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

151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$74.7M
2
Bank of America
2
Bank of America
North Carolina
$42.7M
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
UBS Group
4
UBS Group
Switzerland
$14.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.52M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.54M
2
SL
2
Salomon & Ludwin
Virginia
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
CIM
4
Confluence Investment Management
Missouri
$865K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$768K -$25.7K -1,000 -3%
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$766K – – –
RW
78
Reframe Wealth
Virginia
$728K +$728K +28,286 New
CDIA
79
Capital Directions Investment Advisors
Georgia
$728K +$728K +28,286 New
VA
80
Valmark Advisers
Ohio
$705K +$14.7K +569 +2%
AWM
81
Apollon Wealth Management
South Carolina
$698K -$548K -21,300 -44%
CIA
82
Capital Investment Advisors
Georgia
$606K +$304K +11,795 +101%
VNB
83
Virginia National Bank
Virginia
$595K -$49.3K -1,913 -8%
TWA
84
Tillar-Wenstrup Advisors
Ohio
$534K -$141K -5,495 -21%
CIC
85
Carnegie Investment Counsel
Ohio
$530K -$734K -28,497 -58%
AIP
86
Ameritas Investment Partners
Nebraska
$479K -$140K -5,451 -23%
CPIA
87
Cornell Pochily Investment Advisors
New York
$478K +$20.5K +796 +4%
GSIAS
88
Garden State Investment Advisory Services
New Jersey
$477K +$477K +18,535 New
MML Investors Services
89
MML Investors Services
Massachusetts
$471K +$123K +4,762 +35%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$469K +$63.5K +2,466 +16%
WA
91
Waterford Advisors
New York
$467K +$467K +18,117 New
RCAG
92
Rehmann Capital Advisory Group
Michigan
$444K -$33.5K -1,301 -7%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$434K +$197K +7,632 +83%
FAFN
94
First Affirmative Financial Network
Colorado
$426K +$127K +4,927 +42%
WHCI
95
W.H. Cornerstone Investments
Massachusetts
$420K -$332K -12,843 -44%
WA
96
Wealthstar Advisors
Texas
$405K – – –
AF
97
Allworth Financial
California
$399K +$399K +15,500 New
AM
98
Atwater Malick
Pennsylvania
$391K +$35.1K +1,365 +10%
WI
99
WrapManager Inc
California
$389K +$74.7K +2,897 +24%
GAM
100
Gould Asset Management
California
$384K +$384K +14,915 New
2 3
4
5 6