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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79 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
49
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.13M
2
UCFA
United Capital Financial Advisors
Texas
$4.38M
3
US Bancorp
US Bancorp
Minnesota
$6.28M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.27M
5
Bank of America
Bank of America
North Carolina
$10.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
SEIA
Signature Estate & Investment Advisors
California
$3.05M
3
FTUS
Flow Traders U.S.
New York
$0
4
Jane Street
Jane Street
New York
$1.94M
5
DP
Denver PWM
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.5M +$2.05M +75,649 +24%
Wells Fargo
2
Wells Fargo
California
$7.28M +$2.05M +75,485 +39%
UBS Group
3
UBS Group
Switzerland
$6.77M +$162K +5,972 +2%
US Bancorp
4
US Bancorp
Minnesota
$6.28M +$2.84M +104,973 +83%
Morgan Stanley
5
Morgan Stanley
New York
$6.07M +$1.54M +56,841 +34%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.93M +$256K +9,454 +5%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$5.92M +$1.06M +39,006 +22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.13M +$5.13M +189,154 New
UCFA
9
United Capital Financial Advisors
Texas
$4.38M +$4.38M +161,804 New
CIM
10
Confluence Investment Management
Missouri
$3.87M +$123K +4,538 +3%
PWM
11
Praetorian Wealth Management
California
$3.3M +$329K +12,128 +11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.28M +$35.9K +1,325 +1%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$3.27M +$2.5M +92,413 +327%
EC
14
Estate Counselors
Wisconsin
$3.06M +$108K +4,000 +4%
SEIA
15
Signature Estate & Investment Advisors
California
$3.05M -$477K -17,608 -14%
LIM
16
Leavell Investment Management
Alabama
$2.5M +$2.03M +74,935 +436%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.38M +$194K +7,159 +9%
CTC
18
Central Trust Company
Missouri
$2.27M +$75.9K +2,800 +3%
SCA
19
Stonebridge Capital Advisors
Minnesota
$2.14M +$56.3K +2,079 +3%
SPA
20
Sentinel Pension Advisors
Massachusetts
$2.06M +$209K +7,731 +11%
Jane Street
21
Jane Street
New York
$1.94M -$380K -14,015 -16%
RFC
22
Regions Financial Corp
Alabama
$1.77M +$337K +12,429 +24%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M +$288K +10,614 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.5M +$322K +11,868 +27%
LPL Financial
25
LPL Financial
California
$1.39M +$583K +21,526 +72%
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