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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

87 hedge funds and large institutions have $195M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 8

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

82% more capital invested

Capital invested by funds: $107M → $195M (+$88M)

26% more funds holding

Funds holding: 69 → 87 (+18)

2.59% less ownership

Funds ownership: 88.98% → 86.4% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
41
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.2M
2
KCM
Kathmere Capital Management
Pennsylvania
+$13M
3
CA
Clearstead Advisors
Ohio
+$11.5M
4
Jane Street
Jane Street
New York
+$4.8M
5
Wells Fargo
Wells Fargo
California
+$4.32M

Top Sellers

1
NA
Nestegg Advisors
New York
-$981K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$814K
3
BCI
Brinker Capital Investments
Pennsylvania
-$793K
4
EC
Elequin Capital
New York
-$757K
5
Mariner
Mariner
Kansas
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$1.42M +$434K +16,675 +44%
AWA
27
Argo Wealth Advisory
Virginia
$1.3M +$1.3M +50,063 New
Raymond James Financial
28
Raymond James Financial
Florida
$1.28M +$456K +17,516 +55%
Goldman Sachs
29
Goldman Sachs
New York
$1.14M +$1.14M +43,737 New
HSG
30
Helen Stephens Group
Texas
$1.11M +$205K +7,884 +23%
GWMR
31
GC Wealth Management RIA
Massachusetts
$1.08M +$188K +7,241 +21%
LPL Financial
32
LPL Financial
California
$1.05M +$737K +28,347 +240%
UBS Group
33
UBS Group
Switzerland
$1.04M +$741K +28,469 +252%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$999K +$171K +6,580 +21%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$956K +$183K +7,038 +24%
CIA
36
Capital Investment Advisors
Georgia
$943K +$118K +4,542 +14%
SA
37
Sanctuary Advisors
Indiana
$940K +$938K +36,053 New
NDSI
38
Newman Dignan & Sheerar Inc
Rhode Island
$934K +$125K +4,822 +16%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$840K +$80.2K +3,084 +11%
BCM
40
Brookstone Capital Management
Illinois
$822K +$821K +31,560 New
GWCM
41
Godshalk Welsh Capital Management
Pennsylvania
$732K +$497K +19,100 +212%
TPWA
42
TRUE Private Wealth Advisors
Oregon
$727K +$726K +27,901 New
VA
43
Valmark Advisers
Ohio
$713K +$28.2K +1,085 +4%
CIAS
44
CFS Investment Advisory Services
New Jersey
$709K +$707K +27,194 New
BSAM
45
Blue Square Asset Management
New York
$689K +$90.7K +3,487 +15%
LIM
46
Leavell Investment Management
Alabama
$610K -$149K -5,725 -20%
ST
47
Spinnaker Trust
Maine
$604K +$603K +23,183 New
GHA
48
Granite Harbor Advisors
Texas
$549K +$548K +21,085 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$542K +$541K +20,783 New
PPWM
50
PFG Private Wealth Management
Florida
$524K +$523K +20,120 New
1
2
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IBMS Hedge Fund Activity: Q4 2025 in Review

87 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q4 2025, worth a combined $195M — up 82% from $107M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBMS positions and 6 closed out — a net gain of 19 holders — while 41 added to existing stakes and 8 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $28.2M. The largest seller was Nestegg Advisors, cutting an estimated $981K.

  • 87 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $195M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q4 2025, up 82% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q4 2025 and 6 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $28.2M added.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q4 2025 was Nestegg Advisors, an estimated $981K sold.

Based on aggregated 13F filings for Q4 2025.