IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

59 hedge funds and large institutions have $77M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
30
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$561K +$561K +21,848 New
LIM
27
Leavell Investment Management
Alabama
$516K +$516K +20,105 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$457K +$112K +4,354 +32%
VBFG
29
Vishria Bird Financial Group
Tennessee
$407K +$407K +15,879 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$404K +$404K +15,743 New
UCFA
31
United Capital Financial Advisors
Texas
$366K +$162K +6,320 +79%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$362K +$362K +14,115 New
PSIWM
33
Paradigm Strategies in Wealth Management
Minnesota
$359K +$109K +4,232 +43%
WI
34
WrapManager Inc
California
$355K -$16.3K -636 -4%
SWMG
35
Signature Wealth Management Group
Georgia
$353K +$16.8K +655 +5%
CBT
36
Crews Bank & Trust
Florida
$330K +$110K +4,300 +50%
Stifel Financial
37
Stifel Financial
Missouri
$320K +$320K +12,467 New
LPL Financial
38
LPL Financial
California
$303K
Raymond James Financial
39
Raymond James Financial
Florida
$272K -$1.19M -46,373 -81%
ACS
40
Archford Capital Strategies
Illinois
$271K +$64.2K +2,500 +31%
DSA
41
Droms Strauss Advisors
Missouri
$262K +$262K +10,199 New
FTUS
42
Flow Traders U.S.
New York
$260K -$70.2K -2,739 -21%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$257K +$257K +10,000 New
SWM
44
Segment Wealth Management
Texas
$244K
OFS
45
OneAscent Financial Services
Alabama
$242K +$282 +11 +0.1%
PAG
46
Private Advisor Group
New Jersey
$238K +$238K +9,270 New
RPC
47
Rossmore Private Capital
Connecticut
$216K +$216K +8,436 New
SWA
48
Stratos Wealth Advisors
Ohio
$215K -$25.6K -997 -11%
CPIA
49
Cornell Pochily Investment Advisors
New York
$205K +$205K +8,000 New
PWA
50
Physician Wealth Advisors
Utah
$167K +$167K +6,500 New