We are live on ! Find out more
IBMO icon

iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

74 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

31.24% more ownership

Funds ownership: 96.22% → 127.46% (+31%)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 72 → 74 (+2)

3% less capital invested

Capital invested by funds: $128M → $125M (-$3.25M)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
35
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$35.5M
2
LPT
Legacy Private Trust
Wisconsin
+$2.3M
3
Jane Street
Jane Street
New York
+$2.17M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.56M
5
WIC
Woodmont Investment Counsel
Tennessee
+$953K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.07M
2
Morgan Stanley
Morgan Stanley
New York
-$1.98M
3
CCA
Childress Capital Advisors
Texas
-$1.13M
4
ACM
Azimuth Capital Management
Michigan
-$954K
5
AWM
Altium Wealth Management
New York
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Azimuth Capital Management
Michigan
$15.2M -$954K -36,500 -6%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$8.38M +$1.56M +59,840 +22%
Wells Fargo
3
Wells Fargo
California
$7.92M +$396K +15,133 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.68M +$709K +27,145 +10%
KCM
5
Karp Capital Management
California
$6.61M +$482K +18,433 +8%
Morgan Stanley
6
Morgan Stanley
New York
$5.61M -$1.98M -75,909 -26%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.35M -$1.28K -49 -0%
CIM
8
Confluence Investment Management
Missouri
$4.95M +$514K +19,669 +11%
Jane Street
9
Jane Street
New York
$4.71M +$2.17M +83,126 +82%
PWM
10
Praetorian Wealth Management
California
$4.54M +$453K +17,347 +11%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$4.4M +$764K +29,214 +20%
Bank of America
12
Bank of America
North Carolina
$4.35M +$6.59K +252 +0.1%
UCFA
13
United Capital Financial Advisors
Texas
$3.77M -$52.3K -2,001 -1%
US Bancorp
14
US Bancorp
Minnesota
$3.37M +$495K +18,927 +17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.35M +$9.41K +360 +0.3%
LPT
16
Legacy Private Trust
Wisconsin
$2.95M +$2.3M +88,107 +320%
LPL Financial
17
LPL Financial
California
$2.35M +$125K +4,779 +5%
UBS Group
18
UBS Group
Switzerland
$2.25M -$3.07M -117,348 -57%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.08M +$333K +12,744 +18%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M +$106K +4,044 +7%
Stifel Financial
21
Stifel Financial
Missouri
$1.36M +$391K +14,974 +39%
LF
22
Lee Financial
Texas
$1.31M – – –
CTC
23
Central Trust Company
Missouri
$1.21M +$83.6K +3,200 +7%
CIC
24
Carnegie Investment Counsel
Ohio
$1.03M +$70.5K +2,697 +7%
REMPR
25
Roof Eidam Maycock Peralta (REMP)
California
$1.01M +$49.7K +1,900 +5%
1
2 3 4

IBMO Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q1 2022, worth a combined $125M — down 2.5% from $128M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMO positions and 7 closed out — a net gain of 2 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $35.5M. The largest seller was UBS Group, cutting an estimated $3.07M.

  • 74 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q1 2022, up from 72 in Q4 2021.
  • Funds reported $125M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q1 2022, down 2.5% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q1 2022 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $35.5M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q1 2022 was UBS Group, an estimated $3.07M sold.

Based on aggregated 13F filings for Q1 2022.