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.
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)
Top Buyers
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$11.2M |
| 2 |
VBFG
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$9.93M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.55M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.99M |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$3.33M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.5M |
| 2 |
Jane Street
New York
|
-$2.9M |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$591K |
| 4 |
JP Morgan Chase
New York
|
-$573K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$404K |
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.