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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.62M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.63M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.18M |
| 4 |
JP Morgan Chase
New York
|
+$2.06M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$6.38M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.38M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.19M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$737K |
| 5 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$664K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
151
Stephens Consulting
Flint,
Michigan
| $7.95K | – | – | – |
|
|
HI
152
Harbour Investments
Madison,
Wisconsin
| $7.47K | – | – | – |
|
153
BlackRock
New York
| $3.81K | +$25 | +1 | +0.7% |
|
|
CT
154
Caldwell Trust
Venice,
Florida
| $1.02K | – | – | – |
|
|
PS
155
Principal Securities
Des Moines,
Iowa
| $508 | -$3.22K | -128 | -86% |
|
|
CA
156
Crumly & Associates
Springfield,
Illinois
| – | -$664K | -26,246 | Closed |
|
157
Citadel Advisors
Miami,
Florida
| – | -$562K | -22,219 | Closed |
|
|
GSIAS
158
Garden State Investment Advisory Services
Red Bank,
New Jersey
| – | -$270K | -10,683 | Closed |
|
|
SFB
159
STAR Financial Bank
Fort Wayne,
Indiana
| – | -$251K | -9,937 | Closed |
|
|
AA
160
ArborFi Advisors
Ann Arbor,
Michigan
| – | -$216K | -8,536 | Closed |
|
|
YP
161
YANKCOM Partnership
Yankton,
South Dakota
| – | -$19.6K | -775 | Closed |
|
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.