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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

181 hedge funds and large institutions have $448M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

14% more funds holding

Funds holding: 159 → 181 (+22)

1.03% more ownership

Funds ownership: 87.13% → 88.16% (+1%)

4% more capital invested

Capital invested by funds: $429M → $448M (+$19.1M)

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
75
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.79M
2
Lido Advisors
Lido Advisors
California
+$2.29M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M
4
SWM
Scissortail Wealth Management
Oklahoma
+$1.76M
5
CA
Clearstead Advisors
Ohio
+$1.65M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.22M
2
UBS Group
UBS Group
Switzerland
-$2.51M
3
Morgan Stanley
Morgan Stanley
New York
-$2.47M
4
Jane Street
Jane Street
New York
-$889K
5
OMC
Old Mission Capital
Illinois
-$595K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
51
Valmark Advisers
Ohio
$1.56M +$312K +12,216 +25%
SWMG
52
Signature Wealth Management Group
Georgia
$1.51M +$13.9K +544 +0.9%
GT
53
Glenview Trust
Kentucky
$1.5M – – –
JIR
54
James Investment Research
Ohio
$1.5M +$150K +5,870 +11%
BPA
55
Beacon Pointe Advisors
California
$1.44M +$41.9K +1,641 +3%
CIA
56
Capital Investment Advisors
Georgia
$1.43M +$277K +10,838 +24%
PA
57
PSI Advisors
Florida
$1.3M -$74K -2,900 -5%
PFM
58
Phillips Financial Management
Indiana
$1.26M +$22.3K +875 +2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1.22M +$602K +23,568 +97%
RAG
60
RIA Advisory Group
Iowa
$1.21M -$14.1K -552 -1%
BSAM
61
Blue Square Asset Management
New York
$1.19M -$40.1K -1,571 -3%
GHA
62
Granite Harbor Advisors
Texas
$1.16M +$497K +19,470 +74%
KPWS
63
Kestra Private Wealth Services
Texas
$1.14M +$452K +17,700 +65%
BEI
64
Benjamin Edwards Inc
Missouri
$1.14M +$63.4K +2,483 +6%
Financial Engines Advisors
65
Financial Engines Advisors
California
$1.13M +$48.8K +1,912 +5%
SWP
66
Stratos Wealth Partners
Ohio
$1.13M +$1.12K +44 +0.1%
FFG
67
Foundry Financial Group
New Hampshire
$1.13M +$39.1K +1,530 +4%
CA
68
Crumly & Associates
Illinois
$1.12M -$52.4K -2,054 -4%
EPW
69
Evergreen Private Wealth
Colorado
$1.12M +$183K +7,170 +19%
SSB
70
Sandy Spring Bank
Maryland
$1.1M -$121K -4,734 -10%
AI
71
Atria Investments
North Carolina
$1.09M -$234K -9,177 -18%
Mariner
72
Mariner
Kansas
$1.08M +$67.3K +2,638 +7%
IWM
73
IHT Wealth Management
Illinois
$1.06M +$1.06M +41,603 New
MWM
74
Modern Wealth Management
Kansas
$1.03M +$392K +15,359 +61%
LF
75
Lantz Financial
Illinois
$1M +$223K +8,742 +29%
1 2
3
4 5

IBMO Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q4 2024, worth a combined $448M — up 4.5% from $429M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMO positions and 4 closed out — a net gain of 25 holders — while 75 added to existing stakes and 41 trimmed.

The largest buyer was Bank of America, adding an estimated $4.79M. The largest seller was Mercer Global Advisors, cutting an estimated $3.22M.

  • 181 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $448M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q4 2024 and 4 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q4 2024 was Bank of America, an estimated $4.79M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2024.