IBMO icon

iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

Overview Fund Activity

158 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 12 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
66
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCG
1
Sonata Capital Group
Washington
$1.96M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.3M
3
HCM
3
Howland Capital Management
Massachusetts
$4.17M
4
LIA
4
LBMC Investment Advisors
Tennessee
$8.1M
5
Bank of America
5
Bank of America
North Carolina
$40M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.7M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$16.2M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$0
5
CA
5
Crumly & Associates
Illinois
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
NEPWA
101
New England Private Wealth Advisors
Massachusetts
$435K 16,964 +22 +0.1%
ECM
102
Exchange Capital Management
Michigan
$426K 16,614 +3,860 +30%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$419K 16,338 -1,659 -9%
ACS
104
Archford Capital Strategies
Illinois
$404K 15,815 -5,040 -24%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$404K 15,736 +15,736 New
CFS
106
Commonwealth Financial Services
West Virginia
$385K 15,046 +1,106 +8%
WI
107
WrapManager Inc
California
$385K 15,003 -503 -3%
Creative Planning
108
Creative Planning
Kansas
$344K 13,421 -7,809 -37%
RCAG
109
Rehmann Capital Advisory Group
Michigan
$338K 13,173 -40 -0.3%
WCM
110
WealthBridge Capital Management
Ohio
$331K 12,888 +3,810 +42%
SIC
111
Sigma Investment Counselors
Michigan
$330K 12,871 +255 +2%
HS
112
Horan Securities
United States
$325K 12,687 – –
CCA
113
Cora Capital Advisors
New Jersey
$321K 12,500 – –
Cerity Partners
114
Cerity Partners
New York
$310K 12,094 +12,094 New
Goldman Sachs
115
Goldman Sachs
New York
$284K 11,086 -4,463 -29%
MA
116
MONECO Advisors
Connecticut
$279K 10,893 – –
AWM
117
Alterna Wealth Management
Texas
$278K 10,853 – –
PWS
118
Peloton Wealth Strategists
Indiana
$262K 10,200 – –
HWM
119
HB Wealth Management
Georgia
$260K 10,131 – –
KOMWMG
120
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$257K 10,036 +10,036 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$257K 10,000 -661 -6%
CHA
122
Cooper/Haims Advisors
New York
$257K 10,000 – –
BMM
123
Buffington Mohr McNeal
Idaho
$253K 9,855 +9,855 New
PG
124
Patten Group
Tennessee
$249K 9,689 – –
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$246K 9,595 -43 -0.4%
3 4
5
6 7