iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
144 hedge funds and large institutions have $382M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 28 reducing their positions, and 10 closing their positions.
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
132% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 28
11% more funds holding
Funds holding: 130 → 144 (+14)
9% more capital invested
Capital invested by funds: $352M → $382M (+$30.8M)
2.33% more ownership
Funds ownership: 81.52% → 83.85% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.29M |
| 2 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
+$4.21M |
| 3 |
LFS
Littlejohn Financial Services
Roseburg,
Oregon
|
+$3.62M |
| 4 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
+$3.04M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$2.89M |
| 2 |
MWM
Moulton Wealth Management
Spokane,
Washington
|
-$2.08M |
| 3 |
Jane Street
New York
|
-$1.92M |
| 4 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$888K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$816K |
IBMR Hedge Fund Activity: Q2 2026 in Review
144 of the 8,350 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q2 2026, worth a combined $382M — up 8.8% from $352M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBMR positions and 10 closed out — a net gain of 17 holders — while 65 added to existing stakes and 28 trimmed.
The largest buyer was Bank of America, adding an estimated $4.29M. The largest seller was Matthew Goff Investment Advisor, exiting entirely with an estimated $2.89M sold.
- 144 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q2 2026, up from 130 in Q1 2026.
- Funds reported $382M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q2 2026, up 8.8% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q2 2026 and 10 closed out, a net change of +17 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q2 2026 was Bank of America, an estimated $4.29M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q2 2026 was Matthew Goff Investment Advisor, an estimated $2.89M sold.
Based on aggregated 13F filings for Q2 2026.