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

148 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$10.6M
2
Citadel Advisors
Citadel Advisors
Florida
$9.45M
3
CIM
Confluence Investment Management
Missouri
$6.86M
4
Goldman Sachs
Goldman Sachs
New York
$6.42M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$3.26M

Top Sellers

1
CG
Colony Group
Massachusetts
$9.15M
2
Wells Fargo
Wells Fargo
California
$13.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.62M
4
LPT
Legacy Private Trust
Wisconsin
$1.13M
5
RCA
Resonant Capital Advisors
Wisconsin
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$1.79M +$212K +8,258 +13%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1.7M -$251K -9,789 -13%
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$1.63M -$5.32K -207 -0.3%
AM
54
Atwater Malick
Pennsylvania
$1.43M +$485K +18,860 +51%
Lido Advisors
55
Lido Advisors
California
$1.42M +$554K +21,563 +64%
CIAS
56
CFS Investment Advisory Services
New Jersey
$1.41M -$168K -6,541 -11%
GFPC
57
Global Financial Private Client
Florida
$1.34M -$192K -7,491 -13%
SSB
58
Sandy Spring Bank
Maryland
$1.25M -$52.4K -2,040 -4%
SVWAG
59
Sound View Wealth Advisors Group
Georgia
$1.21M +$75K +2,921 +7%
IA
60
IFP Advisors
Florida
$1.19M -$227K -8,822 -16%
RAG
61
RIA Advisory Group
Iowa
$1.15M -$50.3K -1,959 -4%
LPT
62
Legacy Private Trust
Wisconsin
$1.13M -$2.97M -115,706 -72%
CIA
63
Capital Investment Advisors
Georgia
$1.09M +$234K +9,126 +27%
ANTB
64
AMG National Trust Bank
Colorado
$1.08M – – –
RCA
65
Resonant Capital Advisors
Wisconsin
$1.03M -$2.54M -98,949 -71%
SC
66
Savant Capital
Illinois
$1.02M -$76.4K -2,975 -7%
VA
67
Valmark Advisers
Ohio
$1M +$118K +4,599 +13%
HBT
68
Hills Bank & Trust
Iowa
$998K +$998K +38,864 New
PPWM
69
PFG Private Wealth Management
Florida
$979K -$129K -5,031 -12%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$952K – – –
GSIAS
71
Garden State Investment Advisory Services
New Jersey
$945K +$64.8K +2,522 +7%
RHP
72
Royal Harbor Partners
Texas
$943K -$209K -8,134 -18%
4WM
73
4J Wealth Management
Virginia
$926K +$745 +29 +0.1%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$922K -$514K -20,018 -36%
SIC
75
Sigma Investment Counselors
Michigan
$916K -$32.9K -1,280 -3%
1 2
3
4 5