IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

Overview Fund Activity

58 hedge funds and large institutions have $76.6M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
58
Holders Change
+15
Holders Change %
+34.88%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
30
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$16.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.2M
3
Jane Street
3
Jane Street
New York
$2.9M
4
US Bancorp
4
US Bancorp
Minnesota
$4.57M
5
AUB
5
Atlantic Union Bankshares
Virginia
$1.3M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$272K
2
CA
2
Clearstead Advisors
Ohio
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.55M
4
FTUS
4
Flow Traders U.S.
New York
$260K
5
SWA
5
Stratos Wealth Advisors
Ohio
$215K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$16.3M 634,029 +634,029 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.2M 592,501 +580,345 +4,774%
US Bancorp
3
US Bancorp
Minnesota
$4.57M 178,281 +62,458 +54%
NA
4
Nestegg Advisors
New York
$3.11M 121,228 +21,757 +22%
PWM
5
Praetorian Wealth Management
California
$2.91M 113,309 +15,737 +16%
Jane Street
6
Jane Street
New York
$2.9M 113,099 +65,685 +139%
CCM
7
Coldstream Capital Management
Washington
$2.64M 103,020 +199 +0.2%
CTC
8
Central Trust Company
Missouri
$2.4M 93,691 +12,830 +16%
MIM
9
Moseley Investment Management
Florida
$2.19M 85,536 +13,700 +19%
QFA
10
Quantum Financial Advisors
California
$1.9M 74,232 +200 +0.3%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.55M 60,410 -8,189 -12%
LIA
12
LBMC Investment Advisors
Tennessee
$1.54M 60,174 +41,494 +222%
Bank of America
13
Bank of America
North Carolina
$1.31M 50,960 +14,797 +41%
AUB
14
Atlantic Union Bankshares
Virginia
$1.3M 50,469 +50,469 New
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M 48,968 +4,750 +11%
EC
16
Elequin Capital
New York
$1.02M 39,691 +39,691 New
KAS
17
Kestra Advisory Services
Texas
$824K 32,104 +17,523 +120%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$805K 31,359 +9,996 +47%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$796K 31,016 +31,016 New
CIA
20
Capital Investment Advisors
Georgia
$790K 30,771 +5,649 +22%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$776K 30,244 +3,033 +11%
GWMR
22
GC Wealth Management RIA
Massachusetts
$767K 29,899 -496 -2%
VA
23
Valmark Advisers
Ohio
$613K 23,900 +2,318 +11%
PPWM
24
PFG Private Wealth Management
Florida
$591K 23,014 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$573K 22,319 +22,319 New
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