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 %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$561K 21,848 +21,848 New
LIM
27
Leavell Investment Management
Alabama
$516K 20,105 +20,105 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$457K 17,797 +4,354 +32%
VBFG
29
Vishria Bird Financial Group
Tennessee
$407K 15,879 +15,879 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$404K 15,743 +15,743 New
UCFA
31
United Capital Financial Advisors
Texas
$366K 14,281 +6,320 +79%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$362K 14,115 +14,115 New
PSIWM
33
Paradigm Strategies in Wealth Management
Minnesota
$359K 13,998 +4,232 +43%
WI
34
WrapManager Inc
California
$355K 13,854 -636 -4%
SWMG
35
Signature Wealth Management Group
Georgia
$353K 13,772 +655 +5%
CBT
36
Crews Bank & Trust
Florida
$330K 12,860 +4,300 +50%
Stifel Financial
37
Stifel Financial
Missouri
$320K 12,467 +12,467 New
LPL Financial
38
LPL Financial
California
$303K 11,801 – –
Raymond James Financial
39
Raymond James Financial
Florida
$272K 10,599 -46,373 -81%
ACS
40
Archford Capital Strategies
Illinois
$271K 10,555 +2,500 +31%
DSA
41
Droms Strauss Advisors
Missouri
$262K 10,199 +10,199 New
FTUS
42
Flow Traders U.S.
New York
$260K 10,142 -2,739 -21%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$257K 10,000 +10,000 New
SWM
44
Segment Wealth Management
Texas
$244K 9,490 – –
OFS
45
OneAscent Financial Services
Alabama
$242K 9,427 +11 +0.1%
PAG
46
Private Advisor Group
New Jersey
$238K 9,270 +9,270 New
RPC
47
Rossmore Private Capital
Connecticut
$216K 8,436 +8,436 New
SWA
48
Stratos Wealth Advisors
Ohio
$215K 8,387 -997 -11%
CPIA
49
Cornell Pochily Investment Advisors
New York
$205K 8,000 +8,000 New
PWA
50
Physician Wealth Advisors
Utah
$167K 6,500 +6,500 New
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