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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
HBT
76
Hills Bank & Trust
Iowa
$176K +$176K +6,768 New
PWA
77
Physician Wealth Advisors
Utah
$169K – – –
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$161K +$160K +6,159 New
AA
79
Addison Advisors
Vermont
$82.9K – – –
TRCT
80
Tower Research Capital (TRC)
New York
$70.6K +$70.5K +2,710 New
Osaic Holdings
81
Osaic Holdings
Arizona
$53.3K -$80.3K -3,087 -60%
GRP
82
Global Retirement Partners
California
$50.6K – – –
BC
83
Barrett & Company
Rhode Island
$46.5K – – –
SVWA
84
Sarver Vrooman Wealth Advisors
Missouri
$31.5K – – –
HI
85
Harbour Investments
Wisconsin
$26.1K +$208 +8 +0.8%
BlackRock
86
BlackRock
New York
$1.67K – – –
SIS
87
Sound Income Strategies
Florida
$761 +$754 +29 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
– -$814K -31,202 Closed
BCI
89
Brinker Capital Investments
Pennsylvania
– -$793K -30,420 Closed
Mariner
90
Mariner
Kansas
– -$554K -21,230 Closed
FTUS
91
Flow Traders U.S.
New York
– -$291K -11,173 Closed
FFP
92
FourThought Financial Partners
Florida
– -$200K -7,678 Closed
PS
93
Principal Securities
Iowa
– -$496 -19 Closed
1 2 3
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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.