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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

173 hedge funds and large institutions have $444M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $432M → $444M (+$12.8M)

0.88% less ownership

Funds ownership: 85.26% → 84.38% (-0.88%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

3% less funds holding

Funds holding: 178 → 173 (-5)

Holders
173
Holders Change
-5
Holders Change %
-2.81%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
+$2.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.25M
3
Bank of America
Bank of America
North Carolina
+$1.96M
4
HBT
Hills Bank & Trust
Iowa
+$1.47M
5
Jane Street
Jane Street
New York
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$2.05M
2
PA
PSI Advisors
Florida
-$1.45M
3
KCM
Kathmere Capital Management
Pennsylvania
-$1.39M
4
WWM
WJ Wealth Management
Arizona
-$795K
5
CWP
Cyndeo Wealth Partners
Florida
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
126
Peloton Wealth Strategists
Indiana
$282K – – –
MA
127
MONECO Advisors
Connecticut
$279K – – –
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$267K +$766 +30 +0.3%
PWS
129
Precision Wealth Strategies
Missouri
$262K +$261K +10,225 New
Baird Financial Group
130
Baird Financial Group
Wisconsin
$256K – – –
CHA
131
Cooper/Haims Advisors
New York
$256K – – –
SIC
132
Sigma Investment Counselors
Michigan
$256K – – –
FNT
133
First National Trust
Pennsylvania
$255K +$28.5K +1,116 +13%
SRC
134
Shufro Rose & Co
New York
$255K – – –
PTC
135
Private Trust Company
Ohio
$250K +$55.3K +2,165 +29%
CSP
136
Cary Street Partners
Virginia
$246K – – –
AF
137
Arrow Financial
New York
$242K – – –
SC
138
Savant Capital
Illinois
$239K – – –
ADL
139
Asset Dedication LLC
California
$238K – – –
PG
140
Patten Group
Tennessee
$233K – – –
TA
141
TPG Advisors
Illinois
$233K – – –
S
142
SignatureFD
Georgia
$230K – – –
SWP
143
Summit Wealth Partners
Florida
$229K – – –
AWE
144
Avidian Wealth Enterprises
Texas
$219K +$218K +8,554 New
SPIA
145
Steward Partners Investment Advisory
New York
$217K – – –
HS
146
Horan Securities
United States
$217K – – –
SB
147
Strategic Blueprint
Georgia
$215K +$214K +8,381 New
BAM
148
Beaumont Asset Management
Texas
$213K +$212K +8,320 New
AWP
149
Accretive Wealth Partners
New Jersey
$210K +$209K +8,196 New
BWFA
150
Baltimore-Washington Financial Advisors
Maryland
$210K – – –
4 5
6
7 8

IBMO Hedge Fund Activity: Q2 2025 in Review

173 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q2 2025, worth a combined $444M — up 3% from $432M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBMO and 15 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 69 added.

The largest buyer was Newman Dignan & Sheerar Inc, opening a new position worth an estimated $2.7M. The largest seller was Raymond James Financial, cutting an estimated $2.05M.

  • 173 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q2 2025, down from 178 in Q1 2025.
  • Funds reported $444M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q2 2025, up 3% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q2 2025 and 16 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q2 2025 was Newman Dignan & Sheerar Inc, an estimated $2.7M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q2 2025 was Raymond James Financial, an estimated $2.05M sold.

Based on aggregated 13F filings for Q2 2025.