iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
155 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 12 closing their positions.
126% more capital inflows, than outflows
Capital inflows: $50.4M | Capital outflows: $22.3M
77% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 39
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
0.04% less ownership
Funds ownership: 87.91% → 87.87% (-0.04%)
1% less funds holding
Funds holding: 156 → 155 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clearstead Advisors
Cleveland,
Ohio
|
+$19.5M |
| 2 |
Morgan Stanley
New York
|
+$4.49M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.09M |
| 4 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.56M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.05M |
| 3 |
Sonata Capital Group
Seattle,
Washington
|
-$1.76M |
| 4 |
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$1.65M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$1.19M |
IBMO Hedge Fund Activity: Q2 2024 in Review
155 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q2 2024, worth a combined $404M — up 1.8% from $397M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBMO positions and 12 closed out — a net gain of 3 holders — while 69 added to existing stakes and 39 trimmed.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $19.5M. The largest seller was Jane Street, cutting an estimated $4.56M.
- 155 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q2 2024, down from 156 in Q1 2024.
- Funds reported $404M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q2 2024, up 1.8% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q2 2024 and 12 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $19.5M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $4.56M sold.
Based on aggregated 13F filings for Q2 2024.