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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

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

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

69% more capital invested

Capital invested by funds: $19.4M → $32.9M (+$13.5M)

48% more funds holding

Funds holding: 29 → 43 (+14)

11.04% less ownership

Funds ownership: 85.05% → 74.01% (-11%)

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
–

Top Buyers

Rank Fund Capital Flow
1
QFA
Quantum Financial Advisors
California
+$1.89M
2
US Bancorp
US Bancorp
Minnesota
+$1.81M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.45M
4
Jane Street
Jane Street
New York
+$1.21M
5
HighTower Advisors
HighTower Advisors
Illinois
+$977K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.65M
2
Osaic Holdings
Osaic Holdings
Arizona
-$226K
3
WI
WrapManager Inc
California
-$11.7K
4
PA
Parallel Advisors
California
-$4.13K
5
KIM
Kestra Investment Management
Texas
-$713
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$2.94M +$1.81M +70,804 +157%
CCM
2
Coldstream Capital Management
Washington
$2.61M +$237K +9,278 +10%
NA
3
Nestegg Advisors
New York
$2.53M +$636K +24,932 +33%
PWM
4
Praetorian Wealth Management
California
$2.48M +$613K +24,044 +33%
CTC
5
Central Trust Company
Missouri
$2.05M +$524K +20,533 +34%
QFA
6
Quantum Financial Advisors
California
$1.88M +$1.89M +74,032 New
MIM
7
Moseley Investment Management
Florida
$1.82M +$714K +28,000 +64%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.74M +$977K +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 +$223K +8,731 +20%
Jane Street
11
Jane Street
New York
$1.2M +$1.21M +47,414 New
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M +$157K +6,155 +16%
Bank of America
13
Bank of America
North Carolina
$919K +$923K +36,163 New
GWMR
14
GC Wealth Management RIA
Massachusetts
$772K +$29.6K +1,161 +4%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$691K +$168K +6,566 +32%
CIA
16
Capital Investment Advisors
Georgia
$638K +$137K +5,357 +27%
PPWM
17
PFG Private Wealth Management
Florida
$585K +$587K +23,014 New
VA
18
Valmark Advisers
Ohio
$548K +$10.3K +405 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$543K +$249K +9,765 +84%
LIA
20
LBMC Investment Advisors
Tennessee
$474K +$477K +18,680 New
KAS
21
Kestra Advisory Services
Texas
$370K +$372K +14,581 New
WI
22
WrapManager Inc
California
$368K -$11.7K -457 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$341K +$51K +2,000 +17%
SWMG
24
Signature Wealth Management Group
Georgia
$333K +$24.8K +974 +8%
FTUS
25
Flow Traders U.S.
New York
$327K +$329K +12,881 New
1
2

IBMS Hedge Fund Activity: Q1 2025 in Review

43 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q1 2025, worth a combined $32.9M — up 69% from $19.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMS positions and 1 closed out — a net gain of 14 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $1.89M. The largest seller was Envestnet Asset Management, cutting an estimated $1.65M.

  • 43 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q1 2025, up from 29 in Q4 2024.
  • Funds reported $32.9M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q1 2025, up 69% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q1 2025 and 1 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q1 2025 was Quantum Financial Advisors, an estimated $1.89M added.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2025.