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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98 hedge funds and large institutions have $160M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIM
Leavell Investment Management
Alabama
$5.38M
2
Bank of America
Bank of America
North Carolina
$12.2M
3
US Bancorp
US Bancorp
Minnesota
$8.65M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.85M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.95M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
$0
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
3
Jane Street
Jane Street
New York
$0
4
SEIA
Signature Estate & Investment Advisors
California
$2.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
76
Cary Street Partners Asset Management
Virginia
$208K +$1.13K +367 +0.5%
MML Investors Services
77
MML Investors Services
Massachusetts
$207K +$207K +7,668 New
EPP
78
ETF Portfolio Partners
Kansas
$204K – – –
Citigroup
79
Citigroup
New York
$197K – – –
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$178K -$2.54K -94 -1%
FCA
81
FinTrust Capital Advisors
South Carolina
$168K – – –
BCPWM
82
Bradley & Co Private Wealth Management
Florida
$133K +$133K +4,911 New
GWM
83
Geneos Wealth Management
Colorado
$116K – – –
FRA
84
Front Row Advisors
California
$108K – – –
AIC
85
Ameritas Investment Company
Nebraska
$79.4K +$79.4K +2,940 New
SPIA
86
Steward Partners Investment Advisory
New York
$70.6K – – –
FNBOSM
87
First National Bank of South Miami
Florida
$59K – – –
HI
88
Harbour Investments
Wisconsin
$58K +$58K +2,165 New
TWM
89
Tradition Wealth Management
Minnesota
$46K +$27 +1 +0.1%
1IA
90
1834 Investment Advisors
Wisconsin
$42K – – –
BWL
91
Bogart Wealth LLC
Virginia
$41K – – –
VCM
92
Vigilant Capital Management
Maine
$41K +$2.72K +100 +7%
RIM
93
Rockbridge Investment Management
New York
$26K – – –
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
$26K +$26K +961 New
PGAM
95
Princeton Global Asset Management
New Jersey
$25K +$25K +924 New
BEI
96
Benjamin Edwards Inc
Missouri
$17K +$8.78K +317 +107%
EIP
97
Ellis Investment Partners
Pennsylvania
$14K +$28 +1 +0.2%
KFAA
98
Klaas Financial Asset Advisors
Illinois
$10K +$10K +369 New
CDIA
99
Capital Directions Investment Advisors
Georgia
– -$925K -34,128 Closed
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
– -$802K -29,587 Closed
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