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 %
Cerity Partners
101
Cerity Partners
New York
$408K +$408K +15,643 New
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$401K +$401K +15,349 New
ACS
103
Archford Capital Strategies
Illinois
$399K -$127K -4,882 -24%
WI
104
WrapManager Inc
California
$381K -$12K -458 -3%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$370K -$42.6K -1,632 -10%
WA
106
Waterford Advisors
New York
$353K -$106K -4,046 -23%
ADL
107
Asset Dedication LLC
California
$347K -$28.1K -1,076 -7%
BFG
108
Beacon Financial Group
Texas
$344K +$1.96K +75 +0.6%
ST
109
Spinnaker Trust
Maine
$338K – – –
WCM
110
WealthBridge Capital Management
Ohio
$337K +$89.9K +3,443 +36%
CCA
111
Cora Capital Advisors
New Jersey
$320K – – –
ASN
112
Advisory Services Network
Georgia
$313K – – –
BAM
113
Beaumont Asset Management
Texas
$311K +$26.1K +1,000 +9%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$307K -$18.1K -695 -6%
AIP
115
Ameritas Investment Partners
Nebraska
$290K -$133K -5,087 -31%
PA
116
Parallel Advisors
California
$289K +$27.7K +1,063 +11%
Goldman Sachs
117
Goldman Sachs
New York
$285K -$113K -4,348 -28%
RW
118
RVW Wealth
California
$281K +$2.19K +84 +0.8%
MA
119
MONECO Advisors
Connecticut
$280K – – –
BWFA
120
Baltimore-Washington Financial Advisors
Maryland
$266K +$36K +1,379 +16%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$264K +$1.41K +54 +0.5%
AWM
122
Apollon Wealth Management
South Carolina
$264K -$157K -6,000 -37%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$261K -$20.7K -792 -7%
PCIA
124
Prime Capital Investment Advisors
Kansas
$258K -$37.4K -1,434 -13%
PTC
125
Private Trust Company
Ohio
$257K +$38.5K +1,474 +18%
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5
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