IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

Overview Fund Activity

29 hedge funds and large institutions have $19.4M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+18
Holders Change %
+163.64%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$2.37M
2
PWM
2
Praetorian Wealth Management
California
$1.87M
3
CTC
3
Central Trust Company
Missouri
$1.53M
4
US Bancorp
4
US Bancorp
Minnesota
$1.14M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.95M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MIM
2
Moseley Investment Management
Florida
$1.11M
3
BMM
3
Buffington Mohr McNeal
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$2.37M 93,543 +84,187 +900%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.95M 76,724 +43,829 +133%
NA
3
Nestegg Advisors
New York
$1.9M 74,539 +74,539 New
PWM
4
Praetorian Wealth Management
California
$1.87M 73,528 +73,528 New
CTC
5
Central Trust Company
Missouri
$1.53M 60,328 +60,328 New
US Bancorp
6
US Bancorp
Minnesota
$1.14M 45,019 +45,019 New
MIM
7
Moseley Investment Management
Florida
$1.11M 43,836 -27,353 -38%
SSB
8
Sandy Spring Bank
Maryland
$1.09M 43,029 +19,192 +81%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$965K 38,063 +18,240 +92%
HighTower Advisors
10
HighTower Advisors
Illinois
$769K 30,302 +30,302 New
GWMR
11
GC Wealth Management RIA
Massachusetts
$742K 29,234 +29,234 New
VA
12
Valmark Advisers
Ohio
$537K 21,177 +21,177 New
SVWAG
13
Sound View Wealth Advisors Group
Georgia
$524K 20,645 +20,645 New
CIA
14
Capital Investment Advisors
Georgia
$501K 19,765 +19,765 New
WI
15
WrapManager Inc
California
$379K 14,947 +14,947 New
SWMG
16
Signature Wealth Management Group
Georgia
$308K 12,143 +12,143 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$294K 11,598 +11,598 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$290K 11,443 +11,443 New
Osaic Holdings
19
Osaic Holdings
Arizona
$251K 9,878 +6,930 +235%
SWM
20
Segment Wealth Management
Texas
$241K 9,490 +9,490 New
OFS
21
OneAscent Financial Services
Alabama
$233K 9,168 +9,168 New
PSIWM
22
Paradigm Strategies in Wealth Management
Minnesota
$222K 8,749 – –
1L
23
10Elms LLP
Oklahoma
$105K 4,120 +4,120 New
PA
24
Parallel Advisors
California
$62.6K 2,467 +310 +14%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$25K 1,000 +1,000 New
1
2