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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
HWM
126
HB Wealth Management
Georgia
$258K – – –
KOMWMG
127
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$257K +$1.91K +75 +0.7%
DSA
128
Droms Strauss Advisors
Missouri
$255K +$255K +10,003 New
Baird Financial Group
129
Baird Financial Group
Wisconsin
$255K – – –
CHA
130
Cooper/Haims Advisors
New York
$255K – – –
SRC
131
Shufro Rose & Co
New York
$254K +$254K +9,964 New
TC
132
Trust Company
Kansas
$249K +$250K +9,784 New
CSP
133
Cary Street Partners
Virginia
$244K +$245K +9,595 New
SC
134
Savant Capital
Illinois
$241K – – –
AF
135
Arrow Financial
New York
$241K – – –
ADL
136
Asset Dedication LLC
California
$236K – – –
PG
137
Patten Group
Tennessee
$232K -$14.8K -578 -6%
S
138
SignatureFD
Georgia
$229K – – –
SWP
139
Summit Wealth Partners
Florida
$227K +$228K +8,918 New
PJSIMP
140
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K -$11.5K -450 -5%
4WM
141
4J Wealth Management
Virginia
$223K +$1.3K +51 +0.6%
SCA
142
Stonebridge Capital Advisors
Minnesota
$221K -$16.6K -650 -7%
PAG
143
Private Advisor Group
New Jersey
$220K +$221K +8,651 New
SPIA
144
Steward Partners Investment Advisory
New York
$216K – – –
HS
145
Horan Securities
United States
$215K -$108K -4,233 -33%
RPSA
146
Richard P. Slaughter Associates
Texas
$213K +$213K +8,357 New
BCI
147
Brinker Capital Investments
Pennsylvania
$211K +$211K +8,271 New
OPS
148
Orion Portfolio Solutions
Nebraska
$211K +$211K +8,271 New
BWFA
149
Baltimore-Washington Financial Advisors
Maryland
$208K – – –
SMC
150
Smith, Moore & Co
Missouri
$205K +$205K +8,045 New
4 5
6
7 8

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.