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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

74 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

31.24% more ownership

Funds ownership: 96.22% → 127.46% (+31%)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 72 → 74 (+2)

3% less capital invested

Capital invested by funds: $128M → $125M (-$3.25M)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
35
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$35.5M
2
LPT
Legacy Private Trust
Wisconsin
+$2.3M
3
Jane Street
Jane Street
New York
+$2.17M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.56M
5
WIC
Woodmont Investment Counsel
Tennessee
+$953K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.07M
2
Morgan Stanley
Morgan Stanley
New York
-$1.98M
3
CCA
Childress Capital Advisors
Texas
-$1.13M
4
ACM
Azimuth Capital Management
Michigan
-$954K
5
AWM
Altium Wealth Management
New York
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$1M -$149K -5,699 -13%
PA
27
Prism Advisors
California
$956K -$11.9K -457 -1%
WIC
28
Woodmont Investment Counsel
Tennessee
$930K +$953K +36,475 New
Creative Planning
29
Creative Planning
Kansas
$873K -$341K -13,042 -28%
SSB
30
Sandy Spring Bank
Maryland
$851K +$107K +4,100 +14%
RJA
31
Raymond James & Associates
Florida
$845K -$29.2K -1,119 -3%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$799K +$108K +4,137 +15%
AIP
33
Ameritas Investment Partners
Nebraska
$744K +$6.64K +254 +0.9%
CA
34
CGN Advisors
Kansas
$702K -$270K -10,323 -27%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$700K +$132K +5,068 +23%
VNB
36
Virginia National Bank
Virginia
$634K +$649K +24,843 New
PFM
37
Phillips Financial Management
Indiana
$575K +$30.4K +1,165 +5%
VA
38
Valmark Advisers
Ohio
$527K -$9.46K -362 -2%
AWM
39
Apollon Wealth Management
South Carolina
$459K +$261K +10,000 +125%
RFC
40
Regions Financial Corp
Alabama
$443K -$95.3K -3,648 -17%
SIC
41
Sigma Investment Counselors
Michigan
$395K – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$391K -$235 -9 -0.1%
CAN
43
Cetera Advisor Networks
California
$380K – – –
AFP
44
Ausdal Financial Partners
Iowa
$370K -$19.8K -759 -5%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$346K -$14.4K -550 -4%
PWS
46
Peloton Wealth Strategists
Indiana
$337K – – –
ACS
47
Archford Capital Strategies
Illinois
$323K +$38.1K +1,458 +13%
BPA
48
Beacon Pointe Advisors
California
$322K +$117K +4,466 +55%
WI
49
WrapManager Inc
California
$320K – – –
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$285K -$22.1K -846 -7%
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IBMO Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q1 2022, worth a combined $125M — down 2.5% from $128M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMO positions and 7 closed out — a net gain of 2 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $35.5M. The largest seller was UBS Group, cutting an estimated $3.07M.

  • 74 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q1 2022, up from 72 in Q4 2021.
  • Funds reported $125M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q1 2022, down 2.5% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q1 2022 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $35.5M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q1 2022 was UBS Group, an estimated $3.07M sold.

Based on aggregated 13F filings for Q1 2022.