IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

69 hedge funds and large institutions have $107M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$20.6M
CA
2
Clearstead Advisors
Ohio
$11.3M
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.4M
HighTower Advisors
4
HighTower Advisors
Illinois
$6.16M
US Bancorp
5
US Bancorp
Minnesota
$5.68M
SF
6
Summit Financial
New Jersey
$3.36M
PWM
7
Praetorian Wealth Management
California
$3.21M
CCM
8
Coldstream Capital Management
Washington
$3.2M
NA
9
Nestegg Advisors
New York
$3.05M
MIM
10
Moseley Investment Management
Florida
$2.99M
LIA
11
LBMC Investment Advisors
Tennessee
$2.88M
QFA
12
Quantum Financial Advisors
California
$2.82M
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.61M
CTC
14
Central Trust Company
Missouri
$2.57M
Bank of America
15
Bank of America
North Carolina
$2.12M
AUB
16
Atlantic Union Bankshares
Virginia
$1.33M
EC
17
Elequin Capital
New York
$1.26M
KAS
18
Kestra Advisory Services
Texas
$1.12M
AssetMark Inc
19
AssetMark Inc
California
$982K
HSG
20
Helen Stephens Group
Texas
$901K
GWMR
21
GC Wealth Management RIA
Massachusetts
$891K
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$828K
CIA
23
Capital Investment Advisors
Georgia
$826K
Raymond James Financial
24
Raymond James Financial
Florida
$823K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$814K