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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.7M |
| 3 |
Jane Street
New York
|
+$1.66M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.58M |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.17M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$315K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$207K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$69.4K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$25.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1L
51
10Elms LLP
Tulsa,
Oklahoma
| $142K | +$35.5K | +1,400 | +34% |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $89.8K | +$30.3K | +1,195 | +52% |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $84.1K | – | – | – |
|
|
BC
54
Barrett & Company
Providence,
Rhode Island
| $45.8K | +$45.2K | +1,784 | New |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| $35K | +$1.98K | +78 | +6% |
|
|
AA
56
Addison Advisors
Middlebury,
Vermont
| $27.6K | +$11.9K | +470 | +78% |
|
57
Osaic Holdings
Scottsdale,
Arizona
| $25.7K | – | – | – |
|
58
BlackRock
New York
| $1.64K | +$25 | +1 | +2% |
|
|
PS
59
Principal Securities
Des Moines,
Iowa
| $488 | – | – | – |
|
|
CA
60
Clearstead Advisors
Cleveland,
Ohio
| – | -$315K | -12,407 | Closed |
|
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.