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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
Citadel Advisors
76
Citadel Advisors
Florida
$333K +$338K +12,898 New
VAG
77
VisionPoint Advisory Group
Texas
$328K +$332K +12,684 New
Creative Planning
78
Creative Planning
Kansas
$316K +$320K +12,229 New
PJSIMP
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K +$313K +11,974 New
FCH
80
Freestone Capital Holdings
Washington
$295K
CBT
81
Crews Bank & Trust
Florida
$292K
IWC
82
Integrated Wealth Concepts
Massachusetts
$289K +$292K +11,174 New
ACS
83
Archford Capital Strategies
Illinois
$273K +$12.9K +493 +5%
FFG
84
Foundry Financial Group
New Hampshire
$260K -$21.1K -806 -7%
OFS
85
OneAscent Financial Services
Alabama
$254K +$258K +9,838 New
JP Morgan Chase
86
JP Morgan Chase
New York
$250K +$254K +9,689 New
SWM
87
Segment Wealth Management
Texas
$245K
PAG
88
Private Advisor Group
New Jersey
$239K
CPIA
89
Cornell Pochily Investment Advisors
New York
$235K +$9.03K +345 +4%
WCM
90
WealthBridge Capital Management
Ohio
$207K +$210K +8,014 New
1L
91
10Elms LLP
Oklahoma
$176K
PWA
92
Physician Wealth Advisors
Utah
$168K
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$159K
HI
94
Harbour Investments
Wisconsin
$87.1K +$62K +2,370 +236%
AA
95
Addison Advisors
Vermont
$82.1K
TRCT
96
Tower Research Capital (TRC)
New York
$70K
Osaic Holdings
97
Osaic Holdings
Arizona
$57.8K +$5K +191 +9%
MB
98
MidFirst Bank
Oklahoma
$51.7K +$52.4K +2,000 New
BC
99
Barrett & Company
Rhode Island
$46.1K
ATC
100
Adirondack Trust Company
New York
$34.5K +$34.9K +1,335 New