Minnesota
$2.56M
3
FTUS
Flow Traders U.S.
New York
$256K
4
Citigroup
Citigroup
New York
$0
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
51
Legacy Private Trust
Wisconsin
$857K -$67K -2,490 -7%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$832K +$51.1K +1,897 +7%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$742K +$8.72K +310 +1%
AIP
54
Ameritas Investment Partners
Nebraska
$677K +$131K +4,860 +24%
EWM
55
Executive Wealth Management
Michigan
$651K -$2.4K -89 -0.4%
Mariner
56
Mariner
Kansas
$647K -$57.4K -2,129 -8%
IWC
57
Integrated Wealth Concepts
Massachusetts
$647K -$7.27K -270 -1%
AFP
58
Ausdal Financial Partners
Iowa
$643K -$21.4K -793 -3%
ST
59
Spinnaker Trust
Maine
$615K +$33.9K +1,259 +6%
EC
60
Estate Counselors
Wisconsin
$612K -$2.71M -100,605 -82%
CA
61
CGN Advisors
Kansas
$610K +$31.6K +1,174 +5%
CFMC
62
Curbstone Financial Management Corp
New Hampshire
$560K +$159K +5,900 +40%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$548K -$15.2K -564 -3%
AWM
64
Altium Wealth Management
New York
$530K +$31.7K +1,179 +6%
PWM
65
Paulson Wealth Management
Illinois
$504K -$2.99K -111 -0.6%
BPA
66
Beacon Pointe Advisors
California
$422K +$108 +4 +0%
ADL
67
Asset Dedication LLC
California
$409K – – –
BWM
68
BCS Wealth Management
Tennessee
$387K – – –
Osaic Holdings
69
Osaic Holdings
Arizona
$370K +$16K +595 +5%
WI
70
WrapManager Inc
California
$342K -$3.5K -130 -1%
SVWAG
71
Sound View Wealth Advisors Group
Georgia
$339K +$339K +12,600 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$301K +$592 +22 +0.2%
FIM
73
Freedom Investment Management
Connecticut
$294K +$294K +10,897 New
SWM
74
Stockman Wealth Management
Montana
$278K – – –
WA
75
Wealthstar Advisors
Texas
$266K +$49.9K +1,851 +23%
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