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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

69 hedge funds and large institutions have $107M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 5

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

39% more capital invested

Capital invested by funds: $77M → $107M (+$29.7M)

17% more funds holding

Funds holding: 59 → 69 (+10)

1.98% more ownership

Funds ownership: 87% → 88.98% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
35
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$11.2M
2
VBFG
Vishria Bird Financial Group
Tennessee
+$9.93M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.55M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.99M
5
SF
Summit Financial
New Jersey
+$3.33M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.5M
2
Jane Street
Jane Street
New York
-$2.9M
3
PPWM
PFG Private Wealth Management
Florida
-$591K
4
JP Morgan Chase
JP Morgan Chase
New York
-$573K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
26
Newman Dignan & Sheerar Inc
Rhode Island
$809K – – –
BCI
27
Brinker Capital Investments
Pennsylvania
$793K +$787K +30,420 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$773K -$44.1K -1,702 -5%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$760K +$189K +7,285 +33%
LIM
30
Leavell Investment Management
Alabama
$759K +$233K +9,010 +45%
VA
31
Valmark Advisers
Ohio
$685K +$61.4K +2,373 +10%
UCFA
32
United Capital Financial Advisors
Texas
$673K +$299K +11,538 +81%
BSAM
33
Blue Square Asset Management
New York
$599K +$594K +22,954 New
Mariner
34
Mariner
Kansas
$554K +$549K +21,230 New
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$466K +$203K +7,850 +79%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$464K +$336 +13 +0.1%
Stifel Financial
37
Stifel Financial
Missouri
$399K +$73.4K +2,837 +23%
PSIWM
38
Paradigm Strategies in Wealth Management
Minnesota
$365K – – –
SWMG
39
Signature Wealth Management Group
Georgia
$357K -$1.86K -72 -0.5%
PA
40
Parallel Advisors
California
$336K +$243K +9,370 +268%
CBT
41
Crews Bank & Trust
Florida
$335K – – –
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$315K -$52.2K -2,018 -14%
LPL Financial
43
LPL Financial
California
$308K – – –
FCH
44
Freestone Capital Holdings
Washington
$298K +$296K +11,431 New
UBS Group
45
UBS Group
Switzerland
$294K +$292K +11,279 New
FTUS
46
Flow Traders U.S.
New York
$291K +$26.7K +1,031 +10%
WIC
47
Woodmont Investment Counsel
Tennessee
$291K +$289K +11,155 New
Financial Engines Advisors
48
Financial Engines Advisors
California
$279K +$277K +10,712 New
ACS
49
Archford Capital Strategies
Illinois
$277K +$1.6K +62 +0.6%
DSA
50
Droms Strauss Advisors
Missouri
$266K +$336 +13 +0.1%
1
2
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IBMS Hedge Fund Activity: Q3 2025 in Review

69 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q3 2025, worth a combined $107M — up 39% from $77M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMS positions and 7 closed out — a net gain of 10 holders — while 35 added to existing stakes and 5 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $11.2M. The largest seller was Envestnet Asset Management, cutting an estimated $14.5M.

  • 69 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $107M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q3 2025, up 39% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q3 2025 and 7 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q3 2025 was Clearstead Advisors, an estimated $11.2M added.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2025.