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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126 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
126
Holders Change
+22
Holders Change %
+21.15%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
46
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$11.8M
2
Bank of America
2
Bank of America
North Carolina
$23.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.8M
4
GT
4
Glenview Trust
Kentucky
$7.64M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.4M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.73M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.48M
3
Stifel Financial
3
Stifel Financial
Missouri
$874K
4
CIM
4
Confluence Investment Management
Missouri
$4.64M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.2M 890,392 +308,126 +53%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$18.4M 707,830 +274,773 +63%
Morgan Stanley
3
Morgan Stanley
New York
$17M 652,094 +182,056 +39%
CAN
4
Cetera Advisor Networks
California
$17M 651,930 +65,814 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.8M 606,852 +294,227 +94%
Wells Fargo
6
Wells Fargo
California
$13.7M 526,778 +38,367 +8%
US Bancorp
7
US Bancorp
Minnesota
$12.5M 479,121 +117,733 +33%
NA
8
NewEdge Advisors
Louisiana
$11.8M 454,629 +439,511 +2,907%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M 435,095 +31,113 +8%
LIM
10
Leavell Investment Management
Alabama
$9.62M 370,106 +45,425 +14%
UBS Group
11
UBS Group
Switzerland
$9.16M 352,188 +129,652 +58%
GT
12
Glenview Trust
Kentucky
$7.64M 293,726 +293,726 New
LPT
13
Legacy Private Trust
Wisconsin
$6.54M 251,517 +28,509 +13%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.48M 249,184 -140,921 -36%
Truist Financial
15
Truist Financial
North Carolina
$5.88M 226,005 +67,760 +43%
PWM
16
Praetorian Wealth Management
California
$5.49M 211,166 +6,921 +3%
LPL Financial
17
LPL Financial
California
$5.11M 196,428 +30,683 +19%
GA
18
Gateway Advisory
New Jersey
$4.65M 178,852 +3,368 +2%
CIM
19
Confluence Investment Management
Missouri
$4.64M 178,625 -35,465 -17%
SPF
20
Steven Patrick Farmer
$4.64M 178,625 +178,625 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.26M 164,012 +4,872 +3%
RFC
22
Regions Financial Corp
Alabama
$4.12M 158,545 +118,903 +300%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.97M 152,711 +8,735 +6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.93M 151,104 -2,362 -2%
UCFA
25
United Capital Financial Advisors
Texas
$3.74M 143,814 -5,621 -4%
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