IBMO icon

iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

Overview Fund Activity

155 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
155
Holders Change
–
Holders Change %
0%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$19.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.9M
3
SA
3
Sanctuary Advisors
Indiana
$2.28M
4
Bank of America
4
Bank of America
North Carolina
$38.3M
5
LIA
5
LBMC Investment Advisors
Tennessee
$6.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$509K
2
CA
2
Crumly & Associates
Illinois
$1.71M
3
SCG
3
Sonata Capital Group
Washington
$0
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$580K
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
51
Woodmont Investment Counsel
Tennessee
$1.36M 53,897 +4,121 +8%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.35M 53,401 +14,036 +36%
VA
53
Valmark Advisers
Ohio
$1.35M 53,393 +9,732 +22%
JIR
54
James Investment Research
Ohio
$1.29M 50,934 – –
PFM
55
Phillips Financial Management
Indiana
$1.25M 49,533 +5,930 +14%
BSAM
56
Blue Square Asset Management
New York
$1.25M 49,385 -1,696 -3%
CCM
57
Coldstream Capital Management
Washington
$1.18M 46,500 +14,006 +43%
AI
58
Atria Investments
North Carolina
$1.16M 45,629 +3,187 +8%
FFG
59
Foundry Financial Group
New Hampshire
$1.09M 43,133 – –
CIA
60
Capital Investment Advisors
Georgia
$1.09M 42,961 +5,751 +15%
SSB
61
Sandy Spring Bank
Maryland
$1.04M 41,027 +5,232 +15%
P
62
&Partners
Tennessee
$1.03M 40,607 +10,062 +33%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$987K 38,971 -2,276 -6%
SWP
64
Stratos Wealth Partners
Ohio
$973K 38,422 +17,965 +88%
IA
65
IFP Advisors
Florida
$952K 37,597 -927 -2%
EPW
66
Evergreen Private Wealth
Colorado
$921K 36,366 +89 +0.2%
PA
67
Prism Advisors
California
$903K 35,665 – –
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$889K 35,118 +43 +0.1%
CIAS
69
CFS Investment Advisory Services
New Jersey
$866K 34,190 -12,696 -27%
Lido Advisors
70
Lido Advisors
California
$842K 33,257 +176 +0.5%
ST
71
Spinnaker Trust
Maine
$808K 31,901 -291 -0.9%
SCA
72
Snowden Capital Advisors
New York
$803K 31,700 – –
Mariner
73
Mariner
Kansas
$777K 30,695 +4,076 +15%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$752K 29,688 +1,842 +7%
KPWS
75
Kestra Private Wealth Services
Texas
$683K 26,984 +26,984 New
1 2
3
4 5