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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

58 hedge funds and large institutions have $73.1M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

41% more capital invested

Capital invested by funds: $51.8M → $73.1M (+$21.2M)

16% more funds holding

Funds holding: 50 → 58 (+8)

6.94% more ownership

Funds ownership: 70.87% → 77.81% (+6.9%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Azimuth Capital Management
Michigan
+$7.2M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.9M
5
Morgan Stanley
Morgan Stanley
New York
+$1.75M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.14M
2
Citadel Advisors
Citadel Advisors
Florida
-$607K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$394K
4
Stifel Financial
Stifel Financial
Missouri
-$367K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$562K +$27.2K +1,009 +5%
Stifel Financial
27
Stifel Financial
Missouri
$535K -$367K -13,593 -41%
SSB
28
Sandy Spring Bank
Maryland
$500K -$48.8K -1,807 -9%
SPA
29
Sentinel Pension Advisors
Massachusetts
$475K +$567 +21 +0.1%
VA
30
Valmark Advisers
Ohio
$451K +$85.8K +3,181 +23%
AWM
31
Altium Wealth Management
New York
$446K – – –
BPA
32
Beacon Pointe Advisors
California
$405K +$297 +11 +0.1%
SIC
33
Sigma Investment Counselors
Michigan
$403K – – –
AIP
34
Ameritas Investment Partners
Nebraska
$387K +$72.4K +2,682 +23%
AFP
35
Ausdal Financial Partners
Iowa
$381K +$36.7K +1,360 +11%
PFM
36
Phillips Financial Management
Indiana
$352K +$354K +13,118 New
WI
37
WrapManager Inc
California
$347K -$7.15K -265 -2%
SVWAG
38
Sound View Wealth Advisors Group
Georgia
$335K +$337K +12,500 New
Mariner
39
Mariner
Kansas
$328K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$314K +$47.6K +1,764 +18%
PWS
41
Peloton Wealth Strategists
Indiana
$247K – – –
ACS
42
Archford Capital Strategies
Illinois
$230K +$13.6K +504 +6%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$215K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$207K -$394K -14,589 -65%
FCA
45
FinTrust Capital Advisors
South Carolina
$171K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$99K – – –
SCA
47
Stonebridge Capital Advisors
Minnesota
$83K +$84K +3,111 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$78K -$165K -6,116 -68%
APA
49
American Portfolios Advisors
New York
$73.9K +$74.3K +2,755 New
ADL
50
Asset Dedication LLC
California
$60K -$190K -7,034 -76%
1
2
3

IBMO Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q1 2021, worth a combined $73.1M — up 41% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMO positions and 6 closed out — a net gain of 8 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Azimuth Capital Management, adding an estimated $7.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.14M sold.

  • 58 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q1 2021, up from 50 in Q4 2020.
  • Funds reported $73.1M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q1 2021, up 41% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q1 2021 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q1 2021 was Azimuth Capital Management, an estimated $7.2M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q1 2021 was Jane Street, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2021.