IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Overview Fund Activity
Delisted

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

Back to rankings

151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$74.7M
2
Bank of America
2
Bank of America
North Carolina
$42.7M
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
UBS Group
4
UBS Group
Switzerland
$14.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.52M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.54M
2
SL
2
Salomon & Ludwin
Virginia
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
CIM
4
Confluence Investment Management
Missouri
$865K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$1.44M +$1.44M +55,802 New
HW
52
Hedeker Wealth
Illinois
$1.42M +$1.42M +55,230 New
Jane Street
53
Jane Street
New York
$1.33M -$527K -20,465 -28%
SWMG
54
Signature Wealth Management Group
Georgia
$1.33M +$264K +10,261 +25%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.27M +$330K +12,843 +35%
SSB
56
Sandy Spring Bank
Maryland
$1.19M +$134K +5,220 +13%
ANTB
57
AMG National Trust Bank
Colorado
$1.08M – – –
RAG
58
RIA Advisory Group
Iowa
$1.03M +$1.03M +41,651 New
Creative Planning
59
Creative Planning
Kansas
$1.03M -$274K -10,629 -21%
AWS
60
AJ Wealth Strategies
New York
$1.03M – – –
SIC
61
Sigma Investment Counselors
Michigan
$992K +$39K +1,515 +4%
DSA
62
Droms Strauss Advisors
Missouri
$981K +$28.5K +1,105 +3%
4WM
63
4J Wealth Management
Virginia
$976K +$189K +7,342 +24%
BSAM
64
Blue Square Asset Management
New York
$958K +$26.5K +1,030 +3%
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$954K -$116K -4,500 -11%
FAM
66
Forte Asset Management
New York
$912K – – –
RHP
67
Royal Harbor Partners
Texas
$883K +$300K +11,662 +52%
PWS
68
Peloton Wealth Strategists
Indiana
$881K – – –
SBL
69
Sargent Bickham Lagudis
Colorado
$880K +$880K +34,170 New
CIM
70
Confluence Investment Management
Missouri
$865K -$4.07M -158,006 -82%
GFPC
71
Global Financial Private Client
Florida
$857K +$21.1K +818 +3%
ASN
72
Advisory Services Network
Georgia
$824K +$441K +17,120 +115%
NWM
73
Northcape Wealth Management
New York
$823K -$232K -8,992 -22%
APP
74
Avantax Planning Partners
Iowa
$795K +$795K +30,877 New
LIA
75
LBMC Investment Advisors
Tennessee
$773K +$426K +16,534 +122%
1 2
3
4 5