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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$2.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.96M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$1.47M |
| 5 |
Jane Street
New York
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.05M |
| 2 |
PA
PSI Advisors
Tampa,
Florida
|
-$1.45M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.39M |
| 4 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$795K |
| 5 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$723K |
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.