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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133 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$10.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$12.4M
3
OMC
3
Old Mission Capital
Illinois
$4.15M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$3.39M
5
Bank of America
5
Bank of America
North Carolina
$26M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$401K
2
ACIM
2
Azimuth Capital Investment Management
Michigan
$0
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
P
4
Paradiem
Louisiana
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
51
AMG National Trust Bank
Colorado
$1.07M – – –
REMPR
52
Roof Eidam Maycock Peralta (REMP)
California
$1.06M – – –
SWMG
53
Signature Wealth Management Group
Georgia
$1.05M +$514K +20,142 +95%
SSB
54
Sandy Spring Bank
Maryland
$1.05M -$3.7K -145 -0.4%
NWM
55
Northcape Wealth Management
New York
$1.04M -$468K -18,358 -31%
AWS
56
AJ Wealth Strategies
New York
$1.02M – – –
FCA
57
FinTrust Capital Advisors
South Carolina
$970K +$970K +37,924 New
SIC
58
Sigma Investment Counselors
Michigan
$944K +$6.38K +250 +0.7%
DSA
59
Droms Strauss Advisors
Missouri
$940K +$439K +17,203 +87%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$929K +$929K +36,404 New
Osaic Holdings
61
Osaic Holdings
Arizona
$928K +$47.4K +1,859 +5%
BSAM
62
Blue Square Asset Management
New York
$923K – – –
FAM
63
Forte Asset Management
New York
$903K – – –
PWS
64
Peloton Wealth Strategists
Indiana
$872K -$12.7K -500 -1%
PTC
65
Private Trust Company
Ohio
$867K -$17.8K -697 -2%
GFPC
66
Global Financial Private Client
Florida
$828K +$242K +9,492 +41%
CG
67
Colony Group
Massachusetts
$799K +$799K +31,312 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$787K – – –
4WM
69
4J Wealth Management
Virginia
$779K -$105K -4,120 -12%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$759K – – –
WHCI
71
W.H. Cornerstone Investments
Massachusetts
$744K +$744K +29,068 New
CDIA
72
Capital Directions Investment Advisors
Georgia
$721K -$735K -28,286 Closed
IWC
73
Integrated Wealth Concepts
Massachusetts
$697K +$63.1K +2,476 +10%
VA
74
Valmark Advisers
Ohio
$684K -$33.8K -1,326 -5%
TWA
75
Tillar-Wenstrup Advisors
Ohio
$669K -$158K -6,200 -19%
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