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.
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)
Top Buyers
Top Sellers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.22M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.51M |
| 3 |
Morgan Stanley
New York
|
-$2.47M |
| 4 |
Jane Street
New York
|
-$889K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$595K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
176
Farther Finance Advisors
San Francisco,
California
| $4.58K | – | – | – |
|
|
KIM
177
Kestra Investment Management
Austin,
Texas
| $3.8K | +$3.8K | +149 | New |
|
178
BlackRock
New York
| $3.72K | +$51 | +2 | +1% |
|
|
AWM
179
AE Wealth Management
Topeka,
Kansas
| $942 | +$944 | +37 | New |
|
|
CT
180
Caldwell Trust
Venice,
Florida
| $738 | – | – | – |
|
181
Fidelity Investments
Boston,
Massachusetts
| $583 | – | – | – |
|
|
HNB
182
Huntington National Bank
Columbus,
Ohio
| $25 | – | – | – |
|
|
OMC
183
Old Mission Capital
Chicago,
Illinois
| – | -$595K | -23,207 | Closed |
|
184
Cerity Partners
New York
| – | -$310K | -12,094 | Closed |
|
|
CSPIA
185
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$246K | -9,595 | Closed |
|
|
HPC
186
HM Payson & Co
Portland,
Maine
| – | -$7.7K | -300 | Closed |
|
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.