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iShares iBonds Dec 2026 Term Muni Bond ETF

IBMO

Market cap $582M

181 hedge funds and large institutions have $481M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New

Increased

Maintained

Reduced

Closed

76% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 41

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $423M → $481M (+$57.9M)

4.25% more ownership

Funds ownership: 80.8% → 85.05% (+4.3%)

2% more funds holding

Funds holding: 178 → 181 (+3)

Holders

181

Holders Change

Holders Change %

+1.69%

% of All Funds

2.2%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

0.01%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	RPC Rossmore Private Capital Glastonbury, Connecticut	+$36.7M
2	Mercer Global Advisors Denver, Colorado	+$27M
3	WCP Wick Capital Partners Wayne, Pennsylvania	+$2.22M
4	OIA OneDigital Investment Advisors Overland Park, Kansas	+$1.5M
5	LIA LBMC Investment Advisors Brentwood, Tennessee	+$1.32M

Top Sellers

1	CA Clearstead Advisors Cleveland, Ohio	-$10.7M
2	Envestnet Asset Management Chicago, Illinois	-$3.43M
3	Jane Street New York	-$2.08M
4	Stifel Financial St. Louis, Missouri	-$1.77M
5	CIM Confluence Investment Management St. Louis, Missouri	-$1.41M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Commonwealth Equity Services Waltham, Massachusetts	$4.43M	+$421K	+16,419	+10%
27	CWP 27 Cyndeo Wealth Partners St. Petersburg, Florida	$3.75M	+$322K	+12,559	+9%
28	BPA 28 Beacon Pointe Advisors Newport Beach, California	$3.48M	-$84.3K	-3,293	-2%
29	P 29 Paradiem Covington, Louisiana	$3.48M	–	–	–
30	SA 30 Sanctuary Advisors Indianapolis, Indiana	$3.48M	+$995K	+38,838	+40%
31	PA 31 PSI Advisors Tampa, Florida	$3.38M	+$732K	+28,574	+28%
32	UCFA 32 United Capital Financial Advisors Irving, Texas	$3.37M	+$288K	+11,244	+9%
33	CCM 33 Coldstream Capital Management Bellevue, Washington	$3.26M	+$215K	+8,396	+7%
34	34 Kovitz Investment Group Partners Chicago, Illinois	$2.68M	+$10.8K	+422	+0.4%
35	WCP 35 Wick Capital Partners Wayne, Pennsylvania	$2.67M	+$2.22M	+86,829	+505%
36	AM 36 Atwater Malick Lancaster, Pennsylvania	$2.62M	+$83K	+3,240	+3%
37	SCG 37 Sonata Capital Group Seattle, Washington	$2.45M	–	–	–
38	38 AssetMark Inc Concord, California	$2.44M	+$654K	+25,518	+37%
39	39 Ameriprise Minneapolis, Minnesota	$2.41M	+$99K	+3,867	+4%
40	40 Royal Bank of Canada Toronto, Ontario, Canada	$2.39M	+$17.2K	+671	+0.7%
41	PWM 41 Parkway Wealth Management Plano, Texas	$2.3M	+$2.3M	+89,845	New
42	MIM 42 Moseley Investment Management Bradenton, Florida	$2.12M	–	–	–
43	43 Carson Wealth (CWM LLC) Omaha, Nebraska	$2.03M	+$737K	+28,785	+57%
44	KCA 44 Kastel Capital Advisors Wellesley, Massachusetts	$1.94M	+$1.94M	+75,831	New
45	IWM 45 IHT Wealth Management Chicago, Illinois	$1.94M	+$856K	+33,407	+79%
46	VA 46 Valmark Advisers Akron, Ohio	$1.91M	+$257K	+10,047	+16%
47	RFC 47 Regions Financial Corp Birmingham, Alabama	$1.88M	+$41.3K	+1,612	+2%
48	NEPWA 48 New England Private Wealth Advisors Wellesley, Massachusetts	$1.88M	+$871	+34	+0%
49	KPWS 49 Kestra Private Wealth Services Austin, Texas	$1.84M	+$169K	+6,596	+10%
50	50 Stifel Financial St. Louis, Missouri	$1.8M	-$1.77M	-68,927	-50%