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iShares iBonds Dec 2026 Term Muni Bond ETF

42 hedge funds and large institutions have $32.9M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 2

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

48% more capital invested

Capital invested by funds: $22.3M → $32.9M (+$10.6M)

8% more funds holding

Funds holding: 3942 (+3)

4.46% more ownership

Funds ownership: 61.95%66.41% (+4.5%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
25
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$329K +$54.8K +2,038 +20%
FTUS
27
Flow Traders U.S.
New York
$294K +$294K +10,910 New
ADL
28
Asset Dedication LLC
California
$250K +$242K +9,004 +3,239%
PWS
29
Peloton Wealth Strategists
Indiana
$248K +$32.3K +1,200 +15%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$241K +$112K +4,145 +86%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$221K +$221K +8,200 New
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$215K
ACS
33
Archford Capital Strategies
Illinois
$213K -$14.7K -545 -6%
AIP
34
Ameritas Investment Partners
Nebraska
$154K +$52.5K +1,950 +52%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$113K +$50.8K +1,888 +81%
ASN
36
Advisory Services Network
Georgia
$53K +$52.7K +1,958 New
IA
37
IFP Advisors
Florida
$51K +$50.6K +1,879 New
RIM
38
Rockbridge Investment Management
New York
$26K
PGAM
39
Princeton Global Asset Management
New Jersey
$13K +$13.2K +490 New
BEI
40
Benjamin Edwards Inc
Missouri
$8K +$4.12K +153 +115%
BlackRock
41
BlackRock
New York
$2K
FCA
42
FinTrust Capital Advisors
South Carolina
$171
Citadel Advisors
43
Citadel Advisors
Florida
-$1.04M -39,086 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$442K -16,571 Closed
TF
45
TimeScale Financial
Massachusetts
-$14K -510 Closed
SCA
46
Stonebridge Capital Advisors
Minnesota
-$10K -385 Closed

IBMO Hedge Fund Activity: Q3 2020 in Review

42 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q3 2020, worth a combined $32.9M — up 48% from $22.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMO positions and 4 closed out — a net gain of 3 holders — while 25 added to existing stakes and 2 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $2.12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.04M sold.

  • 42 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q3 2020, up from 39 in Q2 2020.
  • Funds reported $32.9M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q3 2020, up 48% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q3 2020 and 4 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q3 2020 was Wilbanks Smith & Thomas Asset Management, an estimated $2.12M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2020.