IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

43 hedge funds and large institutions have $32.9M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+14
Holders Change %
+48.28%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
19
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$2.94M +$1.8M +70,804 +157%
CCM
2
Coldstream Capital Management
Washington
$2.61M +$236K +9,278 +10%
NA
3
Nestegg Advisors
New York
$2.53M +$633K +24,932 +33%
PWM
4
Praetorian Wealth Management
California
$2.48M +$611K +24,044 +33%
CTC
5
Central Trust Company
Missouri
$2.05M +$522K +20,533 +34%
QFA
6
Quantum Financial Advisors
California
$1.88M +$1.88M +74,032 New
MIM
7
Moseley Investment Management
Florida
$1.82M +$711K +28,000 +64%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.74M +$973K +38,297 +126%
Raymond James Financial
9
Raymond James Financial
Florida
$1.45M +$1.45M +56,972 New
SSB
10
Sandy Spring Bank
Maryland
$1.31M +$222K +8,731 +20%
Jane Street
11
Jane Street
New York
$1.2M +$1.2M +47,414 New
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M +$156K +6,155 +16%
Bank of America
13
Bank of America
North Carolina
$919K +$919K +36,163 New
GWMR
14
GC Wealth Management RIA
Massachusetts
$772K +$29.5K +1,161 +4%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$691K +$167K +6,566 +32%
CIA
16
Capital Investment Advisors
Georgia
$638K +$136K +5,357 +27%
PPWM
17
PFG Private Wealth Management
Florida
$585K +$585K +23,014 New
VA
18
Valmark Advisers
Ohio
$548K +$10.3K +405 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$543K +$248K +9,765 +84%
LIA
20
LBMC Investment Advisors
Tennessee
$474K +$474K +18,680 New
KAS
21
Kestra Advisory Services
Texas
$370K +$370K +14,581 New
WI
22
WrapManager Inc
California
$368K -$11.6K -457 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$341K +$50.7K +2,000 +17%
SWMG
24
Signature Wealth Management Group
Georgia
$333K +$24.7K +974 +8%
FTUS
25
Flow Traders U.S.
New York
$327K +$327K +12,881 New