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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

14 hedge funds and large institutions have $6.73M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

557% more capital invested

Capital invested by funds: $1.02M → $6.73M (+$5.71M)

133% more funds holding

Funds holding: 6 → 14 (+8)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

27.19% more ownership

Funds ownership: 20% → 47.19% (+27%)

Holders
14
Holders Change
+8
Holders Change %
+133.33%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
Confluence Investment Management
Missouri
+$3.58M
2
Wells Fargo
Wells Fargo
California
+$1.41M
3
Stifel Financial
Stifel Financial
Missouri
+$252K
4
CTC
Central Trust Company
Missouri
+$173K
5
FCA
FinTrust Capital Advisors
South Carolina
+$165K

Top Sellers

1
Jane Street
Jane Street
New York
-$292K
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.63K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$3.58M +$3.58M +138,027 New
Wells Fargo
2
Wells Fargo
California
$1.45M +$1.41M +54,198 +2,884%
JP Morgan Chase
3
JP Morgan Chase
New York
$359K -$3.63K -140 -1%
CTC
4
Central Trust Company
Missouri
$293K +$173K +6,650 +143%
Stifel Financial
5
Stifel Financial
Missouri
$253K +$252K +9,695 New
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$207K – – –
FCA
7
FinTrust Capital Advisors
South Carolina
$165K +$165K +6,366 New
BFEC
8
Benjamin F. Edwards & Company
Missouri
$143K +$143K +5,523 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$140K +$140K +5,404 New
FAAS
10
First Allied Advisory Services
California
$130K +$130K +5,000 New
ADL
11
Asset Dedication LLC
California
$2K – – –
BlackRock
12
BlackRock
New York
$2K +$1.56K +60 New
BEI
13
Benjamin Edwards Inc
Missouri
$2K +$1.87K +72 New
AIP
14
Ameritas Investment Partners
Nebraska
$2K +$2.59K +100 New
Jane Street
15
Jane Street
New York
– -$292K -11,406 Closed