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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104 hedge funds and large institutions have $228M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
43
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$15.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.1M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.2M
5
LPT
5
Legacy Private Trust
Wisconsin
$5.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CCA
2
Childress Capital Advisors
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$2.58M
4
OMC
4
Old Mission Capital
Illinois
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$867K -$217K -8,344 -20%
APA
52
American Portfolios Advisors
New York
$855K – – –
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$773K – – –
IWC
54
Integrated Wealth Concepts
Massachusetts
$744K -$69.2K -2,663 -9%
CDIA
55
Capital Directions Investment Advisors
Georgia
$735K -$74.1K -2,852 -9%
AIP
56
Ameritas Investment Partners
Nebraska
$723K +$8.6K +331 +1%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$713K -$161K -6,209 -18%
BPA
58
Beacon Pointe Advisors
California
$640K +$282K +10,860 +79%
EWM
59
Executive Wealth Management
Michigan
$631K +$728 +28 +0.1%
AFP
60
Ausdal Financial Partners
Iowa
$617K -$4.5K -173 -0.7%
AWM
61
Altium Wealth Management
New York
$562K +$50.1K +1,928 +10%
PA
62
PFG Advisors
Arizona
$533K -$225K -8,652 -30%
SVWAG
63
Sound View Wealth Advisors Group
Georgia
$504K +$106K +4,089 +27%
CA
64
CGN Advisors
Kansas
$490K -$194K -7,457 -28%
Osaic Holdings
65
Osaic Holdings
Arizona
$447K +$74.4K +2,896 +20%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$443K -$187K -7,182 -30%
NA
67
NewEdge Advisors
Louisiana
$393K +$393K +15,118 New
FAFN
68
First Affirmative Financial Network
Colorado
$391K +$12.7K +489 +3%
ASN
69
Advisory Services Network
Georgia
$385K +$260 +10 +0.1%
BWM
70
BCS Wealth Management
Tennessee
$373K – – –
ADL
71
Asset Dedication LLC
California
$353K – – –
WA
72
Wealthstar Advisors
Texas
$353K – – –
WI
73
WrapManager Inc
California
$325K -$5.75K -221 -2%
ACS
74
Archford Capital Strategies
Illinois
$315K +$61.1K +2,358 +24%
MML Investors Services
75
MML Investors Services
Massachusetts
$303K +$303K +11,659 New
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