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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

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: 155 → 159 (+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
–

Top Buyers

1
SCG
Sonata Capital Group
Washington
+$1.95M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.73M
3
HCM
Howland Capital Management
Massachusetts
+$1.53M
4
LIA
LBMC Investment Advisors
Tennessee
+$1.48M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.53M
2
KCM
Kathmere Capital Management
Pennsylvania
-$1.45M
3
SWM
Scissortail Wealth Management
Oklahoma
-$1.44M
4
AWA
Amplius Wealth Advisors
Pennsylvania
-$580K
5
CA
Crumly & Associates
Illinois
-$546K
Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
101
New England Private Wealth Advisors
Massachusetts
$435K +$561 +22 +0.1%
ECM
102
Exchange Capital Management
Michigan
$426K +$98.5K +3,860 +30%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$419K -$42.3K -1,659 -9%
ACS
104
Archford Capital Strategies
Illinois
$404K -$129K -5,040 -24%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$404K +$402K +15,736 New
CFS
106
Commonwealth Financial Services
West Virginia
$385K +$28.2K +1,106 +8%
WI
107
WrapManager Inc
California
$385K -$12.8K -503 -3%
Creative Planning
108
Creative Planning
Kansas
$344K -$199K -7,809 -37%
RCAG
109
Rehmann Capital Advisory Group
Michigan
$338K -$1.02K -40 -0.3%
WCM
110
WealthBridge Capital Management
Ohio
$331K +$97.2K +3,810 +42%
SIC
111
Sigma Investment Counselors
Michigan
$330K +$6.51K +255 +2%
HS
112
Horan Securities
United States
$325K – – –
CCA
113
Cora Capital Advisors
New Jersey
$321K – – –
Cerity Partners
114
Cerity Partners
New York
$310K +$309K +12,094 New
Goldman Sachs
115
Goldman Sachs
New York
$284K -$114K -4,463 -29%
MA
116
MONECO Advisors
Connecticut
$279K – – –
AWM
117
Alterna Wealth Management
Texas
$278K – – –
PWS
118
Peloton Wealth Strategists
Indiana
$262K – – –
HWM
119
HB Wealth Management
Georgia
$260K – – –
KOMWMG
120
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$257K +$256K +10,036 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$257K -$16.9K -661 -6%
CHA
122
Cooper/Haims Advisors
New York
$257K – – –
BMM
123
Buffington Mohr McNeal
Idaho
$253K +$251K +9,855 New
PG
124
Patten Group
Tennessee
$249K – – –
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$246K -$1.1K -43 -0.4%
3 4
5
6 7

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.