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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

58 hedge funds and large institutions have $73.1M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

41% more capital invested

Capital invested by funds: $51.8M → $73.1M (+$21.2M)

16% more funds holding

Funds holding: 50 → 58 (+8)

6.94% more ownership

Funds ownership: 70.87% → 77.81% (+6.9%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Azimuth Capital Management
Michigan
+$7.2M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.78M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.9M
5
Morgan Stanley
Morgan Stanley
New York
+$1.75M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.14M
2
Citadel Advisors
Citadel Advisors
Florida
-$607K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$394K
4
Stifel Financial
Stifel Financial
Missouri
-$367K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Azimuth Capital Management
Michigan
$17.5M +$7.2M +266,750 +69%
Wells Fargo
2
Wells Fargo
California
$4.67M +$696K +25,787 +17%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$4.39M +$494K +18,296 +13%
Morgan Stanley
4
Morgan Stanley
New York
$4.16M +$1.75M +65,026 +72%
CIM
5
Confluence Investment Management
Missouri
$4.11M +$252K +9,338 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.76M +$3.78M +140,046 New
PWM
7
Praetorian Wealth Management
California
$3.15M +$479K +17,735 +18%
US Bancorp
8
US Bancorp
Minnesota
$2.72M +$748K +27,715 +38%
Bank of America
9
Bank of America
North Carolina
$2.48M +$730K +27,036 +41%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$2.16M +$2.17M +80,552 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.89M +$1.9M +70,373 New
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M -$366K -13,568 -19%
LF
13
Lee Financial
Texas
$1.38M – – –
CTC
14
Central Trust Company
Missouri
$1.14M -$10.8K -400 -0.9%
CCA
15
Childress Capital Advisors
Texas
$1.13M +$1.14M +42,100 New
REMPR
16
Roof Eidam Maycock Peralta (REMP)
California
$1.01M +$121K +4,500 +14%
UBS Group
17
UBS Group
Switzerland
$1M +$228K +8,444 +29%
CIC
18
Carnegie Investment Counsel
Ohio
$996K +$1M +37,150 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$992K +$83.6K +3,098 +9%
PA
20
Prism Advisors
California
$988K – – –
LPL Financial
21
LPL Financial
California
$962K +$543K +20,138 +128%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$907K +$470K +17,426 +106%
RJA
23
Raymond James & Associates
Florida
$790K +$139K +5,154 +21%
CA
24
CGN Advisors
Kansas
$784K +$162K +6,004 +26%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$624K +$98.9K +3,665 +19%
1
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IBMO Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q1 2021, worth a combined $73.1M — up 41% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMO positions and 6 closed out — a net gain of 8 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Azimuth Capital Management, adding an estimated $7.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.14M sold.

  • 58 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q1 2021, up from 50 in Q4 2020.
  • Funds reported $73.1M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q1 2021, up 41% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q1 2021 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q1 2021 was Azimuth Capital Management, an estimated $7.2M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q1 2021 was Jane Street, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2021.