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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

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, 29 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

134% more capital invested

Capital invested by funds: $32.9M → $77M (+$44.1M)

37% more funds holding

Funds holding: 43 → 59 (+16)

12.99% more ownership

Funds ownership: 74.01% → 87% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
59
Holders Change
+16
Holders Change %
+37.21%
% 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
18
Increased
29
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$16.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.7M
3
Jane Street
Jane Street
New York
+$1.66M
4
US Bancorp
US Bancorp
Minnesota
+$1.58M
5
AUB
Atlantic Union Bankshares
Virginia
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$1.17M
2
CA
Clearstead Advisors
Ohio
-$315K
3
HighTower Advisors
HighTower Advisors
Illinois
-$207K
4
FTUS
Flow Traders U.S.
New York
-$69.4K
5
SWA
Stratos Wealth Advisors
Ohio
-$25.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$561K +$553K +21,848 New
LIM
27
Leavell Investment Management
Alabama
$516K +$509K +20,105 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$457K +$110K +4,354 +32%
VBFG
29
Vishria Bird Financial Group
Tennessee
$407K +$402K +15,879 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$404K +$399K +15,743 New
UCFA
31
United Capital Financial Advisors
Texas
$366K +$160K +6,320 +79%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$362K +$358K +14,115 New
PSIWM
33
Paradigm Strategies in Wealth Management
Minnesota
$359K +$107K +4,232 +43%
WI
34
WrapManager Inc
California
$355K -$16.1K -636 -4%
SWMG
35
Signature Wealth Management Group
Georgia
$353K +$16.6K +655 +5%
CBT
36
Crews Bank & Trust
Florida
$330K +$109K +4,300 +50%
Stifel Financial
37
Stifel Financial
Missouri
$320K +$316K +12,467 New
LPL Financial
38
LPL Financial
California
$303K – – –
Raymond James Financial
39
Raymond James Financial
Florida
$272K -$1.17M -46,373 -81%
ACS
40
Archford Capital Strategies
Illinois
$271K +$63.3K +2,500 +31%
DSA
41
Droms Strauss Advisors
Missouri
$262K +$258K +10,199 New
FTUS
42
Flow Traders U.S.
New York
$260K -$69.4K -2,739 -21%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$257K +$253K +10,000 New
SWM
44
Segment Wealth Management
Texas
$244K – – –
OFS
45
OneAscent Financial Services
Alabama
$242K +$279 +11 +0.1%
PAG
46
Private Advisor Group
New Jersey
$238K +$235K +9,270 New
RPC
47
Rossmore Private Capital
Connecticut
$216K +$214K +8,436 New
SWA
48
Stratos Wealth Advisors
Ohio
$215K -$25.3K -997 -11%
CPIA
49
Cornell Pochily Investment Advisors
New York
$205K +$203K +8,000 New
PWA
50
Physician Wealth Advisors
Utah
$167K +$165K +6,500 New
1
2
3

IBMS Hedge Fund Activity: Q2 2025 in Review

59 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q2 2025, worth a combined $77M — up 134% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMS positions and 1 closed out — a net gain of 17 holders — while 29 added to existing stakes and 6 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $16.1M. The largest seller was Raymond James Financial, cutting an estimated $1.17M.

  • 59 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q2 2025, up from 43 in Q1 2025.
  • Funds reported $77M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q2 2025, up 134% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q2 2025 and 1 closed out, a net change of +17 holders.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $16.1M added.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q2 2025 was Raymond James Financial, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2025.