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iShares iBonds Dec 2026 Term Muni Bond ETF

42 hedge funds and large institutions have $32.9M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 2

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

48% more capital invested

Capital invested by funds: $22.3M → $32.9M (+$10.6M)

8% more funds holding

Funds holding: 3942 (+3)

4.46% more ownership

Funds ownership: 61.95%66.41% (+4.5%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
25
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$3.9M +$94.2K +3,500 +2%
Wells Fargo
2
Wells Fargo
California
$3.78M +$1.62M +60,018 +75%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$2.48M +$2.12M +78,867 +596%
PWM
4
Praetorian Wealth Management
California
$2.28M +$868K +32,262 +62%
Bank of America
5
Bank of America
North Carolina
$2.09M +$1.28M +47,556 +157%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.93M +$299K +11,114 +18%
Jane Street
7
Jane Street
New York
$1.5M +$902K +33,511 +152%
LF
8
Lee Financial
Texas
$1.38M
US Bancorp
9
US Bancorp
Minnesota
$1.18M +$766K +28,475 +184%
CTC
10
Central Trust Company
Missouri
$1.15M
Morgan Stanley
11
Morgan Stanley
New York
$1.08M -$9.53K -354 -0.9%
Stifel Financial
12
Stifel Financial
Missouri
$781K +$464K +17,231 +146%
PA
13
Prism Advisors
California
$717K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$714K +$305K +11,330 +75%
UBS Group
15
UBS Group
Switzerland
$659K +$109K +4,062 +20%
RJA
16
Raymond James & Associates
Florida
$656K +$447K +16,617 +214%
SPA
17
Sentinel Pension Advisors
Massachusetts
$629K +$156K +5,782 +33%
REMPR
18
Roof Eidam Maycock Peralta (REMP)
California
$552K +$552K +20,500 New
RFC
19
Regions Financial Corp
Alabama
$541K +$170K +6,304 +46%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$485K +$64.7K +2,404 +15%
AWM
21
Altium Wealth Management
New York
$447K +$447K +16,610 New
SSB
22
Sandy Spring Bank
Maryland
$446K +$224K +8,330 +101%
BPA
23
Beacon Pointe Advisors
California
$399K +$27.2K +1,012 +7%
COF
24
Capital One Financial
Virginia
$350K
RJFSA
25
Raymond James Financial Services Advisors
Florida
$343K +$10.2K +379 +3%

IBMO Hedge Fund Activity: Q3 2020 in Review

42 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q3 2020, worth a combined $32.9M — up 48% from $22.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMO positions and 4 closed out — a net gain of 3 holders — while 25 added to existing stakes and 2 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $2.12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.04M sold.

  • 42 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q3 2020, up from 39 in Q2 2020.
  • Funds reported $32.9M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q3 2020, up 48% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q3 2020 and 4 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q3 2020 was Wilbanks Smith & Thomas Asset Management, an estimated $2.12M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2020.