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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106 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
45
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIM
1
Leavell Investment Management
Alabama
$8.8M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.78M
3
Truist Financial
3
Truist Financial
North Carolina
$3.64M
4
Bank of America
4
Bank of America
North Carolina
$14.6M
5
AWM
5
Apollon Wealth Management
South Carolina
$1.26M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$612K
2
SCA
2
Stonebridge Capital Advisors
Minnesota
$2.56M
3
FTUS
3
Flow Traders U.S.
New York
$256K
4
Citigroup
4
Citigroup
New York
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$14.6M +$1.44M +53,509 +11%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M +$787K +29,215 +8%
Wells Fargo
3
Wells Fargo
California
$9.46M +$654K +24,276 +7%
LIM
4
Leavell Investment Management
Alabama
$8.8M +$3.43M +127,185 +64%
Morgan Stanley
5
Morgan Stanley
New York
$8.59M +$283K +10,491 +3%
US Bancorp
6
US Bancorp
Minnesota
$8.29M -$152K -5,647 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.05M +$544K +20,200 +7%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$7.76M +$618K +22,955 +9%
UBS Group
9
UBS Group
Switzerland
$6.24M -$43.6K -1,618 -0.7%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.23M -$118K -4,394 -2%
CIM
11
Confluence Investment Management
Missouri
$5.5M -$56.1K -2,082 -1%
PWM
12
Praetorian Wealth Management
California
$4.82M +$293K +10,876 +6%
ACM
13
Azimuth Capital Management
Michigan
$4.59M -$20.2K -750 -0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.29M +$224K +8,332 +6%
UCFA
15
United Capital Financial Advisors
Texas
$4.09M +$141K +5,226 +4%
Truist Financial
16
Truist Financial
North Carolina
$3.64M +$1.72M +63,764 +90%
Jane Street
17
Jane Street
New York
$3.05M +$79.3K +2,942 +3%
GA
18
Gateway Advisory
New Jersey
$2.83M +$111K +4,104 +4%
LPL Financial
19
LPL Financial
California
$2.81M +$911K +33,801 +48%
Stifel Financial
20
Stifel Financial
Missouri
$2.6M -$82.5K -3,062 -3%
SCG
21
Sonata Capital Group
Washington
$2.59M +$488K +18,126 +23%
SCA
22
Stonebridge Capital Advisors
Minnesota
$2.56M -$2.56M -95,090 -50%
CTC
23
Central Trust Company
Missouri
$2.41M +$113K +4,200 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.04M -$30.6K -1,137 -1%
SPA
25
Sentinel Pension Advisors
Massachusetts
$1.94M +$22.6K +838 +1%
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