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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$561K
LIM
27
Leavell Investment Management
Alabama
$516K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$457K
VBFG
29
Vishria Bird Financial Group
Tennessee
$407K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$404K
UCFA
31
United Capital Financial Advisors
Texas
$366K
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$362K
PSIWM
33
Paradigm Strategies in Wealth Management
Minnesota
$359K
WI
34
WrapManager Inc
California
$355K
SWMG
35
Signature Wealth Management Group
Georgia
$353K
CBT
36
Crews Bank & Trust
Florida
$330K
Stifel Financial
37
Stifel Financial
Missouri
$320K
LPL Financial
38
LPL Financial
California
$303K
Raymond James Financial
39
Raymond James Financial
Florida
$272K
ACS
40
Archford Capital Strategies
Illinois
$271K
DSA
41
Droms Strauss Advisors
Missouri
$262K
FTUS
42
Flow Traders U.S.
New York
$260K
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$257K
SWM
44
Segment Wealth Management
Texas
$244K
OFS
45
OneAscent Financial Services
Alabama
$242K
PAG
46
Private Advisor Group
New Jersey
$238K
RPC
47
Rossmore Private Capital
Connecticut
$216K
SWA
48
Stratos Wealth Advisors
Ohio
$215K
CPIA
49
Cornell Pochily Investment Advisors
New York
$205K
PWA
50
Physician Wealth Advisors
Utah
$167K