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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

87 hedge funds and large institutions have $195M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 8

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

82% more capital invested

Capital invested by funds: $107M → $195M (+$88M)

26% more funds holding

Funds holding: 69 → 87 (+18)

2.59% less ownership

Funds ownership: 88.98% → 86.4% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
41
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.2M
2
KCM
Kathmere Capital Management
Pennsylvania
+$13M
3
CA
Clearstead Advisors
Ohio
+$11.5M
4
Jane Street
Jane Street
New York
+$4.8M
5
Wells Fargo
Wells Fargo
California
+$4.32M

Top Sellers

1
NA
Nestegg Advisors
New York
-$981K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$814K
3
BCI
Brinker Capital Investments
Pennsylvania
-$793K
4
EC
Elequin Capital
New York
-$757K
5
Mariner
Mariner
Kansas
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$48.8M +$28.2M +1,084,038 +138%
CA
2
Clearstead Advisors
Ohio
$22.9M +$11.5M +443,691 +102%
KCM
3
Kathmere Capital Management
Pennsylvania
$13M +$13M +500,145 New
HighTower Advisors
4
HighTower Advisors
Illinois
$7.12M +$959K +36,854 +16%
US Bancorp
5
US Bancorp
Minnesota
$7.05M +$1.37M +52,712 +24%
Bank of America
6
Bank of America
North Carolina
$5.91M +$3.79M +145,703 +179%
LIA
7
LBMC Investment Advisors
Tennessee
$5.36M +$2.48M +95,458 +87%
Jane Street
8
Jane Street
New York
$4.81M +$4.8M +184,616 New
Wells Fargo
9
Wells Fargo
California
$4.32M +$4.32M +165,937 New
PWM
10
Praetorian Wealth Management
California
$4.31M +$1.1M +42,365 +34%
CCM
11
Coldstream Capital Management
Washington
$3.67M +$470K +18,053 +15%
CTC
12
Central Trust Company
Missouri
$3.46M +$889K +34,168 +35%
NA
13
NewEdge Advisors
Louisiana
$3.32M +$3.31M +127,265 New
SF
14
Summit Financial
New Jersey
$3.26M -$87.6K -3,368 -3%
MIM
15
Moseley Investment Management
Florida
$3.13M +$142K +5,464 +5%
UCFA
16
United Capital Financial Advisors
Texas
$3.04M +$2.36M +90,822 +352%
CPWM
17
Cypress Point Wealth Management
Texas
$3M +$2.99M +115,000 New
QFA
18
Quantum Financial Advisors
California
$2.91M +$84.9K +3,263 +3%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.71M +$104K +4,003 +4%
Morgan Stanley
20
Morgan Stanley
New York
$2.1M +$2.1M +80,641 New
NA
21
Nestegg Advisors
New York
$2.06M -$981K -37,724 -32%
EIP
22
Ellis Investment Partners
Pennsylvania
$1.78M +$1.78M +68,420 New
AUB
23
Atlantic Union Bankshares
Virginia
$1.63M +$299K +11,494 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.62M +$1.52M +58,523 +1,575%
KAS
25
Kestra Advisory Services
Texas
$1.55M +$430K +16,531 +38%
1
2 3 4

IBMS Hedge Fund Activity: Q4 2025 in Review

87 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) for Q4 2025, worth a combined $195M — up 82% from $107M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBMS positions and 6 closed out — a net gain of 19 holders — while 41 added to existing stakes and 8 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $28.2M. The largest seller was Nestegg Advisors, cutting an estimated $981K.

  • 87 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $195M of iShares iBonds Dec 2030 Term Muni Bond ETF stock for Q4 2025, up 82% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2030 Term Muni Bond ETF positions in Q4 2025 and 6 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $28.2M added.
  • The largest iShares iBonds Dec 2030 Term Muni Bond ETF seller in Q4 2025 was Nestegg Advisors, an estimated $981K sold.

Based on aggregated 13F filings for Q4 2025.