IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Overview Fund Activity
Delisted

IBMM was delisted on the 2nd of December, 2024.

Back to rankings

163 hedge funds and large institutions have $361M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
51
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
Hills Bank & Trust
Iowa
$3.36M
2
PA
PSI Advisors
Florida
$1.94M
3
VA
Valmark Advisers
Ohio
$2.46M
4
Bank of America
Bank of America
North Carolina
$43.8M
5
SWP
Stratos Wealth Partners
Ohio
$4.24M

Top Sellers

1
Jane Street
Jane Street
New York
$12M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
Morgan Stanley
Morgan Stanley
New York
$13.1M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.24M
5
SCG
Sonata Capital Group
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAMG
151
Voisard Asset Management Group
Michigan
$44.7K – – –
CMP
152
Coston McIsaac & Partners
Maine
$34K – – –
TSWM
153
Tyler-Stone Wealth Management
Ohio
$26K – – –
EPW
154
Evergreen Private Wealth
Colorado
$21.4K -$121K -4,633 -85%
AP
155
Aspect Partners
Virginia
$19.4K – – –
HPC
156
HM Payson & Co
Maine
$18.8K – – –
SC
157
Stephens Consulting
Michigan
$18.2K – – –
BWL
158
Bogart Wealth LLC
Virginia
$14.7K – – –
FFA
159
Farther Finance Advisors
California
$12.6K – – –
HI
160
Harbour Investments
Wisconsin
$9.28K +$26 +1 +0.3%
AssetMark Inc
161
AssetMark Inc
California
$9.19K +$9.19K +353 New
ATS
162
Ashton Thomas Securities
New York
$4.37K +$4.37K +168 New
BlackRock
163
BlackRock
New York
$3.67K – – –
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
– -$9.47M -364,617 Closed
SCG
165
Sonata Capital Group
Washington
– -$2.77M -106,720 Closed
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
– -$2.76M -106,459 Closed
LNC
167
Lincoln National Corp
Pennsylvania
– -$916K -35,308 Closed
RHP
168
Royal Harbor Partners
Texas
– -$899K -34,646 Closed
FAFN
169
First Affirmative Financial Network
Colorado
– -$441K -16,990 Closed
WA
170
Wealthstar Advisors
Texas
– -$408K -15,728 Closed
NC
171
NovaPoint Capital
Georgia
– -$263K -10,136 Closed
SPC
172
Sigma Planning Corp
Michigan
– -$262K -10,085 Closed
CIC
173
Carnegie Investment Counsel
Ohio
– -$218K -8,400 Closed
ATPW
174
Ashton Thomas Private Wealth
Arizona
– -$202K -7,785 Closed
3 4 5 6
7