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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133 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$10.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$12.4M
3
OMC
3
Old Mission Capital
Illinois
$4.15M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$3.39M
5
Bank of America
5
Bank of America
North Carolina
$26M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$401K
2
ACIM
2
Azimuth Capital Investment Management
Michigan
$0
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
P
4
Paradiem
Louisiana
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNB
76
Virginia National Bank
Virginia
$638K -$335K -13,128 -34%
AIP
77
Ameritas Investment Partners
Nebraska
$613K +$8K +314 +1%
SVWAG
78
Sound View Wealth Advisors Group
Georgia
$588K -$39.1K -1,530 -6%
ST
79
Spinnaker Trust
Maine
$582K -$332K -13,032 -36%
RHP
80
Royal Harbor Partners
Texas
$577K +$577K +22,619 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$557K +$296K +11,610 +114%
TWM
82
Tradition Wealth Management
Minnesota
$545K +$153 +6 +0%
IA
83
IFP Advisors
Florida
$517K +$321K +12,707 +163%
RCAG
84
Rehmann Capital Advisory Group
Michigan
$473K -$4.16K -163 -0.9%
CPIA
85
Cornell Pochily Investment Advisors
New York
$453K +$1.05K +41 +0.2%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$413K +$170K +6,659 +70%
WSTAM
87
Wilbanks Smith & Thomas Asset Management
Virginia
$401K -$10.7M -419,359 -96%
WA
88
Wealthstar Advisors
Texas
$401K +$54.7K +2,147 +16%
ASN
89
Advisory Services Network
Georgia
$379K +$969 +38 +0.3%
BWM
90
BCS Wealth Management
Tennessee
$366K – – –
PGAM
91
Princeton Global Asset Management
New Jersey
$358K – – –
AM
92
Atwater Malick
Pennsylvania
$353K +$118K +4,632 +50%
AFP
93
Ausdal Financial Partners
Iowa
$350K +$1.86K +73 +0.5%
MML Investors Services
94
MML Investors Services
Massachusetts
$345K -$18K -705 -5%
ADL
95
Asset Dedication LLC
California
$344K -$3.37K -132 -1%
LIA
96
LBMC Investment Advisors
Tennessee
$344K +$344K +13,504 New
LNC
97
Lincoln National Corp
Pennsylvania
$333K +$125K +4,924 +60%
KA
98
Klingman & Associates
New York
$329K +$74K +2,900 +29%
PA
99
PFG Advisors
Arizona
$325K -$50.9K -1,995 -14%
BFG
100
Beacon Financial Group
Texas
$325K +$325K +12,747 New
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4
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