iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
88 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, 42 increasing their positions, 8 reducing their positions, and 7 closing their positions.
1,930% more capital inflows, than outflows
Capital inflows: $103M | Capital outflows: $5.08M
425% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 8
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
38.96% more ownership
Funds ownership: 47.45% → 86.42% (+39%)
24% more funds holding
Funds holding: 71 → 88 (+17)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$28.2M |
| 2 |
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$13M |
| 3 |
Clearstead Advisors
Cleveland,
Ohio
|
+$11.5M |
| 4 |
Jane Street
New York
|
+$4.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nestegg Advisors
Hauppauge,
New York
|
-$981K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$814K |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$793K |
| 4 |
Elequin Capital
New York
|
-$757K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$554K |
IBMS Hedge Fund Activity: Q4 2025 in Review
88 of the 8,293 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 7 closed out — a net gain of 18 holders — while 42 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.
- 88 institutional investors held iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) as of Q4 2025, up from 71 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 7 closed out, a net change of +18 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.