IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

102 hedge funds and large institutions have $220M invested in iShares iBonds Dec 2030 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.8M
2 +$4.37M
3 +$3.26M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.19M
5
Bank of America
Bank of America
North Carolina
+$1.68M

Top Sellers

1 -$3.32M
2 -$3.14M
3 -$3.11M
4
Goldman Sachs
Goldman Sachs
New York
-$1.14M
5
NA
Nestegg Advisors
New York
-$509K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$45.3M
CA
2
Clearstead Advisors
Ohio
$23.2M
KCM
3
Kathmere Capital Management
Pennsylvania
$12.7M
HighTower Advisors
4
HighTower Advisors
Illinois
$9.21M
US Bancorp
5
US Bancorp
Minnesota
$7.89M
Bank of America
6
Bank of America
North Carolina
$7.52M
LIA
7
LBMC Investment Advisors
Tennessee
$6.95M
PWM
8
Praetorian Wealth Management
California
$5.55M
Wells Fargo
9
Wells Fargo
California
$5.18M
CTI
10
Community Trust & Investment
Kentucky
$4.73M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.32M
UCFA
12
United Capital Financial Advisors
Texas
$4.2M
CCM
13
Coldstream Capital Management
Washington
$3.83M
QFA
14
Quantum Financial Advisors
California
$3.82M
CTC
15
Central Trust Company
Missouri
$3.72M
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.64M
Lido Advisors
17
Lido Advisors
California
$3.22M
CPWM
18
Cypress Point Wealth Management
Texas
$2.97M
MIM
19
Moseley Investment Management
Florida
$2.96M
Morgan Stanley
20
Morgan Stanley
New York
$2.8M
SF
21
Summit Financial
New Jersey
$2.76M
LPL Financial
22
LPL Financial
California
$2.2M
AssetMark Inc
23
AssetMark Inc
California
$2.04M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.93M
EIP
25
Ellis Investment Partners
Pennsylvania
$1.83M