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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
KA
101
Klingman & Associates
New York
$431K -$167K -6,528 -28%
ECM
102
Exchange Capital Management
Michigan
$419K -$3.96K -155 -0.9%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$416K – – –
ACS
104
Archford Capital Strategies
Illinois
$403K – – –
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$401K -$26 -1 -0%
ATC
106
Argent Trust Co
Tennessee
$386K +$387K +15,158 New
CFS
107
Commonwealth Financial Services
West Virginia
$383K – – –
NA
108
Nestegg Advisors
New York
$382K +$383K +14,998 New
WI
109
WrapManager Inc
California
$381K -$715 -28 -0.2%
WCM
110
WealthBridge Capital Management
Ohio
$366K +$37.5K +1,470 +11%
EWS
111
Evergreen Wealth Solutions
Pennsylvania
$365K -$144K -5,626 -28%
APP
112
Avantax Planning Partners
Iowa
$337K -$99.4K -3,893 -23%
Creative Planning
113
Creative Planning
Kansas
$322K -$19.5K -765 -6%
RCAG
114
Rehmann Capital Advisory Group
Michigan
$320K -$15.6K -610 -5%
CCA
115
Cora Capital Advisors
New Jersey
$318K – – –
SIC
116
Sigma Investment Counselors
Michigan
$316K -$12K -471 -4%
TA
117
TPG Advisors
Illinois
$308K -$206K -8,085 -40%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$300K +$59.8K +2,343 +25%
RCA
119
Resonant Capital Advisors
Wisconsin
$300K +$301K +11,781 New
Goldman Sachs
120
Goldman Sachs
New York
$299K +$16.7K +655 +6%
PWM
121
Partners Wealth Management
California
$293K +$293K +11,489 New
PWS
122
Peloton Wealth Strategists
Indiana
$280K +$20.4K +800 +8%
MA
123
MONECO Advisors
Connecticut
$277K – – –
AWM
124
Alterna Wealth Management
Texas
$276K – – –
BMM
125
Buffington Mohr McNeal
Idaho
$268K +$16.7K +654 +7%
3 4
5
6 7

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.