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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95 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
37
Reduced
23
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Azimuth Capital Management
Michigan
$3.53M
2
GA
Gateway Advisory
New Jersey
$2.64M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$5.32M
4
Morgan Stanley
Morgan Stanley
New York
$7.85M
5
PAG
Private Advisor Group
New Jersey
$1.26M

Top Sellers

1
Jane Street
Jane Street
New York
$482K
2
UBS Group
UBS Group
Switzerland
$6.08M
3
Bank of America
Bank of America
North Carolina
$9.86M
4
1IA
1834 Investment Advisors
Wisconsin
$42K
5
UCFA
United Capital Financial Advisors
Texas
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.86M -$629K -23,236 -6%
Wells Fargo
2
Wells Fargo
California
$8.3M +$1.02M +37,545 +14%
Morgan Stanley
3
Morgan Stanley
New York
$7.85M +$1.78M +65,651 +29%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$7M +$1.08M +39,776 +18%
US Bancorp
5
US Bancorp
Minnesota
$6.75M +$474K +17,494 +8%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.18M +$254K +9,382 +4%
UBS Group
7
UBS Group
Switzerland
$6.08M -$690K -25,466 -10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.67M +$550K +20,312 +11%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$5.32M +$2.05M +75,555 +63%
UCFA
10
United Capital Financial Advisors
Texas
$4.19M -$189K -6,994 -4%
CIM
11
Confluence Investment Management
Missouri
$3.85M -$22.6K -834 -0.6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.74M +$462K +17,038 +14%
ACM
13
Azimuth Capital Management
Michigan
$3.53M +$3.53M +130,450 New
PWM
14
Praetorian Wealth Management
California
$3.5M +$208K +7,691 +6%
EC
15
Estate Counselors
Wisconsin
$3.01M -$54.7K -2,020 -2%
LIM
16
Leavell Investment Management
Alabama
$2.99M +$494K +18,250 +20%
SEIA
17
Signature Estate & Investment Advisors
California
$2.9M -$157K -5,800 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.76M +$376K +13,888 +16%
GA
19
Gateway Advisory
New Jersey
$2.64M +$2.64M +97,342 New
SCA
20
Stonebridge Capital Advisors
Minnesota
$2.48M +$346K +12,758 +16%
CTC
21
Central Trust Company
Missouri
$2.36M +$90.2K +3,330 +4%
CIAS
22
CFS Investment Advisory Services
New Jersey
$2.26M +$2.26M +83,315 New
SPA
23
Sentinel Pension Advisors
Massachusetts
$1.92M -$146K -5,386 -7%
RFC
24
Regions Financial Corp
Alabama
$1.74M -$21.8K -805 -1%
LPL Financial
25
LPL Financial
California
$1.67M +$284K +10,471 +20%
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