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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
IBMO
178 hedge funds and large institutions have $423M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
70% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 44
3% more funds holding
Funds holding: 173 → 178 (+5)
5% less capital invested
Capital invested by funds: $444M → $423M (-$21.4M)
3.58% less ownership
Funds ownership: 84.38% → 80.8% (-3.6%)
Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
75
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.14M |
| 2 |
PA
PSI Advisors
Tampa,
Florida
|
+$2.65M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.31M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.46M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.34M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.1M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$10.4M |
| 3 |
Morgan Stanley
New York
|
-$9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.91M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
BlackRock
New York
| $3.77K | – | – | – |
|
|
CT
177
Caldwell Trust
Venice,
Florida
| $744 | – | – | – |
|
|
EWM
178
Evolution Wealth Management
Fort Myers,
Florida
| $488 | +$487 | +19 | New |
|
|
HNB
179
Huntington National Bank
Columbus,
Ohio
| $26 | – | – | – |
|
|
WI
180
WrapManager Inc
Mill Valley,
California
| – | -$356K | -13,881 | Closed |
|
|
RCAG
181
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$320K | -12,479 | Closed |
|
|
WWM
182
WJ Wealth Management
Glendale,
Arizona
| – | -$312K | -12,179 | Closed |
|
|
PWM
183
Partners Wealth Management
Carmel By The Sea,
California
| – | -$293K | -11,489 | Closed |
|
|
PWS
184
Precision Wealth Strategies
Saint Louis,
Missouri
| – | -$262K | -10,225 | Closed |
|
|
PG
185
Patten Group
Chattanooga,
Tennessee
| – | -$233K | -9,111 | Closed |
|
|
BWFA
186
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$210K | -8,179 | Closed |
|
187
Comerica Bank
Dallas,
Texas
| – | -$21.4K | -836 | Closed |
|