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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

103 hedge funds and large institutions have $224M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

333% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 12

18% more funds holding

Funds holding: 87103 (+16)

15% more capital invested

Capital invested by funds: $195M → $224M (+$28.8M)

3.98% less ownership

Funds ownership: 86.4%82.42% (-4%)

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
52
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$733K +$199K +7,606 +37%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$729K +$267K +10,203 +57%
TPWA
53
TRUE Private Wealth Advisors
Oregon
$721K
CIAS
54
CFS Investment Advisory Services
New Jersey
$661K -$46K -1,756 -6%
LIM
55
Leavell Investment Management
Alabama
$639K +$34.9K +1,335 +6%
CWP
56
Cyndeo Wealth Partners
Florida
$637K +$645K +24,659 New
Stifel Financial
57
Stifel Financial
Missouri
$563K +$70.3K +2,685 +14%
CFMC
58
Curbstone Financial Management Corp
New Hampshire
$548K +$151K +5,750 +37%
GHA
59
Granite Harbor Advisors
Texas
$545K
SMC
60
Smith, Moore & Co
Missouri
$509K +$63.2K +2,415 +14%
SWM
61
Silverlake Wealth Management
Vermont
$500K +$507K +19,350 New
BPA
62
Beacon Pointe Advisors
California
$484K +$490K +18,736 New
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$461K
MW
64
Members Wealth
Pennsylvania
$425K +$428K +16,354 New
PA
65
Parallel Advisors
California
$422K +$16.6K +634 +4%
RPC
66
Rossmore Private Capital
Connecticut
$396K
HBT
67
Hills Bank & Trust
Iowa
$377K +$205K +7,834 +116%
OIA
68
OneDigital Investment Advisors
Kansas
$370K +$16.3K +621 +5%
SWMG
69
Signature Wealth Management Group
Georgia
$366K +$12K +460 +3%
PSIWM
70
Paradigm Strategies in Wealth Management
Minnesota
$362K
PFM
71
Phillips Financial Management
Indiana
$351K +$355K +13,574 New
Financial Engines Advisors
72
Financial Engines Advisors
California
$349K -$37K -1,413 -9%
DSA
73
Droms Strauss Advisors
Missouri
$348K +$77K +2,942 +28%
WIC
74
Woodmont Investment Counsel
Tennessee
$343K
IA
75
IFP Advisors
Florida
$335K +$262 +10 +0.1%