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
VAG
76
VisionPoint Advisory Group
Texas
$328K
Creative Planning
77
Creative Planning
Kansas
$316K
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K
FCH
79
Freestone Capital Holdings
Washington
$295K
CBT
80
Crews Bank & Trust
Florida
$292K
IWC
81
Integrated Wealth Concepts
Massachusetts
$289K
ACS
82
Archford Capital Strategies
Illinois
$273K
FFG
83
Foundry Financial Group
New Hampshire
$260K
OFS
84
OneAscent Financial Services
Alabama
$254K
JP Morgan Chase
85
JP Morgan Chase
New York
$250K
SWM
86
Segment Wealth Management
Texas
$245K
PAG
87
Private Advisor Group
New Jersey
$239K
CPIA
88
Cornell Pochily Investment Advisors
New York
$235K
WCM
89
WealthBridge Capital Management
Ohio
$207K
1L
90
10Elms LLP
Oklahoma
$176K
PWA
91
Physician Wealth Advisors
Utah
$168K
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$159K
HI
93
Harbour Investments
Wisconsin
$87.1K
AA
94
Addison Advisors
Vermont
$82.1K
TRCT
95
Tower Research Capital (TRC)
New York
$70K
Osaic Holdings
96
Osaic Holdings
Arizona
$57.8K
MB
97
MidFirst Bank
Oklahoma
$51.7K
BC
98
Barrett & Company
Rhode Island
$46.1K
ATC
99
Adirondack Trust Company
New York
$34.5K
SVWA
100
Sarver Vrooman Wealth Advisors
Missouri
$32.5K