iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
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.
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: 87 → 103 (+16)
15% more capital invested
Capital invested by funds: $195M → $224M (+$28.8M)
3.98% less ownership
Funds ownership: 86.4% → 82.42% (-4%)
Top Buyers
| 1 |
CTI
Community Trust & Investment
Versailles,
Kentucky
|
+$4.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.37M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$3.26M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.68M |
Top Sellers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.14M |
| 2 |
Jane Street
New York
|
-$3.11M |
| 3 |
Goldman Sachs
New York
|
-$1.14M |
| 4 |
NA
Nestegg Advisors
Hauppauge,
New York
|
-$509K |
| 5 |
EC
Elequin Capital
New York
|
-$500K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SVWA
101
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $32.5K | +$1.28K | +49 | +4% |
|
102
BlackRock
New York
| $3.9K | +$2.28K | +87 | +136% |
|
|
RFP
103
Root Financial Partners
Encinitas,
California
| $3.36K | +$3.4K | +130 | New |
|
|
104
Goldman Sachs
New York
| – | -$1.14M | -43,737 | Closed |
|
|
EC
105
Elequin Capital
New York
| – | -$500K | -19,174 | Closed |
|
|
MPWT
106
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$251K | -9,626 | Closed |
|
|
SIS
107
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$761 | -29 | Closed |
|
IBMS Hedge Fund Activity: Q1 2026 in Review
103 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q1 2026, worth a combined $224M — up 15% from $195M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBMS positions and 4 closed out — a net gain of 17 holders — while 52 added to existing stakes and 12 trimmed.
The largest buyer was Community Trust & Investment, opening a new position worth an estimated $4.8M. The largest seller was Mercer Global Advisors, cutting an estimated $3.14M.
- 103 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q1 2026, up from 87 in Q4 2025.
- Funds reported $224M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
- 21 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q1 2026 and 4 closed out, a net change of +17 holders.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q1 2026 was Community Trust & Investment, an estimated $4.8M added.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q1 2026 was Mercer Global Advisors, an estimated $3.14M sold.
Based on aggregated 13F filings for Q1 2026.