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IBMT

iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT

24 hedge funds and large institutions have $19.4M invested in iShares iBonds Dec 2031 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more capital invested

Capital invested by funds: $2.28M → $19.4M (+$17.1M)

140% more funds holding

Funds holding: 10 → 24 (+14)

41.41% more ownership

Funds ownership: 29.94% → 71.36% (+41%)

Holders
24
Holders Change
+14
Holders Change %
+140%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
6
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VBFG
Vishria Bird Financial Group
Tennessee
+$10.5M
2
Jane Street
Jane Street
New York
+$1.35M
3
QFA
Quantum Financial Advisors
California
+$1.07M
4
HSG
Helen Stephens Group
Texas
+$893K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$749K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1
Vishria Bird Financial Group
Tennessee
$10.6M +$10.5M +408,263 New
Jane Street
2
Jane Street
New York
$2.02M +$1.35M +52,575 +208%
QFA
3
Quantum Financial Advisors
California
$1.08M +$1.07M +41,662 New
HSG
4
Helen Stephens Group
Texas
$902K +$893K +34,865 New
LIM
5
Leavell Investment Management
Alabama
$766K +$299K +11,685 +65%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$757K +$749K +29,249 New
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$713K +$157K +6,124 +29%
AUB
8
Atlantic Union Bankshares
Virginia
$530K +$407K +15,877 +347%
Raymond James Financial
9
Raymond James Financial
Florida
$413K – – –
LIA
10
LBMC Investment Advisors
Tennessee
$405K +$401K +15,640 New
HBT
11
Hills Bank & Trust
Iowa
$285K +$282K +11,021 New
CCM
12
Coldstream Capital Management
Washington
$263K +$261K +10,174 New
IA
13
IFP Advisors
Florida
$179K +$152K +5,940 +603%
RPC
14
Rossmore Private Capital
Connecticut
$117K +$116K +4,537 New
CBT
15
Crews Bank & Trust
Florida
$110K +$109K +4,250 New
AA
16
Addison Advisors
Vermont
$83K +$56.3K +2,200 +219%
GRP
17
Global Retirement Partners
California
$76.5K +$75.7K +2,956 New
Osaic Holdings
18
Osaic Holdings
Arizona
$41.4K – – –
SVWA
19
Sarver Vrooman Wealth Advisors
Missouri
$31.6K +$31.2K +1,220 New
HI
20
Harbour Investments
Wisconsin
$26.1K +$25.8K +1,007 New
BC
21
Barrett & Company
Rhode Island
$25.9K – – –
1L
22
10Elms LLP
Oklahoma
$2.59K +$2.56K +100 New
UBS Group
23
UBS Group
Switzerland
$2.2K +$2.18K +85 New
BlackRock
24
BlackRock
New York
$1.68K – – –

IBMT Hedge Fund Activity: Q3 2025 in Review

24 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) for Q3 2025, worth a combined $19.4M — up 750% from $2.28M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMT positions and 0 closed out — a net gain of 14 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Vishria Bird Financial Group, opening a new position worth an estimated $10.5M.

  • 24 institutional investors held iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) as of Q3 2025, up from 10 in Q2 2025.
  • Funds reported $19.4M of iShares iBonds Dec 2031 Term Muni Bond ETF stock for Q3 2025, up 750% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2031 Term Muni Bond ETF positions in Q3 2025 and 0 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2031 Term Muni Bond ETF buyer in Q3 2025 was Vishria Bird Financial Group, an estimated $10.5M added.

Based on aggregated 13F filings for Q3 2025.