IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

102 hedge funds and large institutions have $220M 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, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.8M
2 +$4.37M
3 +$3.26M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.19M
5
Bank of America
Bank of America
North Carolina
+$1.68M

Top Sellers

1 -$3.32M
2 -$3.14M
3 -$3.11M
4
Goldman Sachs
Goldman Sachs
New York
-$1.14M
5
NA
Nestegg Advisors
New York
-$509K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$729K
TPWA
52
TRUE Private Wealth Advisors
Oregon
$721K
CIAS
53
CFS Investment Advisory Services
New Jersey
$661K
LIM
54
Leavell Investment Management
Alabama
$639K
CWP
55
Cyndeo Wealth Partners
Florida
$637K
Stifel Financial
56
Stifel Financial
Missouri
$563K
CFMC
57
Curbstone Financial Management Corp
New Hampshire
$548K
GHA
58
Granite Harbor Advisors
Texas
$545K
SMC
59
Smith, Moore & Co
Missouri
$509K
SWM
60
Silverlake Wealth Management
Vermont
$500K
BPA
61
Beacon Pointe Advisors
California
$484K
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$461K
MW
63
Members Wealth
Pennsylvania
$425K
PA
64
Parallel Advisors
California
$422K
RPC
65
Rossmore Private Capital
Connecticut
$396K
HBT
66
Hills Bank & Trust
Iowa
$377K
OIA
67
OneDigital Investment Advisors
Kansas
$370K
SWMG
68
Signature Wealth Management Group
Georgia
$366K
PSIWM
69
Paradigm Strategies in Wealth Management
Minnesota
$362K
PFM
70
Phillips Financial Management
Indiana
$351K
Financial Engines Advisors
71
Financial Engines Advisors
California
$349K
DSA
72
Droms Strauss Advisors
Missouri
$348K
WIC
73
Woodmont Investment Counsel
Tennessee
$343K
IA
74
IFP Advisors
Florida
$335K
Citadel Advisors
75
Citadel Advisors
Florida
$333K