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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

173 hedge funds and large institutions have $444M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $432M → $444M (+$12.8M)

0.88% less ownership

Funds ownership: 85.26% → 84.38% (-0.88%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

3% less funds holding

Funds holding: 178 → 173 (-5)

Holders
173
Holders Change
-5
Holders Change %
-2.81%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
+$2.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.25M
3
Bank of America
Bank of America
North Carolina
+$1.96M
4
HBT
Hills Bank & Trust
Iowa
+$1.47M
5
Jane Street
Jane Street
New York
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$2.05M
2
PA
PSI Advisors
Florida
-$1.45M
3
KCM
Kathmere Capital Management
Pennsylvania
-$1.39M
4
WWM
WJ Wealth Management
Arizona
-$795K
5
CWP
Cyndeo Wealth Partners
Florida
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
51
Signature Wealth Management Group
Georgia
$1.52M +$20K +784 +1%
PFM
52
Phillips Financial Management
Indiana
$1.52M +$247K +9,684 +20%
GT
53
Glenview Trust
Kentucky
$1.51M – – –
JIR
54
James Investment Research
Ohio
$1.51M – – –
MIM
55
Moseley Investment Management
Florida
$1.43M -$153K -6,000 -10%
RAG
56
RIA Advisory Group
Iowa
$1.42M +$64.2K +2,517 +5%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$158K +6,197 +13%
SWM
58
Scissortail Wealth Management
Oklahoma
$1.41M -$249K -9,738 -15%
BCI
59
Brinker Capital Investments
Pennsylvania
$1.41M +$264K +10,353 +23%
BPA
60
Beacon Pointe Advisors
California
$1.25M -$115K -4,524 -8%
BEI
61
Benjamin Edwards Inc
Missouri
$1.22M -$21.3K -836 -2%
ST
62
Spinnaker Trust
Maine
$1.22M +$66.7K +2,615 +6%
BAM
63
Belpointe Asset Management
Nevada
$1.21M +$1.21M +47,256 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$1.16M +$141K +5,536 +14%
MWM
65
Modern Wealth Management
Kansas
$1.15M +$178K +6,990 +18%
GHA
66
Granite Harbor Advisors
Texas
$1.15M -$90K -3,526 -7%
BSAM
67
Blue Square Asset Management
New York
$1.15M -$23.2K -910 -2%
EPW
68
Evergreen Private Wealth
Colorado
$1.14M -$11.2K -439 -1%
Financial Engines Advisors
69
Financial Engines Advisors
California
$1.13M +$297K +11,624 +36%
AUB
70
Atlantic Union Bankshares
Virginia
$1.12M +$1.12M +43,830 New
IWM
71
IHT Wealth Management
Illinois
$1.08M +$6.18K +242 +0.6%
Mariner
72
Mariner
Kansas
$1.07M -$2.4K -94 -0.2%
Deutsche Bank
73
Deutsche Bank
Germany
$1.05M – – –
LF
74
Lantz Financial
Illinois
$1.04M +$26.4K +1,036 +3%
FFG
75
Foundry Financial Group
New Hampshire
$1.02M +$995 +39 +0.1%
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3
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IBMO Hedge Fund Activity: Q2 2025 in Review

173 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q2 2025, worth a combined $444M — up 3% from $432M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBMO and 15 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 69 added.

The largest buyer was Newman Dignan & Sheerar Inc, opening a new position worth an estimated $2.7M. The largest seller was Raymond James Financial, cutting an estimated $2.05M.

  • 173 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $444M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q2 2025, up 3% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q2 2025 and 16 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q2 2025 was Newman Dignan & Sheerar Inc, an estimated $2.7M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q2 2025 was Raymond James Financial, an estimated $2.05M sold.

Based on aggregated 13F filings for Q2 2025.