IBMO icon

iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

Overview Fund Activity

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.

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
1
Azimuth Capital Management
Michigan
$17.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.76M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.16M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.16M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$207K
4
Stifel Financial
4
Stifel Financial
Missouri
$535K
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Azimuth Capital Management
Michigan
$17.5M 650,950 +266,750 +69%
Wells Fargo
2
Wells Fargo
California
$4.68M 174,273 +25,787 +17%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$4.4M 163,826 +18,296 +13%
Morgan Stanley
4
Morgan Stanley
New York
$4.16M 154,965 +65,026 +72%
CIM
5
Confluence Investment Management
Missouri
$4.11M 153,172 +9,338 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.76M 140,046 +140,046 New
PWM
7
Praetorian Wealth Management
California
$3.15M 117,479 +17,735 +18%
US Bancorp
8
US Bancorp
Minnesota
$2.72M 101,380 +27,715 +38%
Bank of America
9
Bank of America
North Carolina
$2.48M 92,285 +27,036 +41%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$2.16M 80,552 +80,552 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.89M 70,373 +70,373 New
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M 56,900 -13,568 -19%
LF
13
Lee Financial
Texas
$1.38M 51,300 – –
CTC
14
Central Trust Company
Missouri
$1.14M 42,450 -400 -0.9%
CCA
15
Childress Capital Advisors
Texas
$1.13M 42,100 +42,100 New
REMPR
16
Roof Eidam Maycock Peralta (REMP)
California
$1.01M 37,600 +4,500 +14%
UBS Group
17
UBS Group
Switzerland
$1M 37,404 +8,444 +29%
CIC
18
Carnegie Investment Counsel
Ohio
$996K 37,150 +37,150 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$992K 36,988 +3,098 +9%
PA
20
Prism Advisors
California
$988K 36,840 – –
LPL Financial
21
LPL Financial
California
$962K 35,851 +20,138 +128%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$907K 33,818 +17,426 +106%
RJA
23
Raymond James & Associates
Florida
$790K 29,446 +5,154 +21%
CA
24
CGN Advisors
Kansas
$784K 29,224 +6,004 +26%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$624K 23,277 +3,665 +19%
1
2 3