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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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 %
GHA
101
Granite Harbor Advisors
Texas
$384K +$384K +14,910 New
LF
102
Lantz Financial
Illinois
$372K +$372K +14,441 New
HCM
103
Howland Capital Management
Massachusetts
$363K +$363K +14,100 New
EIA
104
Eldridge Investment Advisors
New Hampshire
$363K +$363K +14,083 New
PGAM
105
Princeton Global Asset Management
New Jersey
$362K – – –
ACS
106
Archford Capital Strategies
Illinois
$361K +$72.8K +2,829 +25%
ADL
107
Asset Dedication LLC
California
$348K – – –
LNC
108
Lincoln National Corp
Pennsylvania
$332K -$4.58K -178 -1%
AFP
109
Ausdal Financial Partners
Iowa
$332K -$21.7K -844 -6%
BFG
110
Beacon Financial Group
Texas
$329K +$824 +32 +0.3%
ST
111
Spinnaker Trust
Maine
$319K -$268K -10,425 -46%
PA
112
PFG Advisors
Arizona
$317K -$11.7K -454 -4%
MC
113
Moors & Cabot
Massachusetts
$315K – – –
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$314K -$103K -4,000 -25%
CFG
115
Carr Financial Group
Massachusetts
$309K +$309K +12,000 New
KA
116
Klingman & Associates
New York
$273K -$59.1K -2,295 -18%
CGFA
117
Colton Groome Financial Advisors
North Carolina
$272K +$30.3K +1,175 +13%
SWM
118
Stockman Wealth Management
Montana
$266K – – –
NC
119
NovaPoint Capital
Georgia
$261K – – –
AF
120
Arrow Financial
New York
$246K +$45.6K +1,770 +23%
WCM
121
WealthBridge Capital Management
Ohio
$246K +$246K +9,544 New
GPA
122
Guidance Point Advisors
Massachusetts
$243K -$21.6K -840 -8%
EWM
123
Executive Wealth Management
Michigan
$240K +$234K +9,077 +3,846%
CSPAM
124
Cary Street Partners Asset Management
Virginia
$236K – – –
SWM
125
Segment Wealth Management
Texas
$216K – – –
3 4
5
6 7