iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
179 hedge funds and large institutions have $423M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
70% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 44
3% more funds holding
Funds holding: 173 → 179 (+6)
5% less capital invested
Capital invested by funds: $444M → $423M (-$21.3M)
3.78% less ownership
Funds ownership: 84.59% → 80.81% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.14M |
| 2 |
PA
PSI Advisors
Tampa,
Florida
|
+$2.65M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.31M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.46M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.1M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$10.4M |
| 3 |
Morgan Stanley
New York
|
-$9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.91M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.38M |
IBMO Hedge Fund Activity: Q3 2025 in Review
179 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q3 2025, worth a combined $423M — down 4.8% from $444M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBMO positions and 8 closed out — a net gain of 9 holders — while 75 added to existing stakes and 44 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $3.14M. The largest seller was Envestnet Asset Management, cutting an estimated $19.1M.
- 179 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q3 2025, up from 173 in Q2 2025.
- Funds reported $423M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q3 2025, down 4.8% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q3 2025 and 8 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $3.14M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $19.1M sold.
Based on aggregated 13F filings for Q3 2025.