iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
96 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 11 reducing their positions, and 5 closing their positions.
318% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 11
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
25% more capital invested
Capital invested by funds: $153M → $192M (+$38.7M)
14% more funds holding
Funds holding: 84 → 96 (+12)
5.9% less ownership
Funds ownership: 93.1% → 87.2% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$5.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.15M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.68M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.46M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
-$1.38M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$674K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$539K |
| 4 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$375K |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$239K |
IBMR Hedge Fund Activity: Q1 2025 in Review
96 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q1 2025, worth a combined $192M — up 25% from $153M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBMR positions and 5 closed out — a net gain of 13 holders — while 46 added to existing stakes and 11 trimmed.
The largest buyer was Kathmere Capital Management, adding an estimated $5.95M. The largest seller was Sax Wealth Advisors, exiting entirely with an estimated $1.38M sold.
- 96 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q1 2025, up from 84 in Q4 2024.
- Funds reported $192M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q1 2025, up 25% quarter-over-quarter.
- 18 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q1 2025 and 5 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q1 2025 was Kathmere Capital Management, an estimated $5.95M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q1 2025 was Sax Wealth Advisors, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2025.