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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCG
Sonata Capital Group
Seattle,
Washington
|
+$1.95M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.73M |
| 3 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$1.53M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.53M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.45M |
| 3 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$1.44M |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$580K |
| 5 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$546K |
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.