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

148 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$10.6M
2
Citadel Advisors
Citadel Advisors
Florida
$9.45M
3
CIM
Confluence Investment Management
Missouri
$6.86M
4
Goldman Sachs
Goldman Sachs
New York
$6.42M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$3.26M

Top Sellers

1
CG
Colony Group
Massachusetts
$9.15M
2
Wells Fargo
Wells Fargo
California
$13.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.62M
4
LPT
Legacy Private Trust
Wisconsin
$1.13M
5
RCA
Resonant Capital Advisors
Wisconsin
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSAM
76
Blue Square Asset Management
New York
$889K +$14.8K +578 +2%
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
$870K -$87.1K -3,389 -9%
CAN
78
Cetera Advisor Networks
California
$851K -$185K -7,190 -18%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$840K +$14.2K +554 +2%
CFMC
80
Curbstone Financial Management Corp
New Hampshire
$764K – – –
AWM
81
Apollon Wealth Management
South Carolina
$756K -$93.9K -3,655 -11%
ASN
82
Advisory Services Network
Georgia
$756K -$21.8K -848 -3%
Corient Private Wealth
83
Corient Private Wealth
Florida
$717K – – –
GHA
84
Granite Harbor Advisors
Texas
$680K – – –
APP
85
Avantax Planning Partners
Iowa
$639K -$154K -6,001 -19%
HCM
86
Howland Capital Management
Massachusetts
$622K +$144K +5,600 +30%
IWM
87
IHT Wealth Management
Illinois
$613K +$2.67K +104 +0.4%
VNB
88
Virginia National Bank
Virginia
$612K – – –
PWS
89
Peloton Wealth Strategists
Indiana
$583K -$283K -11,000 -33%
Deutsche Bank
90
Deutsche Bank
Germany
$528K +$528K +20,550 New
LNC
91
Lincoln National Corp
Pennsylvania
$521K +$1.44K +56 +0.3%
EIA
92
Eldridge Investment Advisors
New Hampshire
$511K +$59K +2,301 +13%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$510K +$75.2K +2,931 +17%
CPIA
94
Cornell Pochily Investment Advisors
New York
$481K +$1.62K +63 +0.3%
EWS
95
Evergreen Wealth Solutions
Pennsylvania
$474K -$59K -2,297 -11%
CIC
96
Carnegie Investment Counsel
Ohio
$461K – – –
PCH
97
PGIM Custom Harvest
New Jersey
$450K +$160K +6,213 +55%
PCIA
98
Prime Capital Investment Advisors
Kansas
$441K +$160K +6,213 +57%
AIP
99
Ameritas Investment Partners
Nebraska
$428K -$47.8K -1,860 -10%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$420K -$472K -18,370 -53%
2 3
4
5 6