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iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR

84 hedge funds and large institutions have $153M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

50% more funds holding

Funds holding: 56 → 84 (+28)

35% more capital invested

Capital invested by funds: $114M → $153M (+$39.4M)

11.8% more ownership

Funds ownership: 81.3% → 93.1% (+12%)

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
28
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$16.6M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.77M
3
UBS Group
UBS Group
Switzerland
+$3.73M
4
Wells Fargo
Wells Fargo
California
+$3.53M
5
NA
NewEdge Advisors
Louisiana
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
-$9.29M
2
QFA
Quantum Financial Advisors
California
-$1.7M
3
Jane Street
Jane Street
New York
-$842K
4
Bank of America
Bank of America
North Carolina
-$341K
5
Cerity Partners
Cerity Partners
New York
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
26
Envision Financial Planning
Tennessee
$1.34M +$1.35M +53,568 New
SSB
27
Sandy Spring Bank
Maryland
$1.21M +$278K +11,056 +30%
HCM
28
Howland Capital Management
Massachusetts
$1.06M +$75.5K +3,000 +8%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$1.05M +$1.06M +42,171 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$987K +$994K +39,500 New
JIR
31
James Investment Research
Ohio
$896K +$56.6K +2,250 +7%
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$827K – – –
CIA
33
Capital Investment Advisors
Georgia
$804K +$264K +10,491 +48%
SCA
34
Snowden Capital Advisors
New York
$774K – – –
GWMR
35
GC Wealth Management RIA
Massachusetts
$771K +$24.4K +968 +3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$765K +$646K +25,669 +519%
BSAM
37
Blue Square Asset Management
New York
$755K +$761K +30,244 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$718K -$46.1K -1,830 -6%
CIAS
39
CFS Investment Advisory Services
New Jersey
$692K +$697K +27,701 New
SWMG
40
Signature Wealth Management Group
Georgia
$687K +$385K +15,301 +125%
FA
41
FF Advisors
California
$674K +$53.8K +2,136 +9%
Stifel Financial
42
Stifel Financial
Missouri
$579K +$584K +23,192 New
KAS
43
Kestra Advisory Services
Texas
$544K +$284K +11,286 +108%
VA
44
Valmark Advisers
Ohio
$541K +$102K +4,035 +23%
PWM
45
Partners Wealth Management
California
$538K +$542K +21,536 New
KA
46
Klingman & Associates
New York
$532K -$89.7K -3,566 -14%
PA
47
Parallel Advisors
California
$491K +$7.8K +310 +2%
IA
48
IFP Advisors
Florida
$468K +$472K +18,750 New
ECM
49
Exchange Capital Management
Michigan
$448K -$27.3K -1,085 -6%
CBT
50
Crews Bank & Trust
Florida
$442K +$446K +17,710 New
1
2
3 4

IBMR Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q4 2024, worth a combined $153M — up 35% from $114M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBMR positions and 4 closed out — a net gain of 32 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $16.6M. The largest seller was Kathmere Capital Management, cutting an estimated $9.29M.

  • 84 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $153M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q4 2024, up 35% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q4 2024 and 4 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $16.6M added.
  • The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q4 2024 was Kathmere Capital Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.