IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Overview Fund Activity
Delisted

IBMM was delisted on the 2nd of December, 2024.

Back to rankings

98 hedge funds and large institutions have $160M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIM
Leavell Investment Management
Alabama
$5.38M
2
Bank of America
Bank of America
North Carolina
$12.2M
3
US Bancorp
US Bancorp
Minnesota
$8.65M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.85M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.95M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
$0
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
3
Jane Street
Jane Street
New York
$0
4
SEIA
Signature Estate & Investment Advisors
California
$2.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12.2M +$2.34M +86,568 +24%
Wells Fargo
2
Wells Fargo
California
$9.17M +$903K +33,445 +11%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$8.85M +$1.87M +69,218 +27%
US Bancorp
4
US Bancorp
Minnesota
$8.65M +$1.93M +71,394 +29%
Morgan Stanley
5
Morgan Stanley
New York
$8.59M +$770K +28,538 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.95M +$1.29M +47,962 +23%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$6.1M +$798K +29,558 +15%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.01M -$148K -5,486 -2%
UBS Group
9
UBS Group
Switzerland
$5.91M -$150K -5,541 -2%
LIM
10
Leavell Investment Management
Alabama
$5.38M +$2.4M +89,000 +81%
ACM
11
Azimuth Capital Management
Michigan
$4.67M +$1.15M +42,500 +33%
CIM
12
Confluence Investment Management
Missouri
$4.57M +$737K +27,283 +19%
UCFA
13
United Capital Financial Advisors
Texas
$4.01M -$165K -6,119 -4%
PWM
14
Praetorian Wealth Management
California
$3.77M +$274K +10,167 +8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.74M +$14K +518 +0.4%
EC
16
Estate Counselors
Wisconsin
$3.25M +$253K +9,370 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.91M +$167K +6,193 +6%
GA
18
Gateway Advisory
New Jersey
$2.77M +$146K +5,406 +6%
SCA
19
Stonebridge Capital Advisors
Minnesota
$2.56M +$89.3K +3,308 +4%
SEIA
20
Signature Estate & Investment Advisors
California
$2.5M -$388K -14,369 -13%
CTC
21
Central Trust Company
Missouri
$2.3M -$45.9K -1,700 -2%
SPA
22
Sentinel Pension Advisors
Massachusetts
$1.91M +$2.13K +79 +0.1%
LPL Financial
23
LPL Financial
California
$1.86M +$197K +7,281 +12%
RFC
24
Regions Financial Corp
Alabama
$1.77M +$30.1K +1,113 +2%
Stifel Financial
25
Stifel Financial
Missouri
$1.7M +$706K +26,155 +71%
1
2 3 4 5