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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

59 hedge funds and large institutions have $77M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

134% more capital invested

Capital invested by funds: $32.9M → $77M (+$44.1M)

37% more funds holding

Funds holding: 43 → 59 (+16)

12.99% more ownership

Funds ownership: 74.01% → 87% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
29
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$16.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.7M
3
Jane Street
Jane Street
New York
+$1.66M
4
US Bancorp
US Bancorp
Minnesota
+$1.58M
5
AUB
Atlantic Union Bankshares
Virginia
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$1.17M
2
CA
Clearstead Advisors
Ohio
-$315K
3
HighTower Advisors
HighTower Advisors
Illinois
-$207K
4
FTUS
Flow Traders U.S.
New York
-$69.4K
5
SWA
Stratos Wealth Advisors
Ohio
-$25.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$16.3M +$16.1M +634,029 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.2M +$14.7M +580,345 +4,774%
US Bancorp
3
US Bancorp
Minnesota
$4.57M +$1.58M +62,458 +54%
NA
4
Nestegg Advisors
New York
$3.11M +$551K +21,757 +22%
PWM
5
Praetorian Wealth Management
California
$2.91M +$399K +15,737 +16%
Jane Street
6
Jane Street
New York
$2.9M +$1.66M +65,685 +139%
CCM
7
Coldstream Capital Management
Washington
$2.64M +$5.04K +199 +0.2%
CTC
8
Central Trust Company
Missouri
$2.4M +$325K +12,830 +16%
MIM
9
Moseley Investment Management
Florida
$2.19M +$347K +13,700 +19%
QFA
10
Quantum Financial Advisors
California
$1.9M +$5.07K +200 +0.3%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.55M -$207K -8,189 -12%
LIA
12
LBMC Investment Advisors
Tennessee
$1.54M +$1.05M +41,494 +222%
Bank of America
13
Bank of America
North Carolina
$1.31M +$375K +14,797 +41%
AUB
14
Atlantic Union Bankshares
Virginia
$1.3M +$1.28M +50,469 New
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M +$120K +4,750 +11%
EC
16
Elequin Capital
New York
$1.02M +$1.01M +39,691 New
KAS
17
Kestra Advisory Services
Texas
$824K +$444K +17,523 +120%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$805K +$253K +9,996 +47%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$796K +$786K +31,016 New
CIA
20
Capital Investment Advisors
Georgia
$790K +$143K +5,649 +22%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$776K +$76.8K +3,033 +11%
GWMR
22
GC Wealth Management RIA
Massachusetts
$767K -$12.6K -496 -2%
VA
23
Valmark Advisers
Ohio
$613K +$58.7K +2,318 +11%
PPWM
24
PFG Private Wealth Management
Florida
$591K – – –
JP Morgan Chase
25
JP Morgan Chase
New York
$573K +$565K +22,319 New
1
2 3

IBMS Hedge Fund Activity: Q2 2025 in Review

59 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q2 2025, worth a combined $77M — up 134% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMS positions and 1 closed out — a net gain of 17 holders — while 29 added to existing stakes and 6 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $16.1M. The largest seller was Raymond James Financial, cutting an estimated $1.17M.

  • 59 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q2 2025, up from 43 in Q1 2025.
  • Funds reported $77M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q2 2025, up 134% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q2 2025 and 1 closed out, a net change of +17 holders.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $16.1M added.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q2 2025 was Raymond James Financial, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2025.