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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79 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
49
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.13M
2
UCFA
United Capital Financial Advisors
Texas
$4.38M
3
US Bancorp
US Bancorp
Minnesota
$6.28M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.27M
5
Bank of America
Bank of America
North Carolina
$10.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
SEIA
Signature Estate & Investment Advisors
California
$3.05M
3
FTUS
Flow Traders U.S.
New York
$0
4
Jane Street
Jane Street
New York
$1.94M
5
DP
Denver PWM
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$1.23M +$679K +25,079 +123%
ANTB
27
AMG National Trust Bank
Colorado
$1.14M – – –
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1.13M – – –
RJA
29
Raymond James & Associates
Florida
$1.12M +$78.7K +2,905 +8%
SSB
30
Sandy Spring Bank
Maryland
$1.1M +$364K +13,450 +50%
PWS
31
Peloton Wealth Strategists
Indiana
$1.08M +$73.2K +2,700 +7%
CIA
32
Covington Investment Advisors
Pennsylvania
$1.01M +$14.6K +540 +1%
SCG
33
Sonata Capital Group
Washington
$1.01M +$210K +7,758 +26%
PFM
34
Phillips Financial Management
Indiana
$982K +$982K +36,245 New
Stifel Financial
35
Stifel Financial
Missouri
$868K +$346K +12,767 +66%
CDIA
36
Capital Directions Investment Advisors
Georgia
$852K +$77.3K +2,852 +10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$804K +$250K +9,241 +45%
Mariner
38
Mariner
Kansas
$772K +$127K +4,685 +20%
VA
39
Valmark Advisers
Ohio
$733K +$304K +11,218 +71%
PWM
40
Paulson Wealth Management
Illinois
$706K +$2.57K +95 +0.4%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$680K +$680K +25,113 New
EWM
42
Executive Wealth Management
Michigan
$675K +$1.98K +73 +0.3%
AWM
43
Altium Wealth Management
New York
$674K +$3.52K +130 +0.5%
AFP
44
Ausdal Financial Partners
Iowa
$620K +$3.71K +137 +0.6%
APA
45
American Portfolios Advisors
New York
$536K +$263K +9,690 +96%
WI
46
WrapManager Inc
California
$502K -$2.66K -98 -0.5%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$446K +$68.6K +2,530 +18%
ADL
48
Asset Dedication LLC
California
$446K +$257K +9,487 +136%
BPA
49
Beacon Pointe Advisors
California
$423K +$434 +16 +0.1%
BWM
50
BCS Wealth Management
Tennessee
$389K – – –
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