IBMO icon

iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

Overview Fund Activity

67 hedge funds and large institutions have $92.9M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.17M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.62M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$5.86M
5
Creative Planning
5
Creative Planning
Kansas
$1.29M

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$350K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
ACM
4
Azimuth Capital Management
Michigan
$17.5M
5
US Bancorp
5
US Bancorp
Minnesota
$2.65M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Azimuth Capital Management
Michigan
$17.5M 646,950 -4,000 -0.6%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$5.86M 217,103 +53,277 +33%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.62M 208,380 +68,334 +49%
UBS Group
4
UBS Group
Switzerland
$5.5M 203,762 +166,358 +445%
Wells Fargo
5
Wells Fargo
California
$5.02M 186,177 +11,904 +7%
CIM
6
Confluence Investment Management
Missouri
$4.98M 184,493 +31,321 +20%
Morgan Stanley
7
Morgan Stanley
New York
$4.9M 181,483 +26,518 +17%
PWM
8
Praetorian Wealth Management
California
$3.92M 145,350 +27,871 +24%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.17M 117,423 +83,605 +247%
Bank of America
10
Bank of America
North Carolina
$2.95M 109,438 +17,153 +19%
US Bancorp
11
US Bancorp
Minnesota
$2.65M 98,096 -3,284 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.59M 95,965 +25,592 +36%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.53M 93,760 +13,208 +16%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.59M 58,753 +1,853 +3%
Stifel Financial
15
Stifel Financial
Missouri
$1.46M 54,184 +34,240 +172%
LF
16
Lee Financial
Texas
$1.38M 51,300 – –
Creative Planning
17
Creative Planning
Kansas
$1.29M 47,985 +47,985 New
CCA
18
Childress Capital Advisors
Texas
$1.14M 42,100 – –
CTC
19
Central Trust Company
Missouri
$1.13M 41,950 -500 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.09M 40,447 +3,459 +9%
LPL Financial
21
LPL Financial
California
$1.04M 38,554 +2,703 +8%
PA
22
Prism Advisors
California
$1.02M 37,953 +1,113 +3%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$1.01M 37,600 – –
CIC
24
Carnegie Investment Counsel
Ohio
$1.01M 37,300 +150 +0.4%
CA
25
CGN Advisors
Kansas
$829K 30,722 +1,498 +5%
1
2 3