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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156 hedge funds and large institutions have $514M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
76
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$12.2M
2
CG
Colony Group
Massachusetts
$83.1M
3
FTUS
Flow Traders U.S.
New York
$4.48M
4
P
Paradiem
Louisiana
$3.25M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.57M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$14M
2
CAN
Cetera Advisor Networks
California
$18M
3
Stifel Financial
Stifel Financial
Missouri
$616K
4
US Bancorp
US Bancorp
Minnesota
$17.3M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$1.64M +$200K +7,715 +14%
PSIWM
52
Paradigm Strategies in Wealth Management
Minnesota
$1.59M – – –
GFPC
53
Global Financial Private Client
Florida
$1.58M +$724K +27,994 +84%
Creative Planning
54
Creative Planning
Kansas
$1.56M +$524K +20,239 +50%
IA
55
IFP Advisors
Florida
$1.45M -$170K -6,759 -10%
LB
56
Leo Brokerage
Texas
$1.39M +$1.39M +53,572 New
SWMG
57
Signature Wealth Management Group
Georgia
$1.37M +$36.4K +1,406 +3%
SSB
58
Sandy Spring Bank
Maryland
$1.33M +$129K +4,995 +11%
BOPW
59
Brandywine Oak Private Wealth
Pennsylvania
$1.25M -$288K -11,120 -19%
RAG
60
RIA Advisory Group
Iowa
$1.19M +$108K +4,162 +10%
SVWAG
61
Sound View Wealth Advisors Group
Georgia
$1.17M -$1.76M -67,908 -60%
DSA
62
Droms Strauss Advisors
Missouri
$1.15M +$165K +6,362 +17%
PPWM
63
PFG Private Wealth Management
Florida
$1.12M +$1.12M +43,136 New
4WM
64
4J Wealth Management
Virginia
$1.11M +$131K +5,060 +13%
SC
65
Savant Capital
Illinois
$1.1M +$705K +27,266 +178%
ANTB
66
AMG National Trust Bank
Colorado
$1.09M – – –
AI
67
Atria Investments
North Carolina
$1.05M +$1.05M +40,599 New
AWS
68
AJ Wealth Strategies
New York
$1M -$32.8K -1,267 -3%
RHP
69
Royal Harbor Partners
Texas
$962K +$75.2K +2,907 +8%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$958K – – –
SIC
71
Sigma Investment Counselors
Michigan
$956K -$41.4K -1,600 -4%
HW
72
Hedeker Wealth
Illinois
$948K -$480K -18,567 -34%
FAM
73
Forte Asset Management
New York
$916K – – –
Lido Advisors
74
Lido Advisors
California
$900K +$900K +34,770 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$885K +$113K +4,367 +15%
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