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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151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$74.7M
2
Bank of America
2
Bank of America
North Carolina
$42.7M
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
UBS Group
4
UBS Group
Switzerland
$14.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.52M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.54M
2
SL
2
Salomon & Ludwin
Virginia
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
CIM
4
Confluence Investment Management
Missouri
$865K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$74.7M +$73.9M +2,869,051 +9,163%
Bank of America
2
Bank of America
North Carolina
$42.7M +$16.4M +637,979 +63%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$24M +$3.1M +120,274 +15%
Wells Fargo
4
Wells Fargo
California
$21.2M +$6.89M +267,535 +48%
CAN
5
Cetera Advisor Networks
California
$20.4M +$552K +21,438 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$20.1M +$2.11M +81,763 +12%
US Bancorp
7
US Bancorp
Minnesota
$19M +$3.64M +141,486 +24%
Morgan Stanley
8
Morgan Stanley
New York
$16.6M +$279K +10,835 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$14.9M +$2.38M +92,486 +19%
UBS Group
10
UBS Group
Switzerland
$14.8M +$5.27M +204,661 +55%
LIM
11
Leavell Investment Management
Alabama
$10.4M +$546K +21,193 +6%
LPL Financial
12
LPL Financial
California
$8.71M +$3M +116,527 +53%
GT
13
Glenview Trust
Kentucky
$8.38M +$245K +9,533 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$7.52M +$4.97M +193,187 +195%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.97M +$2.52M +97,693 +56%
LPT
16
Legacy Private Trust
Wisconsin
$6.58M +$230K +8,947 +4%
Truist Financial
17
Truist Financial
North Carolina
$5.5M +$696K +27,028 +14%
NA
18
NewEdge Advisors
Louisiana
$5.1M +$645K +74,373 +14%
PWM
19
Praetorian Wealth Management
California
$4.94M -$173K -6,725 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.58M -$45.8K -1,779 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.36M +$59.7K +2,320 +1%
RJA
22
Raymond James & Associates
Florida
$4.16M +$1.04M +40,375 +33%
RCA
23
Resonant Capital Advisors
Wisconsin
$4.11M +$687K +26,672 +20%
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$4.03M +$247K +9,578 +7%
CWP
25
Cyndeo Wealth Partners
Florida
$3.83M +$3.83M +148,556 New
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