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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48 hedge funds and large institutions have $53.5M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.77M
2
Wells Fargo
Wells Fargo
California
$4.99M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.43M
4
Morgan Stanley
Morgan Stanley
New York
$3.75M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$2.7M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
UBS Group
UBS Group
Switzerland
$4.15M
3
FTUS
Flow Traders U.S.
New York
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$0
5
RJA
Raymond James & Associates
Florida
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.77M +$3.61M +137,015 +70%
Wells Fargo
2
Wells Fargo
California
$4.99M +$2.36M +89,829 +90%
UBS Group
3
UBS Group
Switzerland
$4.15M -$639K -24,288 -13%
Morgan Stanley
4
Morgan Stanley
New York
$3.75M +$2.1M +79,985 +128%
CIM
5
Confluence Investment Management
Missouri
$3.6M +$89.6K +3,405 +3%
SEIA
6
Signature Estate & Investment Advisors
California
$3.21M +$1.21M +45,902 +60%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.7M +$2M +76,133 +286%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$2.43M +$2.2M +83,486 +951%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.03M -$4.08K -155 -0.2%
SCA
10
Stonebridge Capital Advisors
Minnesota
$1.38M +$733K +27,846 +113%
CTC
11
Central Trust Company
Missouri
$1.16M +$529K +20,100 +84%
REMPR
12
Roof Eidam Maycock Peralta (REMP)
California
$1.12M – – –
ANTB
13
AMG National Trust Bank
Colorado
$1.11M +$296K +11,229 +36%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.01M +$552K +20,954 +121%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$964K -$91.8K -3,487 -9%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$911K +$148K +5,626 +19%
RJA
17
Raymond James & Associates
Florida
$838K -$114K -4,329 -12%
CIA
18
Covington Investment Advisors
Pennsylvania
$769K – – –
CDIA
19
Capital Directions Investment Advisors
Georgia
$753K – – –
PWM
20
Paulson Wealth Management
Illinois
$651K +$651K +24,749 New
AWM
21
Altium Wealth Management
New York
$650K +$149K +5,666 +30%
PWS
22
Peloton Wealth Strategists
Indiana
$579K +$579K +22,000 New
WI
23
WrapManager Inc
California
$563K -$14.6K -555 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$546K +$546K +20,751 New
EWM
25
Executive Wealth Management
Michigan
$493K +$493K +18,770 New
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