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 %
GPA
126
Guidance Point Advisors
Massachusetts
$245K +$155 +6 +0.1%
EWM
127
Executive Wealth Management
Michigan
$242K +$595 +23 +0.2%
CSPAM
128
Cary Street Partners Asset Management
Virginia
$237K
GAM
129
Gould Asset Management
California
$216K -$170K -6,570 -44%
PCH
130
PGIM Custom Harvest
New Jersey
$215K +$215K +8,313 New
KA
131
Klingman & Associates
New York
$214K -$59.9K -2,315 -22%
MML Investors Services
132
MML Investors Services
Massachusetts
$211K -$262K -10,122 -55%
KAS
133
Kestra Advisory Services
Texas
$208K +$208K +8,053 New
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K +$208K +8,078 New
PCIA
135
Prime Capital Investment Advisors
Kansas
$206K +$206K +7,957 New
SRC
136
Shufro Rose & Co
New York
$201K +$201K +7,757 New
PTC
137
Private Trust Company
Ohio
$189K -$1.58K -61 -0.8%
BONH
138
Bank of New Hampshire
New Hampshire
$176K
HIA
139
Harbor Investment Advisory
Maryland
$152K
PA
140
Parallel Advisors
California
$142K +$142K +5,500 New
CFGS
141
Concourse Financial Group Securities
Alabama
$137K +$7.32K +283 +6%
FRA
142
Front Row Advisors
California
$103K
VCM
143
Vigilant Capital Management
Maine
$86K +$2.58K +100 +3%
AAS
144
Ameritas Advisory Services
Nebraska
$55.1K +$55.1K +2,133 New
TWM
145
Tradition Wealth Management
Minnesota
$55K +$154 +6 +0.3%
SPIA
146
Steward Partners Investment Advisory
New York
$50.8K
BWL
147
Bogart Wealth LLC
Virginia
$39K
CMP
148
Coston McIsaac & Partners
Maine
$34K
FFA
149
Farther Finance Advisors
California
$21K
GRP
150
Global Retirement Partners
California
$20.3K +$77 +3 +0.4%