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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
BCPWM
51
Bradley & Co Private Wealth Management
Florida
$52K +$52.4K +1,942 New
FNBOSM
52
First National Bank of South Miami
Florida
$49K – – –
RIM
53
Rockbridge Investment Management
New York
$26K – – –
AIC
54
Ameritas Investment Company
Nebraska
$24.7K +$24.8K +920 New
TWM
55
Tradition Wealth Management
Minnesota
$22K +$21.9K +811 New
PGAM
56
Princeton Global Asset Management
New Jersey
$13K – – –
KFAA
57
Klaas Financial Asset Advisors
Illinois
$10K +$9.96K +369 New
HI
58
Harbour Investments
Wisconsin
$1K +$756 +28 New
Jane Street
59
Jane Street
New York
– -$1.14M -42,059 Closed
Citadel Advisors
60
Citadel Advisors
Florida
– -$607K -22,409 Closed
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
– -$222K -8,200 Closed
IA
62
IFP Advisors
Florida
– -$50.7K -1,879 Closed
BEI
63
Benjamin Edwards Inc
Missouri
– -$8K -298 Closed
ASN
64
Advisory Services Network
Georgia
– -$6K -230 Closed
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.