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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

159 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 45

6% more capital invested

Capital invested by funds: $404M → $429M (+$24.8M)

3% more funds holding

Funds holding: 155 → 159 (+4)

0.75% less ownership

Funds ownership: 87.87% → 87.13% (-0.75%)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
66
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
Sonata Capital Group
Washington
+$1.95M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.73M
3
HCM
Howland Capital Management
Massachusetts
+$1.53M
4
LIA
LBMC Investment Advisors
Tennessee
+$1.48M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.53M
2
KCM
Kathmere Capital Management
Pennsylvania
-$1.45M
3
SWM
Scissortail Wealth Management
Oklahoma
-$1.44M
4
AWA
Amplius Wealth Advisors
Pennsylvania
-$580K
5
CA
Crumly & Associates
Illinois
-$546K
Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$3.62M +$138K +5,423 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.54M +$670K +26,277 +24%
P
28
Paradiem
Louisiana
$3.48M – – –
CTC
29
Central Trust Company
Missouri
$3.37M +$105K +4,118 +3%
QFA
30
Quantum Financial Advisors
California
$3.35M +$83.2K +3,259 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.32M +$708K +27,744 +27%
NDSI
32
Newman Dignan & Sheerar Inc
Rhode Island
$3.04M -$50K -1,961 -2%
GA
33
Gateway Advisory
New Jersey
$2.82M +$23K +903 +0.8%
RJA
34
Raymond James & Associates
Florida
$2.79M +$154K +6,032 +6%
SA
35
Sanctuary Advisors
Indiana
$2.6M +$297K +11,650 +13%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.6M +$269K +10,553 +12%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.32M +$37.8K +1,481 +2%
UCFA
38
United Capital Financial Advisors
Texas
$2.18M -$64.9K -2,545 -3%
Stifel Financial
39
Stifel Financial
Missouri
$2.13M +$50.3K +1,970 +2%
SCG
40
Sonata Capital Group
Washington
$1.96M +$1.95M +76,390 New
CIM
41
Confluence Investment Management
Missouri
$1.91M +$85.7K +3,360 +5%
RFC
42
Regions Financial Corp
Alabama
$1.81M -$70K -2,743 -4%
SWM
43
Scissortail Wealth Management
Oklahoma
$1.77M -$1.44M -56,540 -100%
SPA
44
Sentinel Pension Advisors
Massachusetts
$1.73M +$14.6K +573 +0.9%
AM
45
Atwater Malick
Pennsylvania
$1.7M +$150K +5,893 +10%
WWM
46
WJ Wealth Management
Arizona
$1.66M -$40K -1,569 -2%
WIC
47
Woodmont Investment Counsel
Tennessee
$1.51M +$130K +5,091 +9%
GT
48
Glenview Trust
Kentucky
$1.51M – – –
SWMG
49
Signature Wealth Management Group
Georgia
$1.5M -$53.6K -2,099 -3%
Lido Advisors
50
Lido Advisors
California
$1.47M +$618K +24,233 +73%
1
2
3 4 5

IBMO Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q3 2024, worth a combined $429M — up 6.1% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMO positions and 7 closed out — a net gain of 6 holders — while 66 added to existing stakes and 45 trimmed.

The largest buyer was Sonata Capital Group, opening a new position worth an estimated $1.95M. The largest seller was Morgan Stanley, cutting an estimated $1.53M.

  • 159 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q3 2024, up from 155 in Q2 2024.
  • Funds reported $429M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q3 2024 was Sonata Capital Group, an estimated $1.95M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q3 2024 was Morgan Stanley, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2024.