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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156 hedge funds and large institutions have $514M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
76
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$12.2M
2
CG
Colony Group
Massachusetts
$83.1M
3
FTUS
Flow Traders U.S.
New York
$4.48M
4
P
Paradiem
Louisiana
$3.25M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.57M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$14M
2
CAN
Cetera Advisor Networks
California
$18M
3
Stifel Financial
Stifel Financial
Missouri
$616K
4
US Bancorp
US Bancorp
Minnesota
$17.3M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$83.1M +$8.09M +312,713 +11%
Bank of America
2
Bank of America
North Carolina
$43.7M +$840K +32,480 +2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$24.7M +$636K +24,599 +3%
Wells Fargo
4
Wells Fargo
California
$22.7M +$1.47M +56,840 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.1M +$919K +35,536 +5%
CAN
6
Cetera Advisor Networks
California
$18M -$2.49M -96,295 -12%
US Bancorp
7
US Bancorp
Minnesota
$17.3M -$1.76M -68,050 -9%
HighTower Advisors
8
HighTower Advisors
Illinois
$15.5M +$478K +18,491 +3%
NA
9
NewEdge Advisors
Louisiana
$15M -$193K -7,461 -1%
UBS Group
10
UBS Group
Switzerland
$14.3M -$514K -19,864 -3%
Morgan Stanley
11
Morgan Stanley
New York
$14M -$2.62M -101,466 -16%
Jane Street
12
Jane Street
New York
$12.2M +$10.9M +419,488 +812%
LIM
13
Leavell Investment Management
Alabama
$10.4M -$66.1K -2,557 -0.6%
LPL Financial
14
LPL Financial
California
$9.56M +$806K +31,174 +9%
GT
15
Glenview Trust
Kentucky
$8.45M +$29.8K +1,151 +0.4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$8.14M +$582K +22,478 +8%
LPT
17
Legacy Private Trust
Wisconsin
$6.78M +$173K +6,690 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.88M +$1.28M +49,348 +28%
PWM
19
Praetorian Wealth Management
California
$5.59M +$627K +24,230 +13%
Truist Financial
20
Truist Financial
North Carolina
$5.54M +$20.7K +802 +0.4%
RJA
21
Raymond James & Associates
Florida
$4.81M +$636K +24,576 +15%
CIA
22
Covington Investment Advisors
Pennsylvania
$4.76M +$1.65M +63,600 +53%
CWP
23
Cyndeo Wealth Partners
Florida
$4.73M +$885K +34,195 +23%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$4.57M +$2.14M +82,848 +88%
FTUS
25
Flow Traders U.S.
New York
$4.48M +$4.48M +172,980 New
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