Who Owns IBMQ?
iShares iBonds Dec 2028 Term Muni Bond ETF — Institutional Ownership & 13F Holdings
$25.56
+0.01 (+0.04%)
Market Cap
$629.8M
Shares Outstanding
24,672,587
Institutional Holders
138
Total Inst. Value
$331.9M
% of Float Held
—
QoQ Holder Change
+58
Institutional data as of Q1 2025
New Positions
30
Closed Positions
8
Increased
53
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $48.7M | 1,926,881 |
| 2 | Clearstead Advisors, LLC | $21.8M | 862,458 |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $19.0M | 752,659 |
| 4 | HighTower Advisors, LLC | $17.7M | 700,645 |
| 5 | US BANCORP \DE\ | $17.3M | 684,065 |
| 6 | Kathmere Capital Management, LLC | $14.0M | 554,311 |
| 7 | WELLS FARGO & COMPANY/MN | $11.0M | 433,430 |
| 8 | NewEdge Advisors, LLC | $10.8M | 425,352 |
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | $9.5M | 374,477 |
| 10 | RAYMOND JAMES FINANCIAL INC | $9.5M | 374,105 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +172K | $48.7M |
| MERCER GLOBAL ADVISORS INC /ADV | +63K | $19.0M |
| HighTower Advisors, LLC | +37K | $17.7M |
| NewEdge Advisors, LLC | +55K | $10.8M |
| UBS Group AG | +7K | $9.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Corient Private Wealth LLC | -267K | $863 |
| WELLS FARGO & COMPANY/MN | -183K | $11.0M |
| MORGAN STANLEY | -175K | $4.6M |
| Kathmere Capital Management, LLC | -72K | $14.0M |
| ENVESTNET ASSET MANAGEMENT INC | -32K | $20K |
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Frequently Asked Questions
How many institutional investors hold IBMQ?
As of Q1 2025, 138 institutional investors report holding IBMQ (iShares iBonds Dec 2028 Term Muni Bond ETF) in their 13F filings.
Which hedge fund owns the most IBMQ?
The largest institutional holder of IBMQ is BANK OF AMERICA CORP /DE/ with $48.7M in shares.
Are institutions buying or selling IBMQ?
This quarter, 30 institutions opened new positions in IBMQ and 8 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.