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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104 hedge funds and large institutions have $228M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
43
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$15.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.1M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.2M
5
LPT
5
Legacy Private Trust
Wisconsin
$5.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CCA
2
Childress Capital Advisors
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$2.58M
4
OMC
4
Old Mission Capital
Illinois
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
1
Cetera Advisor Networks
California
$15.2M +$15.2M +586,116 New
Bank of America
2
Bank of America
North Carolina
$15.1M +$751K +28,895 +5%
Wells Fargo
3
Wells Fargo
California
$12.7M +$2.15M +82,548 +20%
Morgan Stanley
4
Morgan Stanley
New York
$12.2M +$2.25M +86,585 +23%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$11.3M +$983K +37,807 +10%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M +$2.54M +98,777 +32%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.1M +$4.25M +163,422 +72%
US Bancorp
8
US Bancorp
Minnesota
$9.39M +$886K +34,096 +10%
LIM
9
Leavell Investment Management
Alabama
$8.44M -$316K -12,154 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.13M +$236K +9,076 +3%
LPT
11
Legacy Private Trust
Wisconsin
$5.8M +$2.21M +84,865 +61%
UBS Group
12
UBS Group
Switzerland
$5.79M -$290K -11,166 -5%
CIM
13
Confluence Investment Management
Missouri
$5.57M +$113K +4,350 +2%
PWM
14
Praetorian Wealth Management
California
$5.31M +$528K +20,306 +11%
GA
15
Gateway Advisory
New Jersey
$4.56M -$183K -7,038 -4%
LPL Financial
16
LPL Financial
California
$4.31M +$1.11M +42,537 +35%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.14M +$2.07M +79,642 +100%
Truist Financial
18
Truist Financial
North Carolina
$4.11M +$446K +17,164 +12%
ACM
19
Azimuth Capital Management
Michigan
$4.05M -$91K -3,500 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.99M -$46.1K -1,775 -1%
UCFA
21
United Capital Financial Advisors
Texas
$3.89M -$58.8K -2,263 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.74M +$400K +15,377 +12%
SCG
23
Sonata Capital Group
Washington
$2.82M – – –
SCA
24
Stonebridge Capital Advisors
Minnesota
$2.7M +$116K +4,474 +5%
Stifel Financial
25
Stifel Financial
Missouri
$2.58M -$618K -23,754 -19%
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