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 %
SWA
126
Stratos Wealth Advisors
Ohio
$206K +$206K +8,002 New
GG
127
Gofen & Glossberg
Illinois
$206K – – –
Corient Private Wealth
128
Corient Private Wealth
Florida
$206K +$206K +8,000 New
SAG
129
SageView Advisory Group
California
$203K +$203K +7,884 New
PTC
130
Private Trust Company
Ohio
$189K -$684K -26,633 -78%
BONH
131
Bank of New Hampshire
New Hampshire
$175K – – –
HIA
132
Harbor Investment Advisory
Maryland
$151K +$116K +4,516 +333%
HS
133
Horan Securities
United States
$135K +$101K +3,924 +301%
CFGS
134
Concourse Financial Group Securities
Alabama
$129K -$5.46K -212 -4%
FRA
135
Front Row Advisors
California
$103K – – –
VCM
136
Vigilant Capital Management
Maine
$83K +$3.85K +150 +5%
PAI
137
Pittenger & Anderson Inc
Nebraska
$55.9K +$55.9K +2,170 New
TWM
138
Tradition Wealth Management
Minnesota
$55K -$495K -19,235 -90%
SPIA
139
Steward Partners Investment Advisory
New York
$50.5K -$46.4K -1,800 -48%
BWL
140
Bogart Wealth LLC
Virginia
$38.8K – – –
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$34K +$179 +7 +0.5%
BAM
143
Belpointe Asset Management
Nevada
$30.9K +$30.9K +1,200 New
FFA
144
Farther Finance Advisors
California
$20.9K +$20.9K +811 New
GRP
145
Global Retirement Partners
California
$20.2K +$77 +3 +0.4%
HI
146
Harbour Investments
Wisconsin
$8.95K +$52 +2 +0.6%
SC
147
Stephens Consulting
Michigan
$7.91K – – –
AF
148
Advisornet Financial
Minnesota
$4.2K – – –
BlackRock
149
BlackRock
New York
$3.58K +$26 +1 +0.7%
SC
150
Savant Capital
Illinois
$394 +$394 +15,316 New
3 4 5
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