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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63 hedge funds and large institutions have $74.2M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
6
Closed
2
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$202K

Top Buyers

1
EC
Estate Counselors
Wisconsin
$2.81M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.72M
3
Jane Street
Jane Street
New York
$2.03M
4
Wells Fargo
Wells Fargo
California
$6.4M
5
Bank of America
Bank of America
North Carolina
$10.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.95M
2
BCA
Bay Colony Advisors
Massachusetts
$286K
3
CIM
Confluence Investment Management
Missouri
$3.51M
4
DP
Denver PWM
Colorado
$0
5
WI
WrapManager Inc
California
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.1M +$1.26M +47,580 +14%
Wells Fargo
2
Wells Fargo
California
$6.4M +$1.38M +52,324 +28%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.72M +$2.28M +86,210 +93%
SEIA
4
Signature Estate & Investment Advisors
California
$4.41M +$1.18M +44,802 +37%
Morgan Stanley
5
Morgan Stanley
New York
$4.29M +$520K +19,670 +14%
UBS Group
6
UBS Group
Switzerland
$3.95M -$218K -8,229 -5%
CIM
7
Confluence Investment Management
Missouri
$3.51M -$89.4K -3,405 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.91M +$192K +7,267 +7%
EC
9
Estate Counselors
Wisconsin
$2.81M +$2.81M +106,405 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.16M +$115K +4,343 +6%
Jane Street
11
Jane Street
New York
$2.03M +$2.03M +76,649 New
SCA
12
Stonebridge Capital Advisors
Minnesota
$1.8M +$409K +15,467 +29%
CTC
13
Central Trust Company
Missouri
$1.76M +$592K +22,400 +51%
SPA
14
Sentinel Pension Advisors
Massachusetts
$1.63M +$1.63M +61,448 New
REMPR
15
Roof Eidam Maycock Peralta (REMP)
California
$1.13M – – –
ANTB
16
AMG National Trust Bank
Colorado
$1.11M – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.04M +$29.9K +1,131 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$57K +2,155 +6%
FTUS
19
Flow Traders U.S.
New York
$1.01M +$1.01M +38,358 New
CIA
20
Covington Investment Advisors
Pennsylvania
$961K +$189K +7,128 +24%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$958K +$42.4K +1,603 +5%
RFC
22
Regions Financial Corp
Alabama
$870K +$870K +32,921 New
RJA
23
Raymond James & Associates
Florida
$856K +$13.5K +509 +2%
CDIA
24
Capital Directions Investment Advisors
Georgia
$756K – – –
LF
25
LifeSteps Financial
California
$747K +$747K +28,258 New
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