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iShares iBonds Dec 2026 Term Muni Bond ETF

159 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 45

6% more capital invested

Capital invested by funds: $404M → $429M (+$24.8M)

3% more funds holding

Funds holding: 155159 (+4)

0.75% less ownership

Funds ownership: 87.87%87.13% (-0.75%)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
66
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.45M +$83.4K +3,270 +6%
Jane Street
52
Jane Street
New York
$1.44M +$915K +35,842 +178%
BPA
53
Beacon Pointe Advisors
California
$1.41M -$137K -5,368 -9%
PA
54
PSI Advisors
Florida
$1.38M
JIR
55
James Investment Research
Ohio
$1.36M +$49.8K +1,951 +4%
AI
56
Atria Investments
North Carolina
$1.33M +$161K +6,303 +14%
CCM
57
Coldstream Capital Management
Washington
$1.29M +$97.2K +3,811 +8%
VA
58
Valmark Advisers
Ohio
$1.26M -$111K -4,368 -8%
PFM
59
Phillips Financial Management
Indiana
$1.25M -$22.3K -875 -2%
BSAM
60
Blue Square Asset Management
New York
$1.24M -$30.4K -1,191 -2%
SSB
61
Sandy Spring Bank
Maryland
$1.23M +$181K +7,095 +17%
RAG
62
RIA Advisory Group
Iowa
$1.23M +$1.22M +47,988 New
CA
63
Crumly & Associates
Illinois
$1.18M -$546K -21,383 -32%
CIA
64
Capital Investment Advisors
Georgia
$1.16M +$55.6K +2,178 +5%
MIM
65
Moseley Investment Management
Florida
$1.15M +$1.15M +44,929 New
SWP
66
Stratos Wealth Partners
Ohio
$1.13M +$148K +5,817 +15%
FFG
67
Foundry Financial Group
New Hampshire
$1.09M -$12.1K -475 -1%
Financial Engines Advisors
68
Financial Engines Advisors
California
$1.09M +$571K +22,367 +112%
BEI
69
Benjamin Edwards Inc
Missouri
$1.09M +$1.06M +41,449 +4,803%
Mariner
70
Mariner
Kansas
$1.02M +$230K +9,004 +29%
EPW
71
Evergreen Private Wealth
Colorado
$948K +$15K +587 +2%
PA
72
Prism Advisors
California
$915K
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$902K +$1.12K +44 +0.1%
IA
74
IFP Advisors
Florida
$871K -$92.9K -3,642 -10%
CIAS
75
CFS Investment Advisory Services
New Jersey
$848K -$29.3K -1,147 -3%

IBMO Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q3 2024, worth a combined $429M — up 6.1% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMO positions and 7 closed out — a net gain of 6 holders — while 66 added to existing stakes and 45 trimmed.

The largest buyer was Sonata Capital Group, opening a new position worth an estimated $1.95M. The largest seller was Morgan Stanley, cutting an estimated $1.53M.

  • 159 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q3 2024, up from 155 in Q2 2024.
  • Funds reported $429M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q3 2024 was Sonata Capital Group, an estimated $1.95M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q3 2024 was Morgan Stanley, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2024.