iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
142 hedge funds and large institutions have $365M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
82% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 33
38% more capital inflows, than outflows
Capital inflows: $32.5M | Capital outflows: $23.6M
8% more funds holding
Funds holding: 132 → 142 (+10)
4.01% less ownership
Funds ownership: 90.21% → 86.2% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.34M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$3.01M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.16M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.59M |
| 5 |
Jane Street
New York
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$6.74M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.62M |
| 3 |
Morgan Stanley
New York
|
-$4.41M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.83M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$805K |
IBMQ Hedge Fund Activity: Q1 2025 in Review
142 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q1 2025, worth a combined $365M — up 2.7% from $355M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBMQ positions and 5 closed out — a net gain of 12 holders — while 60 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $4.34M. The largest seller was Corient Private Wealth, cutting an estimated $6.74M.
- 142 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q1 2025, up from 132 in Q4 2024.
- Funds reported $365M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q1 2025, up 2.7% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q1 2025 and 5 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q1 2025 was Bank of America, an estimated $4.34M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q1 2025 was Corient Private Wealth, an estimated $6.74M sold.
Based on aggregated 13F filings for Q1 2025.