iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
178 hedge funds and large institutions have $432M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 11 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 57
4% less capital invested
Capital invested by funds: $448M → $432M (-$16.2M)
2% less funds holding
Funds holding: 181 → 178 (-3)
2.9% less ownership
Funds ownership: 88.16% → 85.26% (-2.9%)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.52M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$3.45M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.27M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$8.19M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$6.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.72M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.13M |
| 5 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$3.02M |
IBMO Hedge Fund Activity: Q1 2025 in Review
178 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q1 2025, worth a combined $432M — down 3.6% from $448M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IBMO and 9 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 70 added.
The largest buyer was Bank of America, adding an estimated $3.52M. The largest seller was Corient Private Wealth, cutting an estimated $8.19M.
- 178 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q1 2025, down from 181 in Q4 2024.
- Funds reported $432M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q1 2025, down 3.6% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q1 2025 and 11 closed out, a net change of -2 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q1 2025 was Bank of America, an estimated $3.52M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q1 2025 was Corient Private Wealth, an estimated $8.19M sold.
Based on aggregated 13F filings for Q1 2025.