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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155 hedge funds and large institutions have $311M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
41
Reduced
73
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
1
Sonata Capital Group
Washington
$2.79M
2
TWP
2
Triad Wealth Partners
Kansas
$2.01M
3
SG
3
Strid Group
Pennsylvania
$901K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PA
5
PSI Advisors
Florida
$2.45M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$2.79M
2
Jane Street
2
Jane Street
New York
$1.79M
3
Bank of America
3
Bank of America
North Carolina
$40.7M
4
QFA
4
Quantum Financial Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Modern Wealth Management
Kansas
$650K +$108K +4,140 +20%
GHA
77
Granite Harbor Advisors
Texas
$645K +$123K +4,713 +24%
TA
78
TPG Advisors
Illinois
$644K – – –
SIC
79
Sigma Investment Counselors
Michigan
$624K – – –
HCM
80
Howland Capital Management
Massachusetts
$606K -$3.92K -150 -0.6%
Corient Private Wealth
81
Corient Private Wealth
Florida
$567K -$95.6K -3,663 -14%
LF
82
Lantz Financial
Illinois
$536K +$1.2K +46 +0.2%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$529K -$10.3K -396 -2%
PPWM
84
PFG Private Wealth Management
Florida
$526K +$6.6K +253 +1%
CFS
85
Commonwealth Financial Services
West Virginia
$517K -$21.7K -833 -4%
APP
86
Avantax Planning Partners
Iowa
$515K -$118K -4,504 -19%
PWS
87
Peloton Wealth Strategists
Indiana
$514K – – –
EWS
88
Evergreen Wealth Solutions
Pennsylvania
$512K -$65.7K -2,517 -11%
Creative Planning
89
Creative Planning
Kansas
$512K -$265K -10,160 -34%
SWM
90
Segment Wealth Management
Texas
$510K -$209K -8,000 -29%
SCA
91
Stonebridge Capital Advisors
Minnesota
$503K -$175K -6,700 -26%
WIC
92
Woodmont Investment Counsel
Tennessee
$483K -$414K -15,850 -46%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$472K -$52.1K -2,000 -10%
PGAM
94
Princeton Global Asset Management
New Jersey
$467K – – –
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$451K -$380K -14,550 -46%
RJT
96
Raymond James Trust
Florida
$450K -$4.7K -180 -1%
HS
97
Horan Securities
United States
$439K – – –
GAM
98
Gould Asset Management
California
$436K – – –
AF
99
Allworth Financial
California
$425K – – –
BOPW
100
Brandywine Oak Private Wealth
Pennsylvania
$419K -$130K -4,970 -24%
2 3
4
5 6