iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
59 hedge funds and large institutions have $62.8M invested in iShares iBonds Dec 2031 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1,500% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 2
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $52.4M → $62.8M (+$10.4M)
18% more funds holding
Funds holding: 50 → 59 (+9)
27.06% less ownership
Funds ownership: 103.53% → 76.47% (-27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$6.26M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.15M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$2.56M |
| 4 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$2.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$13.3M |
| 2 |
EC
Elequin Capital
New York
|
-$1.18M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$569K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$51.6K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$209 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $65K | +$66.1K | +2,534 | New |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $41.1K | – | – | – |
|
|
ATC
53
Adirondack Trust Company
Saratoga Springs,
New York
| $34.7K | – | – | – |
|
|
SVWA
54
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $32.4K | +$1.1K | +42 | +3% |
|
|
BC
55
Barrett & Company
Providence,
Rhode Island
| $25.7K | – | – | – |
|
|
MB
56
MidFirst Bank
Oklahoma City,
Oklahoma
| $25.7K | +$26.1K | +1,000 | New |
|
57
JP Morgan Chase
New York
| $8.05K | +$8.19K | +314 | New |
|
|
1L
58
10Elms LLP
Tulsa,
Oklahoma
| $2.57K | – | – | – |
|
59
BlackRock
New York
| $1.67K | – | – | – |
|
|
EC
60
Elequin Capital
New York
| – | -$1.18M | -45,439 | Closed |
|
|
MPWT
61
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$569K | -21,910 | Closed |
|
|
SIS
62
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$209 | -8 | Closed |
|
IBMT Hedge Fund Activity: Q1 2026 in Review
59 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) for Q1 2026, worth a combined $62.8M — up 20% from $52.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBMT positions and 3 closed out — a net gain of 10 holders — while 32 added to existing stakes and 2 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $6.26M. The largest seller was Mercer Global Advisors, cutting an estimated $13.3M.
- 59 institutional investors held iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) as of Q1 2026, up from 50 in Q4 2025.
- Funds reported $62.8M of iShares iBonds Dec 2031 Term Muni Bond ETF stock for Q1 2026, up 20% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2031 Term Muni Bond ETF positions in Q1 2026 and 3 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2031 Term Muni Bond ETF buyer in Q1 2026 was HighTower Advisors, an estimated $6.26M added.
- The largest iShares iBonds Dec 2031 Term Muni Bond ETF seller in Q1 2026 was Mercer Global Advisors, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2026.