IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

Overview Fund Activity

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, 30 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
30
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$16.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.2M
3
Jane Street
3
Jane Street
New York
$2.9M
4
US Bancorp
4
US Bancorp
Minnesota
$4.57M
5
AUB
5
Atlantic Union Bankshares
Virginia
$1.3M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$272K
2
CA
2
Clearstead Advisors
Ohio
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.55M
4
FTUS
4
Flow Traders U.S.
New York
$260K
5
SWA
5
Stratos Wealth Advisors
Ohio
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$16.3M +$16.3M +634,029 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.2M +$14.9M +580,345 +4,774%
US Bancorp
3
US Bancorp
Minnesota
$4.57M +$1.6M +62,458 +54%
NA
4
Nestegg Advisors
New York
$3.11M +$558K +21,757 +22%
PWM
5
Praetorian Wealth Management
California
$2.91M +$404K +15,737 +16%
Jane Street
6
Jane Street
New York
$2.9M +$1.69M +65,685 +139%
CCM
7
Coldstream Capital Management
Washington
$2.64M +$5.11K +199 +0.2%
CTC
8
Central Trust Company
Missouri
$2.4M +$329K +12,830 +16%
MIM
9
Moseley Investment Management
Florida
$2.19M +$352K +13,700 +19%
QFA
10
Quantum Financial Advisors
California
$1.9M +$5.13K +200 +0.3%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.55M -$210K -8,189 -12%
LIA
12
LBMC Investment Advisors
Tennessee
$1.54M +$1.06M +41,494 +222%
Bank of America
13
Bank of America
North Carolina
$1.31M +$380K +14,797 +41%
AUB
14
Atlantic Union Bankshares
Virginia
$1.3M +$1.3M +50,469 New
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M +$122K +4,750 +11%
EC
16
Elequin Capital
New York
$1.02M +$1.02M +39,691 New
KAS
17
Kestra Advisory Services
Texas
$824K +$450K +17,523 +120%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$805K +$256K +9,996 +47%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$796K +$796K +31,016 New
CIA
20
Capital Investment Advisors
Georgia
$790K +$145K +5,649 +22%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$776K +$77.8K +3,033 +11%
GWMR
22
GC Wealth Management RIA
Massachusetts
$767K -$12.7K -496 -2%
VA
23
Valmark Advisers
Ohio
$613K +$59.5K +2,318 +11%
PPWM
24
PFG Private Wealth Management
Florida
$591K – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$573K +$573K +22,319 New
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