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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159 hedge funds and large institutions have $456M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$53.6M
2
KCM
Kathmere Capital Management
Pennsylvania
$15.4M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
$3.62M
4
RFC
Regions Financial Corp
Alabama
$6.24M
5
CIA
Covington Investment Advisors
Pennsylvania
$7.23M

Top Sellers

1
Jane Street
Jane Street
New York
$3.25M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.21M
4
Goldman Sachs
Goldman Sachs
New York
$3.62M
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$771K +$499K +19,254 +183%
ASN
77
Advisory Services Network
Georgia
$764K +$830 +32 +0.1%
HCM
78
Howland Capital Management
Massachusetts
$736K +$108K +4,170 +17%
SWM
79
Segment Wealth Management
Texas
$714K +$714K +27,550 New
BOPW
80
Brandywine Oak Private Wealth
Pennsylvania
$714K -$165K -6,353 -19%
SIC
81
Sigma Investment Counselors
Michigan
$704K -$220K -8,500 -24%
GHA
82
Granite Harbor Advisors
Texas
$687K – – –
AWM
83
Apollon Wealth Management
South Carolina
$677K -$86.7K -3,345 -11%
PPWM
84
PFG Private Wealth Management
Florida
$660K -$328K -12,658 -33%
Corient Private Wealth
85
Corient Private Wealth
Florida
$658K -$66.2K -2,552 -9%
IWM
86
IHT Wealth Management
Illinois
$622K +$3.66K +141 +0.6%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$584K -$1.13M -43,731 -66%
Deutsche Bank
88
Deutsche Bank
Germany
$569K +$36K +1,390 +7%
PWS
89
Peloton Wealth Strategists
Indiana
$511K -$77.8K -3,000 -13%
EWS
90
Evergreen Wealth Solutions
Pennsylvania
$500K +$21.9K +843 +5%
CPIA
91
Cornell Pochily Investment Advisors
New York
$485K -$26 -1 -0%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$482K -$289K -11,150 -37%
LF
93
Lantz Financial
Illinois
$476K +$188K +7,258 +65%
PGAM
94
Princeton Global Asset Management
New Jersey
$464K +$80K +3,085 +21%
WA
95
Waterford Advisors
New York
$461K +$461K +17,779 New
ACS
96
Archford Capital Strategies
Illinois
$456K +$92K +3,547 +25%
FAFN
97
First Affirmative Financial Network
Colorado
$448K +$78.6K +3,030 +21%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$447K +$23K +888 +5%
GAM
99
Gould Asset Management
California
$433K +$208K +8,030 +93%
AF
100
Allworth Financial
California
$431K +$20.1K +776 +5%
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