iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
107 hedge funds and large institutions have $217M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
194% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 17
13% more capital invested
Capital invested by funds: $192M → $217M (+$25M)
11% more funds holding
Funds holding: 96 → 107 (+11)
2.55% less ownership
Funds ownership: 87.2% → 84.65% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.12M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.8M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.36M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$2.91M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.49M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$673K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$579K |
| 5 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$343K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
101
Harbour Investments
Madison,
Wisconsin
| $40.3K | +$39.9K | +1,597 | New |
|
|
PGAM
102
Princeton Global Asset Management
Princeton,
New Jersey
| $27.8K | – | – | – |
|
|
AA
103
Addison Advisors
Middlebury,
Vermont
| $25.4K | +$20.6K | +825 | +458% |
|
|
AF
104
Allworth Financial
Folsom,
California
| $20.9K | – | – | – |
|
|
SC
105
Stephens Consulting
Flint,
Michigan
| $7.97K | – | – | – |
|
106
BlackRock
New York
| $3.81K | +$75 | +3 | +2% |
|
|
PS
107
Principal Securities
Des Moines,
Iowa
| $505 | – | – | – |
|
|
CA
108
Crumly & Associates
Springfield,
Illinois
| – | -$673K | -26,870 | Closed |
|
|
SWP
109
Summit Wealth Partners
Orlando,
Florida
| – | -$343K | -14,828 | Closed |
|
|
SFB
110
STAR Financial Bank
Fort Wayne,
Indiana
| – | -$299K | -11,960 | Closed |
|
|
EC
111
Elequin Capital
New York
| – | -$50.2K | -2,004 | Closed |
|
112
Fidelity Investments
Boston,
Massachusetts
| – | -$35.5K | -1,418 | Closed |
|
IBMR Hedge Fund Activity: Q2 2025 in Review
107 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q2 2025, worth a combined $217M — up 13% from $192M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBMR positions and 5 closed out — a net gain of 15 holders — while 50 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $3.12M. The largest seller was Kathmere Capital Management, cutting an estimated $2.91M.
- 107 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q2 2025, up from 96 in Q1 2025.
- Funds reported $217M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q2 2025 and 5 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q2 2025 was Bank of America, an estimated $3.12M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q2 2025 was Kathmere Capital Management, an estimated $2.91M sold.
Based on aggregated 13F filings for Q2 2025.