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IBMT

iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT

50 hedge funds and large institutions have $52.4M invested in iShares iBonds Dec 2031 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 1

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

170% more capital invested

Capital invested by funds: $19.4M → $52.4M (+$33M)

108% more funds holding

Funds holding: 24 → 50 (+26)

32.17% more ownership

Funds ownership: 71.36% → 103.53% (+32%)

Holders
50
Holders Change
+26
Holders Change %
+108.33%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
10
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$22.1M
2
LIA
LBMC Investment Advisors
Tennessee
+$2.14M
3
EIP
Ellis Investment Partners
Pennsylvania
+$1.79M
4
CCM
Coldstream Capital Management
Washington
+$1.67M
5
US Bancorp
US Bancorp
Minnesota
+$1.54M

Top Sellers

1
Jane Street
Jane Street
New York
-$456K
2
LIM
Leavell Investment Management
Alabama
-$150K
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$147K
4
UBS Group
UBS Group
Switzerland
-$2.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.1M +$22.1M +853,396 New
LIA
2
LBMC Investment Advisors
Tennessee
$2.55M +$2.14M +82,630 +528%
CCM
3
Coldstream Capital Management
Washington
$1.93M +$1.67M +64,291 +632%
EIP
4
Ellis Investment Partners
Pennsylvania
$1.79M +$1.79M +68,872 New
Jane Street
5
Jane Street
New York
$1.56M -$456K -17,594 -23%
US Bancorp
6
US Bancorp
Minnesota
$1.54M +$1.54M +59,403 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.49M +$1.48M +57,275 New
Bank of America
8
Bank of America
North Carolina
$1.4M +$1.4M +54,126 New
PWM
9
Praetorian Wealth Management
California
$1.24M +$1.24M +47,639 New
EC
10
Elequin Capital
New York
$1.18M +$1.18M +45,439 New
HSG
11
Helen Stephens Group
Texas
$1.11M +$205K +7,908 +23%
QFA
12
Quantum Financial Advisors
California
$1.1M +$22.1K +851 +2%
NA
13
NewEdge Advisors
Louisiana
$1M +$1M +38,610 New
HighTower Advisors
14
HighTower Advisors
Illinois
$991K +$990K +38,200 New
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$841K +$82.1K +3,168 +11%
AUB
16
Atlantic Union Bankshares
Virginia
$811K +$280K +10,782 +53%
VA
17
Valmark Advisers
Ohio
$712K +$712K +27,456 New
HBT
18
Hills Bank & Trust
Iowa
$644K +$358K +13,799 +125%
LIM
19
Leavell Investment Management
Alabama
$617K -$150K -5,790 -20%
SA
20
Sanctuary Advisors
Indiana
$613K +$612K +23,611 New
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$569K -$147K -5,651 -21%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$541K +$541K +20,850 New
Stifel Financial
23
Stifel Financial
Missouri
$484K +$483K +18,649 New
KAS
24
Kestra Advisory Services
Texas
$479K +$478K +18,447 New
Raymond James Financial
25
Raymond James Financial
Florida
$418K +$4.02K +155 +1%
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