Who Owns IBMR?
iShares iBonds Dec 2029 Term Muni Bond ETF — Institutional Ownership & 13F Holdings
$25.42
+0.01 (+0.04%)
Market Cap
$429.3M
Shares Outstanding
17,000,753
Institutional Holders
97
Total Inst. Value
$167.6M
% of Float Held
—
QoQ Holder Change
+63
Institutional data as of Q1 2025
New Positions
29
Closed Positions
5
Increased
44
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Clearstead Advisors, LLC | $21.3M | 852,633 |
| 2 | HighTower Advisors, LLC | $18.5M | 740,147 |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $17.7M | 705,785 |
| 4 | Kathmere Capital Management, LLC | $9.9M | 394,027 |
| 5 | BANK OF AMERICA CORP /DE/ | $9.8M | 389,709 |
| 6 | UBS Group AG | $8.5M | 339,315 |
| 7 | RAYMOND JAMES FINANCIAL INC | $7.1M | 282,483 |
| 8 | WELLS FARGO & COMPANY/MN | $4.6M | 182,191 |
| 9 | Praetorian Wealth Management, Inc.New | $4.2M | 167,865 |
| 10 | US BANCORP \DE\ | $3.8M | 152,239 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HighTower Advisors, LLC | +87K | $18.5M |
| MERCER GLOBAL ADVISORS INC /ADV | +46K | $17.7M |
| Kathmere Capital Management, LLC | +237K | $9.9M |
| BANK OF AMERICA CORP /DE/ | +205K | $9.8M |
| UBS Group AG | +84K | $8.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NewEdge Advisors, LLC | -21K | $2.1M |
| Clearstead Advisors, LLC | -10K | $21.3M |
| JAMES INVESTMENT RESEARCH, INC. | -2K | $860K |
| IFP Advisors, Inc | -1K | $438K |
| Exchange Capital Management, Inc. | -1K | $422K |
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Frequently Asked Questions
How many institutional investors hold IBMR?
As of Q1 2025, 97 institutional investors report holding IBMR (iShares iBonds Dec 2029 Term Muni Bond ETF) in their 13F filings.
Which hedge fund owns the most IBMR?
The largest institutional holder of IBMR is Clearstead Advisors, LLC with $21.3M in shares.
Are institutions buying or selling IBMR?
This quarter, 29 institutions opened new positions in IBMR and 5 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.