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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159 hedge funds and large institutions have $456M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$53.6M
2
KCM
Kathmere Capital Management
Pennsylvania
$15.4M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
$3.62M
4
RFC
Regions Financial Corp
Alabama
$6.24M
5
CIA
Covington Investment Advisors
Pennsylvania
$7.23M

Top Sellers

1
Jane Street
Jane Street
New York
$3.25M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.21M
4
Goldman Sachs
Goldman Sachs
New York
$3.62M
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
51
Atwater Malick
Pennsylvania
$1.57M +$121K +4,665 +8%
Creative Planning
52
Creative Planning
Kansas
$1.53M -$277K -10,672 -15%
CIAS
53
CFS Investment Advisory Services
New Jersey
$1.37M -$54.8K -2,111 -4%
IA
54
IFP Advisors
Florida
$1.36M +$164K +6,343 +14%
SWMG
55
Signature Wealth Management Group
Georgia
$1.32M +$1.32M +50,789 New
PSIWM
56
Paradigm Strategies in Wealth Management
Minnesota
$1.31M -$334K -12,895 -20%
WIC
57
Woodmont Investment Counsel
Tennessee
$1.2M -$2.12M -81,900 -64%
SSB
58
Sandy Spring Bank
Maryland
$1.18M -$82K -3,161 -6%
HBT
59
Hills Bank & Trust
Iowa
$1.14M +$134K +5,154 +13%
LWL
60
Leo Wealth LLC
Texas
$1.12M +$1.12M +43,083 New
CIA
61
Capital Investment Advisors
Georgia
$1.1M -$8.12K -313 -0.7%
ANTB
62
AMG National Trust Bank
Colorado
$1.09M – – –
VA
63
Valmark Advisers
Ohio
$1.08M +$71.4K +2,753 +7%
SC
64
Savant Capital
Illinois
$1.02M -$8.48K -327 -0.8%
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$962K +$1.25K +48 +0.1%
EIA
66
Eldridge Investment Advisors
New Hampshire
$958K +$441K +17,000 +85%
KPWS
67
Kestra Private Wealth Services
Texas
$956K +$956K +36,873 New
4WM
68
4J Wealth Management
Virginia
$933K -$1.58K -61 -0.2%
RHP
69
Royal Harbor Partners
Texas
$929K -$23.4K -902 -2%
BSAM
70
Blue Square Asset Management
New York
$914K +$17.3K +668 +2%
FFG
71
Foundry Financial Group
New Hampshire
$881K +$881K +33,975 New
GFPC
72
Global Financial Private Client
Florida
$864K -$494K -19,065 -36%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$836K -$94.2K -3,635 -10%
GSIAS
74
Garden State Investment Advisory Services
New Jersey
$825K -$129K -4,991 -14%
EPW
75
Evergreen Private Wealth
Colorado
$808K +$808K +31,177 New
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