IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

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
Holders
69
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
NDSI
26
Newman Dignan & Sheerar Inc
Rhode Island
$809K
BCI
27
Brinker Capital Investments
Pennsylvania
$793K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$773K
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$760K
LIM
30
Leavell Investment Management
Alabama
$759K
VA
31
Valmark Advisers
Ohio
$685K
UCFA
32
United Capital Financial Advisors
Texas
$673K
BSAM
33
Blue Square Asset Management
New York
$599K
Mariner
34
Mariner
Kansas
$554K
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$466K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$464K
Stifel Financial
37
Stifel Financial
Missouri
$399K
PSIWM
38
Paradigm Strategies in Wealth Management
Minnesota
$365K
SWMG
39
Signature Wealth Management Group
Georgia
$357K
PA
40
Parallel Advisors
California
$336K
CBT
41
Crews Bank & Trust
Florida
$335K
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$315K
LPL Financial
43
LPL Financial
California
$308K
FCH
44
Freestone Capital Holdings
Washington
$298K
UBS Group
45
UBS Group
Switzerland
$294K
FTUS
46
Flow Traders U.S.
New York
$291K
WIC
47
Woodmont Investment Counsel
Tennessee
$291K
Financial Engines Advisors
48
Financial Engines Advisors
California
$279K
ACS
49
Archford Capital Strategies
Illinois
$277K
DSA
50
Droms Strauss Advisors
Missouri
$266K