We are live on ! Find out more
IBMO icon

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
PP
76
Postrock Partners
Oregon
$944K +$946K +37,066 New
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$910K +$284K +11,142 +45%
PA
78
Prism Advisors
California
$908K – – –
REMPR
79
Roof Eidam Maycock Peralta (REMP)
California
$897K +$1.56K +61 +0.2%
ST
80
Spinnaker Trust
Maine
$866K +$78.1K +3,059 +10%
KC
81
Kades & Cheifetz
Pennsylvania
$854K +$247K +9,675 +41%
IA
82
IFP Advisors
Florida
$853K -$11.2K -440 -1%
CBT
83
Crews Bank & Trust
Florida
$838K +$840K +32,911 New
P
84
&Partners
Tennessee
$813K +$43.7K +1,713 +6%
SCA
85
Snowden Capital Advisors
New York
$807K – – –
SG
86
Strid Group
Pennsylvania
$794K – – –
GWMR
87
GC Wealth Management RIA
Massachusetts
$780K +$24.7K +967 +3%
CIAS
88
CFS Investment Advisory Services
New Jersey
$771K -$70.3K -2,755 -8%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$633K -$75.2K -2,948 -11%
MW
90
Members Wealth
Pennsylvania
$551K +$552K +21,620 New
PPWM
91
PFG Private Wealth Management
Florida
$539K +$13.3K +520 +3%
Jane Street
92
Jane Street
New York
$538K -$889K -34,837 -62%
NG
93
Novem Group
New York
$533K +$534K +20,931 New
AWM
94
Apollon Wealth Management
South Carolina
$509K -$102K -4,000 -17%
PA
95
Parallel Advisors
California
$503K +$6.51K +255 +1%
RWM
96
Riverchase Wealth Management
Texas
$490K +$491K +19,229 New
1L
97
10Elms LLP
Oklahoma
$489K +$490K +19,204 New
FAFN
98
First Affirmative Financial Network
Colorado
$475K -$13.8K -542 -3%
GAM
99
Gould Asset Management
California
$437K +$511 +20 +0.1%
GSIAS
100
Garden State Investment Advisory Services
New Jersey
$434K -$58.7K -2,300 -12%
2 3
4
5 6

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.