iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
71 hedge funds and large institutions have $107M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 6 closing their positions.
620% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 5
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
145% more capital inflows, than outflows
Capital inflows: $48.4M | Capital outflows: $19.8M
20% more funds holding
Funds holding: 59 → 71 (+12)
12.76% more ownership
Funds ownership: 34.7% → 47.45% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clearstead Advisors
Cleveland,
Ohio
|
+$11.2M |
| 2 |
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$9.9M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.55M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.99M |
| 5 |
Summit Financial
Parsippany,
New Jersey
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.5M |
| 2 |
Jane Street
New York
|
-$2.9M |
| 3 |
PFG Private Wealth Management
Lutz,
Florida
|
-$591K |
| 4 |
JP Morgan Chase
New York
|
-$573K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$404K |
IBMS Hedge Fund Activity: Q3 2025 in Review
71 of the 7,650 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q3 2025, worth a combined $107M — up 39% from $77M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBMS positions and 6 closed out — a net gain of 12 holders — while 36 added to existing stakes and 5 trimmed.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $11.2M. The largest seller was Envestnet Asset Management, cutting an estimated $14.5M.
- 71 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q3 2025, up from 59 in Q2 2025.
- Funds reported $107M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q3 2025, up 39% quarter-over-quarter.
- 18 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q3 2025 and 6 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q3 2025 was Clearstead Advisors, an estimated $11.2M added.
- The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2025.