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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
TC
101
Trust Company
Kansas
$349K – – –
JSA
102
Jim Saulnier & Associates
Colorado
$346K +$2.09K +83 +0.6%
SWA
103
Sax Wealth Advisors
New Jersey
$336K +$334K +13,241 New
NA
104
Nestegg Advisors
New York
$336K -$216K -8,576 -39%
FAFN
105
First Affirmative Financial Network
Colorado
$332K +$329K +13,081 New
ACS
106
Archford Capital Strategies
Illinois
$332K +$14.9K +591 +5%
PWS
107
Peloton Wealth Strategists
Indiana
$330K – – –
MWM
108
Meridian Wealth Management
Kentucky
$329K +$326K +12,954 New
WCM
109
WealthBridge Capital Management
Ohio
$324K +$17.1K +680 +6%
APP
110
Avantax Planning Partners
Iowa
$317K -$25 -1 -0%
SA
111
Sanctuary Advisors
Indiana
$301K +$1.08K +43 +0.4%
SPIA
112
Steward Partners Investment Advisory
New York
$296K +$73.8K +2,928 +34%
Corient Private Wealth
113
Corient Private Wealth
Florida
$296K -$567K -22,492 -66%
PPWM
114
PFG Private Wealth Management
Florida
$296K – – –
PWM
115
Partners Wealth Management
California
$293K – – –
PCH
116
PGIM Custom Harvest
New Jersey
$289K +$287K +11,385 New
BCM
117
Brookstone Capital Management
Illinois
$287K +$51.2K +2,032 +22%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$281K – – –
MA
119
MONECO Advisors
Connecticut
$278K – – –
AM
120
Atwater Malick
Pennsylvania
$278K +$275K +10,921 New
PWS
121
Precision Wealth Strategies
Missouri
$264K +$262K +10,392 New
CFS
122
Commonwealth Financial Services
West Virginia
$263K -$6.52K -259 -2%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$254K – – –
Jones Financial Companies
124
Jones Financial Companies
Missouri
$248K +$44.9K +1,783 +22%
FTUS
125
Flow Traders U.S.
New York
$246K +$244K +9,668 New
3 4
5
6 7

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.