IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

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
Name Holding Trade Value Shares
Change
Shares
Change %
WHCI
101
W.H. Cornerstone Investments
Massachusetts
$423K +$3.57K +138 +0.9%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$416K +$100K +3,870 +32%
WA
103
Wealthstar Advisors
Texas
$407K
AF
104
Allworth Financial
California
$401K
EIA
105
Eldridge Investment Advisors
New Hampshire
$395K +$31K +1,200 +9%
FAFN
106
First Affirmative Financial Network
Colorado
$392K -$36.6K -1,416 -9%
LF
107
Lantz Financial
Illinois
$385K +$11.6K +449 +3%
WI
108
WrapManager Inc
California
$384K -$6.39K -247 -2%
CGFA
109
Colton Groome Financial Advisors
North Carolina
$374K +$101K +3,905 +37%
ADL
110
Asset Dedication LLC
California
$372K +$22.9K +884 +7%
PGAM
111
Princeton Global Asset Management
New Jersey
$363K
ACS
112
Archford Capital Strategies
Illinois
$358K -$5.1K -197 -1%
BFG
113
Beacon Financial Group
Texas
$332K +$1.4K +54 +0.4%
PA
114
PFG Advisors
Arizona
$323K +$5.36K +207 +2%
CCA
115
Cora Capital Advisors
New Jersey
$317K +$317K +12,270 New
CFG
116
Carr Financial Group
Massachusetts
$310K
CIM
117
Confluence Investment Management
Missouri
$303K -$567K -21,903 -65%
WCM
118
WealthBridge Capital Management
Ohio
$292K +$45.5K +1,759 +18%
SWA
119
Stratos Wealth Advisors
Ohio
$287K +$80.2K +3,100 +39%
SWM
120
Stockman Wealth Management
Montana
$267K
NC
121
NovaPoint Capital
Georgia
$262K
RA
122
Regis Acquisition
Colorado
$260K +$260K +10,044 New
AF
123
Arrow Financial
New York
$259K +$12K +462 +5%
HS
124
Horan Securities
United States
$253K +$118K +4,561 +87%
ST
125
Spinnaker Trust
Maine
$249K -$71.7K -2,770 -22%