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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32 hedge funds and large institutions have $21M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+13
Holders Change %
+68.42%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
7
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.51M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.34M
3
CDIA
Capital Directions Investment Advisors
Georgia
$728K
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$687K
5
CIA
Covington Investment Advisors
Pennsylvania
$611K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$238K
2
OIA
OneDigital Investment Advisors
Kansas
$0
3
SSB
Sandy Spring Bank
Maryland
$185K
4
Stifel Financial
Stifel Financial
Missouri
$514K
5
RCAG
Rehmann Capital Advisory Group
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$5.1M +$87.5K +3,437 +2%
Bank of America
2
Bank of America
North Carolina
$3.51M +$2.34M +92,085 +202%
Wells Fargo
3
Wells Fargo
California
$2.01M +$403K +15,829 +25%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.34M +$1.34M +52,606 New
CDIA
5
Capital Directions Investment Advisors
Georgia
$728K +$728K +28,596 New
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$727K +$256K +10,044 +54%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$687K +$687K +27,000 New
CIA
8
Covington Investment Advisors
Pennsylvania
$611K +$611K +24,010 New
RJA
9
Raymond James & Associates
Florida
$608K +$608K +23,873 New
WI
10
WrapManager Inc
California
$594K +$594K +23,332 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$560K +$178K +7,000 +47%
Stifel Financial
12
Stifel Financial
Missouri
$514K -$26K -1,014 -5%
FAAS
13
First Allied Advisory Services
California
$484K +$484K +19,000 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$351K +$351K +13,804 New
UBS Group
15
UBS Group
Switzerland
$340K +$340K +13,352 New
LNC
16
Lincoln National Corp
Pennsylvania
$333K +$333K +13,097 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$268K -$12.6K -494 -4%
AIP
18
Ameritas Investment Partners
Nebraska
$260K +$208K +8,185 +403%
AIC
19
Ameritas Investment Company
Nebraska
$260K +$260K +10,215 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$253K – – –
SCA
21
Stonebridge Capital Advisors
Minnesota
$245K +$245K +9,640 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$238K -$806K -31,651 -77%
AFP
23
Ausdal Financial Partners
Iowa
$231K +$231K +9,067 New
MAS
24
Managed Account Services
Florida
$205K +$205K +8,029 New
SSB
25
Sandy Spring Bank
Maryland
$185K -$38.2K -1,500 -17%
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