We are live on ! Find out more
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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$509K +$468K +17,987 +1,152%
EC
52
Elequin Capital
New York
$500K -$757K -29,087 -60%
Stifel Financial
53
Stifel Financial
Missouri
$498K +$99K +3,807 +25%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$469K +$5.18K +199 +1%
REMPR
55
Roof Eidam Maycock Peralta (REMP)
California
$465K – – –
SMC
56
Smith, Moore & Co
Missouri
$451K +$450K +17,310 New
PA
57
Parallel Advisors
California
$409K +$73.9K +2,840 +22%
CFMC
58
Curbstone Financial Management Corp
New Hampshire
$403K +$402K +15,450 New
RPC
59
Rossmore Private Capital
Connecticut
$400K +$179K +6,900 +82%
Financial Engines Advisors
60
Financial Engines Advisors
California
$389K +$110K +4,224 +39%
PSIWM
61
Paradigm Strategies in Wealth Management
Minnesota
$365K – – –
SWMG
62
Signature Wealth Management Group
Georgia
$357K – – –
OIA
63
OneDigital Investment Advisors
Kansas
$357K +$356K +13,700 New
WIC
64
Woodmont Investment Counsel
Tennessee
$346K +$54.9K +2,112 +19%
IA
65
IFP Advisors
Florida
$338K +$252K +9,693 +296%
FCH
66
Freestone Capital Holdings
Washington
$298K – – –
CBT
67
Crews Bank & Trust
Florida
$294K -$40.6K -1,560 -12%
FFG
68
Foundry Financial Group
New Hampshire
$284K +$283K +10,880 New
DSA
69
Droms Strauss Advisors
Missouri
$275K +$8.4K +323 +3%
ACS
70
Archford Capital Strategies
Illinois
$263K -$13.7K -528 -5%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$251K -$64.3K -2,471 -20%
SWM
72
Segment Wealth Management
Texas
$247K – – –
PAG
73
Private Advisor Group
New Jersey
$242K – – –
CPIA
74
Cornell Pochily Investment Advisors
New York
$228K – – –
1L
75
10Elms LLP
Oklahoma
$178K +$29.9K +1,150 +20%
1 2
3
4

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.