Who Owns IBMO?
iShares iBonds Dec 2026 Term Muni Bond ETF — Institutional Ownership & 13F Holdings
$25.65
+0.00 (+0.00%)
Market Cap
$577.9M
Shares Outstanding
22,311,098
Institutional Holders
176
Total Inst. Value
$376.3M
% of Float Held
—
QoQ Holder Change
+69
Institutional data as of Q1 2025
New Positions
33
Closed Positions
9
Increased
57
Decreased
50
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $48.2M | 1,886,518 |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $22.0M | 859,031 |
| 3 | Clearstead Advisors, LLC | $21.9M | 855,421 |
| 4 | US BANCORP \DE\ | $17.6M | 688,099 |
| 5 | MORGAN STANLEY | $17.6M | 687,559 |
| 6 | NewEdge Advisors, LLC | $14.6M | 569,568 |
| 7 | Kathmere Capital Management, LLC | $13.5M | 528,357 |
| 8 | WELLS FARGO & COMPANY/MN | $12.6M | 493,053 |
| 9 | UBS Group AG | $12.0M | 468,920 |
| 10 | LBMC INVESTMENT ADVISORS, LLC | $9.4M | 366,493 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +138K | $48.2M |
| NewEdge Advisors, LLC | +10K | $14.6M |
| WELLS FARGO & COMPANY/MN | +6K | $12.6M |
| LBMC INVESTMENT ADVISORS, LLC | +37K | $9.4M |
| Hills Bank & Trust Co | +1K | $8.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Corient Private Wealth LLC | -321K | $1K |
| Ashton Thomas Private Wealth, LLC | -268K | $608K |
| UBS Group AG | -185K | $12.0M |
| AMERIPRISE FINANCIAL INC | -162K | $4.0M |
| Kathmere Capital Management, LLC | -95K | $13.5M |
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Frequently Asked Questions
How many institutional investors hold IBMO?
As of Q1 2025, 176 institutional investors report holding IBMO (iShares iBonds Dec 2026 Term Muni Bond ETF) in their 13F filings.
Which hedge fund owns the most IBMO?
The largest institutional holder of IBMO is BANK OF AMERICA CORP /DE/ with $48.2M in shares.
Are institutions buying or selling IBMO?
This quarter, 33 institutions opened new positions in IBMO and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.