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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
CIA
51
Capital Investment Advisors
Georgia
$270K +$277K +10,601 New
HWM
52
HB Wealth Management
Georgia
$258K – – –
FIM
53
Freedom Investment Management
Connecticut
$253K +$4.47K +171 +2%
ADL
54
Asset Dedication LLC
California
$236K – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$214K +$66.1K +2,528 +43%
FMWA
56
Forvis Mazars Wealth Advisors
Missouri
$204K – – –
SCA
57
Stonebridge Capital Advisors
Minnesota
$202K +$47.1K +1,801 +29%
MML Investors Services
58
MML Investors Services
Massachusetts
$202K +$207K +7,911 New
Osaic Holdings
59
Osaic Holdings
Arizona
$184K +$24K +917 +15%
FCA
60
FinTrust Capital Advisors
South Carolina
$162K – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$159K +$163K +6,250 New
IA
62
IFP Advisors
Florida
$147K +$154K +5,879 New
APA
63
American Portfolios Advisors
New York
$117K – – –
BONH
64
Bank of New Hampshire
New Hampshire
$93K +$95.5K +3,655 New
FNBOSM
65
First National Bank of South Miami
Florida
$83K +$25.5K +975 +43%
CIAS
66
CFS Investment Advisory Services
New Jersey
$55K +$35.5M +1,359,807 +2,516%
VCM
67
Vigilant Capital Management
Maine
$54K +$23.5K +900 +73%
TWM
68
Tradition Wealth Management
Minnesota
$31K +$10.5K +401 +49%
RIM
69
Rockbridge Investment Management
New York
$24.5K – – –
CAAS
70
Capital Asset Advisory Services
Michigan
$14K – – –
PGAM
71
Princeton Global Asset Management
New Jersey
$12K – – –
SC
72
Stephens Consulting
Michigan
$7.98K +$8.18K +313 New
AF
73
Advisornet Financial
Minnesota
$7K +$6.67K +255 New
BlackRock
74
BlackRock
New York
$4K – – –
CCA
75
Childress Capital Advisors
Texas
– -$1.13M -42,100 Closed
1 2
3
4

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.