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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
OAJ
151
Ogorek Anthony Joseph
New York
$19K +$128 +5 +0.7%
AssetMark Inc
152
AssetMark Inc
California
$9.36K – – –
HI
153
Harbour Investments
Wisconsin
$9.33K +$51 +2 +0.6%
SC
154
Stephens Consulting
Michigan
$8.03K – – –
HPC
155
HM Payson & Co
Maine
$7.7K – – –
FFA
156
Farther Finance Advisors
California
$4.62K -$50.7K -1,989 -92%
BlackRock
157
BlackRock
New York
$3.69K – – –
CT
158
Caldwell Trust
Florida
$744 +$740 +29 New
Fidelity Investments
159
Fidelity Investments
Massachusetts
$587 -$306 -12 -34%
HNB
160
Huntington National Bank
Ohio
$26 – – –
AWA
161
Amplius Wealth Advisors
Pennsylvania
– -$580K -22,909 Closed
Citadel Advisors
162
Citadel Advisors
Florida
– -$447K -17,654 Closed
ATC
163
Argent Trust Co
Tennessee
– -$229K -9,059 Closed
RPSA
164
Richard P. Slaughter Associates
Texas
– -$229K -9,059 Closed
PSIWM
165
Paradigm Strategies in Wealth Management
Minnesota
– -$215K -8,496 Closed
VNA
166
Valley National Advisers
Pennsylvania
– -$145K -5,734 Closed
IAIM
167
International Assets Investment Management
Florida
– -$52.1K -2,059 Closed
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.