iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
43 hedge funds and large institutions have $32.9M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
69% more capital invested
Capital invested by funds: $19.4M → $32.9M (+$13.5M)
48% more funds holding
Funds holding: 29 → 43 (+14)
11.04% less ownership
Funds ownership: 85.05% → 74.01% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$1.89M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.81M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.45M |
| 4 |
Jane Street
New York
|
+$1.21M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$977K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.65M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$226K |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
-$11.7K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
-$4.13K |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$713 |
IBMS Hedge Fund Activity: Q1 2025 in Review
43 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q1 2025, worth a combined $32.9M — up 69% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBMS positions and 1 closed out — a net gain of 14 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $1.89M. The largest seller was Envestnet Asset Management, cutting an estimated $1.65M.
- 43 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q1 2025, up from 29 in Q4 2024.
- Funds reported $32.9M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q1 2025, up 69% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q1 2025 and 1 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q1 2025 was Quantum Financial Advisors, an estimated $1.89M added.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2025.