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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

103 hedge funds and large institutions have $224M 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, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

333% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 12

18% more funds holding

Funds holding: 87103 (+16)

15% more capital invested

Capital invested by funds: $195M → $224M (+$28.8M)

3.98% less ownership

Funds ownership: 86.4%82.42% (-4%)

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
52
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$45.3M -$3.14M -120,118 -6%
CA
2
Clearstead Advisors
Ohio
$23.2M +$576K +21,993 +3%
KCM
3
Kathmere Capital Management
Pennsylvania
$12.7M -$246K -9,383 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$9.21M +$2.19M +83,485 +31%
US Bancorp
5
US Bancorp
Minnesota
$7.89M +$918K +35,054 +13%
Bank of America
6
Bank of America
North Carolina
$7.52M +$1.68M +64,192 +28%
LIA
7
LBMC Investment Advisors
Tennessee
$6.95M +$1.66M +63,353 +31%
PWM
8
Praetorian Wealth Management
California
$5.55M +$1.27M +48,698 +29%
Wells Fargo
9
Wells Fargo
California
$5.18M +$905K +34,579 +21%
CTI
10
Community Trust & Investment
Kentucky
$4.73M +$4.8M +183,284 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.32M +$4.37M +167,096 New
UCFA
12
United Capital Financial Advisors
Texas
$4.2M +$1.21M +46,110 +40%
CCM
13
Coldstream Capital Management
Washington
$3.83M +$199K +7,585 +5%
QFA
14
Quantum Financial Advisors
California
$3.82M +$956K +36,506 +33%
CTC
15
Central Trust Company
Missouri
$3.72M +$292K +11,166 +8%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.64M +$959K +36,633 +35%
Lido Advisors
17
Lido Advisors
California
$3.22M +$3.26M +124,598 New
NA
18
NewEdge Advisors
Louisiana
$3.1M -$187K -7,142 -6%
CPWM
19
Cypress Point Wealth Management
Texas
$2.97M
MIM
20
Moseley Investment Management
Florida
$2.96M -$145K -5,542 -5%
Morgan Stanley
21
Morgan Stanley
New York
$2.8M +$725K +27,696 +34%
SF
22
Summit Financial
New Jersey
$2.76M -$486K -18,583 -15%
LPL Financial
23
LPL Financial
California
$2.2M +$1.17M +44,852 +112%
AssetMark Inc
24
AssetMark Inc
California
$2.04M +$650K +24,832 +46%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.93M +$321K +12,282 +20%