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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

155 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

157% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 28

9% more funds holding

Funds holding: 142 → 155 (+13)

7% more capital invested

Capital invested by funds: $365M → $389M (+$24.3M)

0.1% less ownership

Funds ownership: 86.2% → 86.1% (-0.1%)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
72
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.62M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.63M
3
Stifel Financial
Stifel Financial
Missouri
+$2.18M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.06M
5
CIM
Confluence Investment Management
Missouri
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
-$6.38M
2
Raymond James Financial
Raymond James Financial
Florida
-$3.38M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.19M
4
UBS Group
UBS Group
Switzerland
-$737K
5
CA
Crumly & Associates
Illinois
-$664K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
26
Cypress Point Wealth Management
Texas
$3.04M – – –
Jane Street
27
Jane Street
New York
$2.99M +$1.42M +56,243 +92%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.92M +$90.7K +3,599 +3%
Ameriprise
29
Ameriprise
Minnesota
$2.87M +$96.7K +3,841 +4%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$2.86M +$595K +23,636 +27%
UCFA
31
United Capital Financial Advisors
Texas
$2.72M +$1.66K +66 +0.1%
CIM
32
Confluence Investment Management
Missouri
$2.51M +$1.66M +65,971 +200%
SWA
33
Stratos Wealth Advisors
Ohio
$2.49M +$1.43M +56,730 +138%
CWP
34
Cyndeo Wealth Partners
Florida
$2.47M -$264K -10,483 -10%
WIC
35
Woodmont Investment Counsel
Tennessee
$2.44M +$353K +14,020 +17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.36M -$30.1K -1,194 -1%
QFA
37
Quantum Financial Advisors
California
$2.22M +$107K +4,244 +5%
EFP
38
Envision Financial Planning
Tennessee
$2.15M -$136K -5,415 -6%
CCM
39
Coldstream Capital Management
Washington
$2.13M +$49.7K +1,973 +2%
LPT
40
Legacy Private Trust
Wisconsin
$2.09M – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$2.08M +$2.06M +81,923 New
BEI
42
Benjamin Edwards Inc
Missouri
$2.08M +$1.24M +49,171 +151%
AUB
43
Atlantic Union Bankshares
Virginia
$1.61M +$1.59M +63,186 New
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.6M +$50K +1,986 +3%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.59M +$49.8K +1,977 +3%
VA
46
Valmark Advisers
Ohio
$1.52M +$154K +6,129 +11%
CIA
47
Capital Investment Advisors
Georgia
$1.49M +$171K +6,805 +13%
ST
48
Spinnaker Trust
Maine
$1.37M +$162K +6,415 +13%
SPA
49
Sentinel Pension Advisors
Massachusetts
$1.3M +$7.83K +311 +0.6%
LIM
50
Leavell Investment Management
Alabama
$1.28M +$613K +24,328 +93%
1
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3 4 5

IBMQ Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2025, worth a combined $389M — up 6.6% from $365M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBMQ positions and 6 closed out — a net gain of 16 holders — while 72 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $3.62M. The largest seller was Kathmere Capital Management, cutting an estimated $6.38M.

  • 155 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2025, up from 142 in Q1 2025.
  • Funds reported $389M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2025 was Bank of America, an estimated $3.62M added.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2025 was Kathmere Capital Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2025.