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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95 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
37
Reduced
23
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Azimuth Capital Management
Michigan
$3.53M
2
GA
Gateway Advisory
New Jersey
$2.64M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$5.32M
4
Morgan Stanley
Morgan Stanley
New York
$7.85M
5
PAG
Private Advisor Group
New Jersey
$1.26M

Top Sellers

1
Jane Street
Jane Street
New York
$482K
2
UBS Group
UBS Group
Switzerland
$6.08M
3
Bank of America
Bank of America
North Carolina
$9.86M
4
1IA
1834 Investment Advisors
Wisconsin
$42K
5
UCFA
United Capital Financial Advisors
Texas
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
26
Sonata Capital Group
Washington
$1.63M +$625K +23,090 +62%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.52M +$16.3K +601 +1%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M -$13.2K -487 -0.9%
P
29
Paradiem
Louisiana
$1.48M +$1.48M +54,576 New
PAG
30
Private Advisor Group
New Jersey
$1.26M +$1.26M +46,511 New
BOPW
31
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$6.77K -250 -0.5%
SSB
32
Sandy Spring Bank
Maryland
$1.21M +$105K +3,875 +10%
ANTB
33
AMG National Trust Bank
Colorado
$1.14M – – –
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$1.13M – – –
PWS
35
Peloton Wealth Strategists
Indiana
$1.1M +$27.1K +1,000 +3%
RJA
36
Raymond James & Associates
Florida
$1.02M -$100K -3,699 -9%
CIA
37
Covington Investment Advisors
Pennsylvania
$1.01M -$2.71K -100 -0.3%
SIC
38
Sigma Investment Counselors
Michigan
$1.01M +$782K +28,851 +350%
Stifel Financial
39
Stifel Financial
Missouri
$992K +$124K +4,595 +14%
PFM
40
Phillips Financial Management
Indiana
$982K – – –
CDIA
41
Capital Directions Investment Advisors
Georgia
$925K +$72.6K +2,680 +9%
VA
42
Valmark Advisers
Ohio
$837K +$104K +3,855 +14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$802K -$2.01K -74 -0.2%
APA
44
American Portfolios Advisors
New York
$725K +$189K +6,980 +35%
Mariner
45
Mariner
Kansas
$707K -$65K -2,399 -8%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$687K +$5.65K +208 +0.8%
EWM
47
Executive Wealth Management
Michigan
$661K -$13.2K -487 -2%
PWM
48
Paulson Wealth Management
Illinois
$640K -$66.3K -2,448 -9%
AFP
49
Ausdal Financial Partners
Iowa
$609K -$11K -404 -2%
Truist Financial
50
Truist Financial
North Carolina
$602K +$230K +8,499 +62%
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