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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148 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$10.6M
2
Citadel Advisors
Citadel Advisors
Florida
$9.45M
3
CIM
Confluence Investment Management
Missouri
$6.86M
4
Goldman Sachs
Goldman Sachs
New York
$6.42M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$3.26M

Top Sellers

1
CG
Colony Group
Massachusetts
$9.15M
2
Wells Fargo
Wells Fargo
California
$13.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.62M
4
LPT
Legacy Private Trust
Wisconsin
$1.13M
5
RCA
Resonant Capital Advisors
Wisconsin
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Arrow Financial
New York
$257K – – –
PA
127
Parallel Advisors
California
$257K +$116K +4,500 +82%
HS
128
Horan Securities
United States
$244K – – –
PTC
129
Private Trust Company
Ohio
$231K +$43.4K +1,689 +23%
ATC
130
Argent Trust Co
Tennessee
$224K +$224K +8,709 New
GAM
131
Gould Asset Management
California
$222K +$8.99K +350 +4%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$205K +$205K +7,971 New
CSPAM
133
Cary Street Partners Asset Management
Virginia
$205K +$205K +7,971 New
EWM
134
Executive Wealth Management
Michigan
$203K -$38.2K -1,486 -16%
BONH
135
Bank of New Hampshire
New Hampshire
$201K – – –
HIA
136
Harbor Investment Advisory
Maryland
$167K +$12.2K +474 +8%
BBHC
137
Brown Brothers Harriman & Co
New York
$108K +$108K +4,203 New
FRA
138
Front Row Advisors
California
$103K – – –
OP
139
ORG Partners
Indiana
$98.6K – – –
TWM
140
Tradition Wealth Management
Minnesota
$71K +$15.7K +609 +28%
BEI
141
Benjamin Edwards Inc
Missouri
$57K +$57K +2,216 New
CMP
142
Coston McIsaac & Partners
Maine
$34K – – –
FFA
143
Farther Finance Advisors
California
$33.3K – – –
TSWM
144
Tyler-Stone Wealth Management
Ohio
$26K – – –
SC
145
Stephens Consulting
Michigan
$17.9K – – –
BWL
146
Bogart Wealth LLC
Virginia
$14.5K – – –
HI
147
Harbour Investments
Wisconsin
$9.03K +$26 +1 +0.3%
BlackRock
148
BlackRock
New York
$3.57K – – –
MCCA
149
Mill Creek Capital Advisors
Pennsylvania
– -$2.5M -97,238 Closed
AI
150
Atria Investments
North Carolina
– -$1.05M -40,594 Closed
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