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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156 hedge funds and large institutions have $514M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
76
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$12.2M
2
CG
Colony Group
Massachusetts
$83.1M
3
FTUS
Flow Traders U.S.
New York
$4.48M
4
P
Paradiem
Louisiana
$3.25M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.57M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$14M
2
CAN
Cetera Advisor Networks
California
$18M
3
Stifel Financial
Stifel Financial
Missouri
$616K
4
US Bancorp
US Bancorp
Minnesota
$17.3M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
76
Peloton Wealth Strategists
Indiana
$872K -$12.9K -500 -1%
BSAM
77
Blue Square Asset Management
New York
$845K -$117K -4,537 -12%
ASN
78
Advisory Services Network
Georgia
$828K +$388 +15 +0%
APP
79
Avantax Planning Partners
Iowa
$799K +$78 +3 +0%
CFMC
80
Curbstone Financial Management Corp
New Hampshire
$770K – – –
CIA
81
Capital Investment Advisors
Georgia
$742K +$134K +5,162 +22%
AWM
82
Apollon Wealth Management
South Carolina
$701K – – –
VA
83
Valmark Advisers
Ohio
$698K -$10.7K -412 -2%
GHA
84
Granite Harbor Advisors
Texas
$685K +$299K +11,574 +78%
NWM
85
Northcape Wealth Management
New York
$658K -$168K -6,513 -20%
Stifel Financial
86
Stifel Financial
Missouri
$616K -$2.24M -86,599 -78%
VNB
87
Virginia National Bank
Virginia
$616K +$18.5K +714 +3%
IWM
88
IHT Wealth Management
Illinois
$612K +$612K +23,660 New
JAG
89
Journey Advisory Group
Kentucky
$537K +$537K +20,741 New
CIC
90
Carnegie Investment Counsel
Ohio
$533K – – –
LNC
91
Lincoln National Corp
Pennsylvania
$522K +$189K +7,292 +57%
GSIAS
92
Garden State Investment Advisory Services
New Jersey
$516K +$36.4K +1,406 +8%
EWS
93
Evergreen Wealth Solutions
Pennsylvania
$512K +$512K +19,782 New
AIP
94
Ameritas Investment Partners
Nebraska
$484K +$2.79K +108 +0.6%
CPIA
95
Cornell Pochily Investment Advisors
New York
$481K +$1.09K +42 +0.2%
WSTAM
96
Wilbanks Smith & Thomas Asset Management
Virginia
$471K – – –
WA
97
Waterford Advisors
New York
$469K – – –
RCAG
98
Rehmann Capital Advisory Group
Michigan
$469K +$22.2K +857 +5%
AM
99
Atwater Malick
Pennsylvania
$452K +$59.3K +2,291 +15%
HCM
100
Howland Capital Management
Massachusetts
$442K +$77.6K +3,000 +21%
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