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 %
PCH
126
PGIM Custom Harvest
New Jersey
$253K -$37.4K -1,434 -13%
KAS
127
Kestra Advisory Services
Texas
$243K +$757 +29 +0.3%
SWM
128
Stockman Wealth Management
Montana
$242K – – –
AF
129
Arrow Financial
New York
$240K – – –
BIG
130
Builder Investment Group
Georgia
$235K +$235K +9,008 New
SWP
131
Summit Wealth Partners
Florida
$230K – – –
S
132
SignatureFD
Georgia
$229K – – –
CGFA
133
Colton Groome Financial Advisors
North Carolina
$223K +$5.48K +210 +3%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$223K -$1.1K -42 -0.5%
CSPAM
135
Cary Street Partners Asset Management
Virginia
$205K -$18.6K -711 -8%
BONH
136
Bank of New Hampshire
New Hampshire
$204K – – –
HIA
137
Harbor Investment Advisory
Maryland
$198K – – –
FRA
138
Front Row Advisors
California
$104K – – –
OP
139
ORG Partners
Indiana
$100K – – –
CT
140
Coastline Trust
Rhode Island
$91.7K +$91.7K +3,512 New
PS
141
Principal Securities
Iowa
$79.3K +$1.38K +53 +2%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$52.2K +$52.2K +2,000 New
VAMG
143
Voisard Asset Management Group
Michigan
$44.8K – – –
GSEP
144
Golden State Equity Partners
California
$23.9K +$23.9K +914 New
EPW
145
Evergreen Private Wealth
Colorado
$21.4K – – –
AP
146
Aspect Partners
Virginia
$19.4K – – –
HPC
147
HM Payson & Co
Maine
$18.8K – – –
SC
148
Stephens Consulting
Michigan
$18.2K – – –
BWL
149
Bogart Wealth LLC
Virginia
$14.7K – – –
FFA
150
Farther Finance Advisors
California
$12.6K – – –
3 4 5
6
7