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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104 hedge funds and large institutions have $228M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
43
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$15.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.1M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.2M
5
LPT
5
Legacy Private Trust
Wisconsin
$5.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CCA
2
Childress Capital Advisors
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$2.58M
4
OMC
4
Old Mission Capital
Illinois
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$289K +$289K +11,134 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$287K -$4.76K -183 -2%
CIA
78
Capital Investment Advisors
Georgia
$280K +$47.1K +1,812 +20%
SWM
79
Stockman Wealth Management
Montana
$269K – – –
FIM
80
Freedom Investment Management
Connecticut
$258K +$4.42K +170 +2%
CPSC
81
Carl P. Sherr & Co
Massachusetts
$251K +$10.4K +400 +4%
CSPAM
82
Cary Street Partners Asset Management
Virginia
$238K – – –
RCAG
83
Rehmann Capital Advisory Group
Michigan
$222K -$390K -14,984 -64%
GPA
84
Guidance Point Advisors
Massachusetts
$222K +$78 +3 +0%
AM
85
Atwater Malick
Pennsylvania
$209K +$10.8K +416 +5%
BONH
86
Bank of New Hampshire
New Hampshire
$202K – – –
IA
87
IFP Advisors
Florida
$196K +$196K +7,788 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$153K -$17.5K -675 -10%
FRA
89
Front Row Advisors
California
$104K – – –
FNBOSM
90
First National Bank of South Miami
Florida
$86K +$28.7K +1,100 +50%
PGAM
91
Princeton Global Asset Management
New Jersey
$83K +$49.3K +1,900 +147%
VCM
92
Vigilant Capital Management
Maine
$76K +$15K +575 +25%
CIAS
93
CFS Investment Advisory Services
New Jersey
$65K +$62.3K +1,606,375 +2,284%
TWM
94
Tradition Wealth Management
Minnesota
$55K +$10.5K +403 +24%
SPIA
95
Steward Partners Investment Advisory
New York
$51K – – –
1IA
96
1834 Investment Advisors
Wisconsin
$41K – – –
BWL
97
Bogart Wealth LLC
Virginia
$39K – – –
RIM
98
Rockbridge Investment Management
New York
$24.6K – – –
BEI
99
Benjamin Edwards Inc
Missouri
$23K -$788 -30 -3%
CAAS
100
Capital Asset Advisory Services
Michigan
$14K – – –
1 2 3
4
5