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iShares iBonds Dec 2026 Term Muni Bond ETF

159 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 45

6% more capital invested

Capital invested by funds: $404M → $429M (+$24.8M)

3% more funds holding

Funds holding: 155159 (+4)

0.75% less ownership

Funds ownership: 87.87%87.13% (-0.75%)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
66
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$40M +$1.26M +49,501 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$25.4M +$299K +11,701 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.7M +$1.04M +40,778 +5%
Morgan Stanley
4
Morgan Stanley
New York
$20.7M -$1.53M -59,890 -7%
CA
5
Clearstead Advisors
Ohio
$20.5M +$642K +25,146 +3%
UBS Group
6
UBS Group
Switzerland
$19.3M +$567K +22,210 +3%
US Bancorp
7
US Bancorp
Minnesota
$17.9M +$797K +31,242 +5%
KCM
8
Kathmere Capital Management
Pennsylvania
$16.2M -$1.45M -56,720 -8%
NA
9
NewEdge Advisors
Louisiana
$14.3M +$252K +9,858 +2%
Wells Fargo
10
Wells Fargo
California
$12.6M -$15.6K -611 -0.1%
Corient Private Wealth
11
Corient Private Wealth
Florida
$10.1M -$428K -16,776 -4%
LIA
12
LBMC Investment Advisors
Tennessee
$8.1M +$1.48M +57,928 +22%
HBT
13
Hills Bank & Trust
Iowa
$7.99M +$909K +35,626 +13%
CIA
14
Covington Investment Advisors
Pennsylvania
$7.65M -$7.66K -300 -0.1%
LPL Financial
15
LPL Financial
California
$7.61M -$41.4K -1,621 -0.5%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.56M +$851K +33,366 +13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.34M +$196K +7,668 +3%
Ameriprise
18
Ameriprise
Minnesota
$6.9M +$890K +34,864 +15%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$6.32M -$235K -9,217 -4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.3M +$1.73M +67,741 +38%
PWM
21
Praetorian Wealth Management
California
$5.94M -$300K -11,772 -5%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.78M +$912K +35,749 +19%
LIM
23
Leavell Investment Management
Alabama
$5.31M +$279K +10,933 +6%
CWP
24
Cyndeo Wealth Partners
Florida
$4.24M +$448K +17,541 +12%
HCM
25
Howland Capital Management
Massachusetts
$4.17M +$1.53M +60,040 +58%

IBMO Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q3 2024, worth a combined $429M — up 6.1% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMO positions and 7 closed out — a net gain of 6 holders — while 66 added to existing stakes and 45 trimmed.

The largest buyer was Sonata Capital Group, opening a new position worth an estimated $1.95M. The largest seller was Morgan Stanley, cutting an estimated $1.53M.

  • 159 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q3 2024, up from 155 in Q2 2024.
  • Funds reported $429M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q3 2024 was Sonata Capital Group, an estimated $1.95M added.
  • The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q3 2024 was Morgan Stanley, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2024.