iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
114 hedge funds and large institutions have $240M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 19 reducing their positions, and 6 closing their positions.
216% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 19
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $217M → $240M (+$23.2M)
7% more funds holding
Funds holding: 107 → 114 (+7)
3.34% less ownership
Funds ownership: 84.65% → 81.31% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFG
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$9.33M |
| 2 |
SCM
Spreng Capital Management
Bucyrus,
Ohio
|
+$6.63M |
| 3 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$3.86M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.8M |
| 2 |
Jane Street
New York
|
-$1.81M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$1.2M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$592K |
| 5 |
PWM
Partners Wealth Management
Carmel By The Sea,
California
|
-$539K |
IBMR Hedge Fund Activity: Q3 2025 in Review
114 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q3 2025, worth a combined $240M — up 11% from $217M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBMR positions and 6 closed out — a net gain of 9 holders — while 60 added to existing stakes and 19 trimmed.
The largest buyer was Vishria Bird Financial Group, adding an estimated $9.33M. The largest seller was Envestnet Asset Management, cutting an estimated $16.8M.
- 114 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q3 2025, up from 107 in Q2 2025.
- Funds reported $240M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q3 2025, up 11% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q3 2025 and 6 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q3 2025 was Vishria Bird Financial Group, an estimated $9.33M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q3 2025.