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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63 hedge funds and large institutions have $74.2M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
6
Closed
2
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$202K

Top Buyers

1
EC
Estate Counselors
Wisconsin
$2.81M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.72M
3
Jane Street
Jane Street
New York
$2.03M
4
Wells Fargo
Wells Fargo
California
$6.4M
5
Bank of America
Bank of America
North Carolina
$10.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.95M
2
BCA
Bay Colony Advisors
Massachusetts
$286K
3
CIM
Confluence Investment Management
Missouri
$3.51M
4
DP
Denver PWM
Colorado
$0
5
WI
WrapManager Inc
California
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Paulson Wealth Management
Illinois
$699K +$38.5K +1,443 +6%
PWS
27
Peloton Wealth Strategists
Indiana
$687K +$106K +4,000 +18%
EWM
28
Executive Wealth Management
Michigan
$653K +$157K +5,938 +32%
AWM
29
Altium Wealth Management
New York
$636K -$16.6K -628 -3%
AFP
30
Ausdal Financial Partners
Iowa
$591K +$236K +8,825 +66%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$553K +$3.97K +150 +0.7%
WI
32
WrapManager Inc
California
$531K -$35K -1,324 -6%
Stifel Financial
33
Stifel Financial
Missouri
$479K +$57.3K +2,164 +14%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$465K +$214K +8,109 +86%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$449K +$175K +6,629 +64%
Mariner
36
Mariner
Kansas
$432K +$45K +1,700 +12%
ADL
37
Asset Dedication LLC
California
$392K +$204K +7,730 +109%
BWM
38
BCS Wealth Management
Tennessee
$379K +$379K +14,351 New
SSB
39
Sandy Spring Bank
Maryland
$371K +$65.6K +2,480 +21%
AIP
40
Ameritas Investment Partners
Nebraska
$333K +$79 +3 +0%
HighTower Advisors
41
HighTower Advisors
Illinois
$321K +$321K +12,132 New
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$317K +$317K +12,005 New
BCA
43
Bay Colony Advisors
Massachusetts
$286K -$161K -6,051 -36%
LIM
44
Leavell Investment Management
Alabama
$270K – – –
APA
45
American Portfolios Advisors
New York
$267K +$76.7K +2,900 +40%
MAS
46
Managed Account Services
Florida
$249K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$244K +$244K +9,244 New
LNC
48
Lincoln National Corp
Pennsylvania
$230K +$230K +8,687 New
SIC
49
Sigma Investment Counselors
Michigan
$209K +$209K +7,895 New
AG
50
Advisor Group
Arizona
$206K +$84.4K +3,211 +69%
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