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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160 hedge funds and large institutions have $412M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
49
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$31.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.47M
3
QFA
Quantum Financial Advisors
California
$3.35M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.76M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.82M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$21.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.68M
4
Stifel Financial
Stifel Financial
Missouri
$1.06M
5
CIM
Confluence Investment Management
Missouri
$908K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.5M -$764K -29,438 -2%
Jane Street
2
Jane Street
New York
$31.1M +$27.9M +1,074,793 +857%
Morgan Stanley
3
Morgan Stanley
New York
$21.2M -$32.5M -1,250,756 -61%
KCM
4
Kathmere Capital Management
Pennsylvania
$16.8M +$1.45M +55,952 +9%
HighTower Advisors
5
HighTower Advisors
Illinois
$16.5M +$36.6K +1,409 +0.2%
US Bancorp
6
US Bancorp
Minnesota
$16.1M -$1.98M -76,440 -11%
NA
7
NewEdge Advisors
Louisiana
$13.4M -$4.57K -176 -0%
UBS Group
8
UBS Group
Switzerland
$12.8M -$1.26M -48,719 -9%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$10.9M -$14.5M -560,219 -57%
LPL Financial
10
LPL Financial
California
$10.9M -$584K -22,502 -5%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$9.47M +$9.47M +364,617 New
GT
12
Glenview Trust
Kentucky
$8.59M -$2.34K -90 -0%
Wells Fargo
13
Wells Fargo
California
$8.31M -$4.72M -181,854 -36%
CIA
14
Covington Investment Advisors
Pennsylvania
$7.65M +$385K +14,840 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.68M -$14.3M -551,391 -68%
RFC
16
Regions Financial Corp
Alabama
$6.34M +$92.1K +3,551 +1%
LIM
17
Leavell Investment Management
Alabama
$6.33M -$324K -12,500 -5%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$6.1M -$1.63M -62,933 -21%
Truist Financial
19
Truist Financial
North Carolina
$5.73M -$1.03M -39,783 -15%
IWC
20
Integrated Wealth Concepts
Massachusetts
$5.21M +$406K +15,634 +8%
PWM
21
Praetorian Wealth Management
California
$4.8M -$549K -21,169 -10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.71M -$1.31M -50,448 -22%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.54M +$148K +5,718 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.36M -$178K -6,852 -4%
RJA
25
Raymond James & Associates
Florida
$4.19M -$687K -26,469 -14%
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