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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155 hedge funds and large institutions have $311M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
41
Reduced
73
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
1
Sonata Capital Group
Washington
$2.79M
2
TWP
2
Triad Wealth Partners
Kansas
$2.01M
3
SG
3
Strid Group
Pennsylvania
$901K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PA
5
PSI Advisors
Florida
$2.45M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$2.79M
2
Jane Street
2
Jane Street
New York
$1.79M
3
Bank of America
3
Bank of America
North Carolina
$40.7M
4
QFA
4
Quantum Financial Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.7M -$3.25M -124,472 -7%
NA
2
NewEdge Advisors
Louisiana
$13.8M +$280K +10,714 +2%
US Bancorp
3
US Bancorp
Minnesota
$13.6M -$709K -27,179 -5%
Morgan Stanley
4
Morgan Stanley
New York
$10.2M -$2.92M -112,058 -22%
UBS Group
5
UBS Group
Switzerland
$9.47M -$1.24M -47,539 -12%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$9.45M -$533K -20,472 -5%
HighTower Advisors
7
HighTower Advisors
Illinois
$9.39M +$128K +4,904 +1%
LPL Financial
8
LPL Financial
California
$9.07M -$2.44M -93,646 -21%
GT
9
Glenview Trust
Kentucky
$8.63M -$11.6K -446 -0.1%
Wells Fargo
10
Wells Fargo
California
$6.51M -$1.77M -67,772 -21%
CIA
11
Covington Investment Advisors
Pennsylvania
$6.19M -$1.06M -40,515 -15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.8M -$233K -8,911 -4%
LIM
13
Leavell Investment Management
Alabama
$5.78M -$180K -6,900 -3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.63M +$275K +10,551 +5%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$5.06M -$551K -21,092 -10%
IWC
16
Integrated Wealth Concepts
Massachusetts
$4.96M -$46.4K -1,776 -0.9%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.87M -$87.1K -3,336 -2%
RFC
18
Regions Financial Corp
Alabama
$4.57M -$188K -7,219 -4%
SWP
19
Stratos Wealth Partners
Ohio
$4.33M +$83.1K +3,183 +2%
CWP
20
Cyndeo Wealth Partners
Florida
$4.26M +$423K +16,207 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.17M -$593K -22,721 -12%
Truist Financial
22
Truist Financial
North Carolina
$4.04M +$7.52K +288 +0.2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.74M -$1.09M -41,791 -23%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$3.66M +$8.48K +325 +0.2%
PWM
25
Praetorian Wealth Management
California
$3.49M -$723K -27,701 -17%
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