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IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
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.
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: 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%)
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
–
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 |
|