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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

181 hedge funds and large institutions have $448M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

14% more funds holding

Funds holding: 159 → 181 (+22)

1.03% more ownership

Funds ownership: 87.13% → 88.16% (+1%)

4% more capital invested

Capital invested by funds: $429M → $448M (+$19.1M)

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
75
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.79M
2
Lido Advisors
Lido Advisors
California
+$2.29M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M
4
SWM
Scissortail Wealth Management
Oklahoma
+$1.76M
5
CA
Clearstead Advisors
Ohio
+$1.65M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.22M
2
UBS Group
UBS Group
Switzerland
-$2.51M
3
Morgan Stanley
Morgan Stanley
New York
-$2.47M
4
Jane Street
Jane Street
New York
-$889K
5
OMC
Old Mission Capital
Illinois
-$595K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Howland Capital Management
Massachusetts
$4.21M +$67.6K +2,650 +2%
Lido Advisors
27
Lido Advisors
California
$3.75M +$2.29M +89,745 +156%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$3.58M -$15.8K -618 -0.4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.57M +$278K +10,893 +8%
P
30
Paradiem
Louisiana
$3.46M – – –
QFA
31
Quantum Financial Advisors
California
$3.36M +$35K +1,372 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.24M -$270K -10,595 -8%
NDSI
33
Newman Dignan & Sheerar Inc
Rhode Island
$3.02M +$383 +15 +0%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.97M +$396K +15,506 +15%
Stifel Financial
35
Stifel Financial
Missouri
$2.71M +$597K +23,370 +28%
SA
36
Sanctuary Advisors
Indiana
$2.71M +$104K +4,091 +4%
CCM
37
Coldstream Capital Management
Washington
$2.46M +$1.18M +46,117 +92%
SCG
38
Sonata Capital Group
Washington
$2.43M +$482K +18,897 +25%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.4M +$94.7K +3,710 +4%
UCFA
40
United Capital Financial Advisors
Texas
$2.33M +$162K +6,349 +7%
CIM
41
Confluence Investment Management
Missouri
$1.92M +$30.2K +1,184 +2%
RFC
42
Regions Financial Corp
Alabama
$1.85M +$52K +2,039 +3%
SWM
43
Scissortail Wealth Management
Oklahoma
$1.75M +$1.76M +68,817 +149,602%
SPA
44
Sentinel Pension Advisors
Massachusetts
$1.73M +$13.1K +514 +0.8%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$1.71M +$1.28M +50,099 +295%
WIC
46
Woodmont Investment Counsel
Tennessee
$1.67M +$172K +6,741 +11%
WWM
47
WJ Wealth Management
Arizona
$1.64M – – –
AM
48
Atwater Malick
Pennsylvania
$1.64M -$50.2K -1,965 -3%
MIM
49
Moseley Investment Management
Florida
$1.58M +$434K +17,000 +38%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$1.58M +$134K +5,253 +9%
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IBMO Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q4 2024, worth a combined $448M — up 4.5% from $429M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMO positions and 4 closed out — a net gain of 25 holders — while 75 added to existing stakes and 41 trimmed.

The largest buyer was Bank of America, adding an estimated $4.79M. The largest seller was Mercer Global Advisors, cutting an estimated $3.22M.

  • 181 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $448M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q4 2024 and 4 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q4 2024 was Bank of America, an estimated $4.79M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2024.