Who Owns ISHARES IBONDS (IBMT)?Hedge Fund & Institutional Holders

$25.95+0.01 (+0.04%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.2000000255000014e+178T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$24.52$24.98$25.45$25.92$26.39Mar 25Sep 25Mar 26

IBMT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MERCER GLOBAL ADVISORS INC /ADVNew Position+853K+$22.0B
LBMC INVESTMENT ADVISORS, LLCIncreased+83K+$2.1B
US BANCORP \DE\New Position+59K+$1.5B
Praetorian Wealth Management, Inc.New Position+48K+$1.2B
Elequin Capital, LPNew Position+45K+$1.2B
ROYAL BANK OF CANADANew Position+57K+$1.0B
Valmark Advisers, Inc.New Position+27K+$712.0M
MassMutual Private Wealth & Trust, FSBNew Position+22K+$568.0M
DROMS STRAUSS ADVISORS INC /MO/ /ADVNew Position+14K+$356.0M
CENTRAL TRUST CoNew Position+13K+$336.0M
Capital Investment Advisors, LLCNew Position+12K+$317.0M
Syntegra Private Wealth Group, LLCNew Position+12K+$300.0M
Godshalk Welsh Capital Management, Inc.New Position+10K+$259.0M
SIGMA INVESTMENT COUNSELORS INCNew Position+10K+$255.0M
HOWLAND CAPITAL MANAGEMENT LLCNew Position+9K+$233.0M

IBMT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-18K-$2.0B
UBS Group AGClosed Position-85-$2.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV853,396$22.0B33.54%Share
2LBMC INVESTMENT ADVISORS, LLC98,270$2.5B0.16%Share
3US BANCORP \DE\59,403$1.5B1.81%Share
4Praetorian Wealth Management, Inc.47,639$1.2B0.25%Share
5Elequin Capital, LP45,439$1.2B0.09%Share
6Aspen Wealth Management LLC42,773$1.1B0.23%Share
7Quantum Financial Advisors, LLC42,513$1.1B0.12%Share
8ROYAL BANK OF CANADA57,275$1.0B0.16%Share
9Valmark Advisers, Inc.27,456$712.0M8.77%Share
10MassMutual Private Wealth & Trust, FSB21,910$568.0M0.01%Share
11DROMS STRAUSS ADVISORS INC /MO/ /ADV13,748$356.0M0.09%Share
12CENTRAL TRUST Co12,949$336.0M6.58%Share
13Capital Investment Advisors, LLC12,241$317.0M4.83%Share
14Syntegra Private Wealth Group, LLC11,591$300.0M0.03%Share
15Godshalk Welsh Capital Management, Inc.10,000$259.0M0.15%Share
16SIGMA INVESTMENT COUNSELORS INC9,840$255.0M0.01%Share
17HOWLAND CAPITAL MANAGEMENT LLC9,000$233.0M0.01%Share
18Crews Bank & Trust4,250$110.0M0.02%Share
19Addison Advisors LLC3,205$83.0M0.02%Share
20ADIRONDACK TRUST CO1,354$35.0M0.01%Share
21Sarver Vrooman Wealth Advisors1,220$31.0M0.02%Share
22BARRETT & COMPANY, INC.1,000$25.0M0.01%Share
23Ellis Investment Partners, LLC68,872$1.8M0.31%Share
24JANE STREET GROUP, LLC60,286$1.0M0.00%Share
25NewEdge Advisors, LLC38,610$1.0M0.00%Share
26COLDSTREAM CAPITAL MANAGEMENT INC74,465$1.0M0.01%Share
27CLIFTONLARSONALLEN WEALTH ADVISORS, LLC32,417$841K0.01%Share
28Atlantic Union Bankshares Corp31,241$810K0.02%Share
29Hills Bank & Trust Co24,820$644K0.00%Share
30CWM, LLC20,850$541K0.00%Share
31Newman Dignan & Sheerar, Inc.15,148$393K0.08%Share
32HARBOUR INVESTMENTS, INC.1,015$26K0.00%Share
3310Elms LLP100$2K0.00%Share
34IFP Advisors, Inc11,678$00.00%Share
35LEAVELL INVESTMENT MANAGEMENT, INC.23,785$00.00%Share
36OSAIC HOLDINGS, INC.1,600$00.00%Share
37COMMONWEALTH EQUITY SERVICES, LLC15,675$00.00%Share
38Sound Income Strategies, LLC8$00.00%Share
39Kestra Advisory Services, LLC18,447$00.00%Share
40Global Retirement Partners, LLC2,956$00.00%Share
41HighTower Advisors, LLC38,200$00.00%Share
42Parallel Advisors, LLC15,600$00.00%Share
43MORGAN STANLEY5,949$00.00%Share
44BlackRock, Inc.65$00.00%Share
45RAYMOND JAMES FINANCIAL INC155$00.00%Share
46RAYMOND JAMES FINANCIAL INC15,961$00.00%Share
47BANK OF AMERICA CORP /DE/33,377$00.00%Share
48BANK OF AMERICA CORP /DE/20,749$00.00%Share
49STIFEL FINANCIAL CORP18,649$00.00%Share
50Rossmore Private Capital4,537$00.00%Share

IBMT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202549$35.3B+34
Q3 202515$6.5B+5
Q2 202510$2.2B+8
Q1 20252$2.4B—

As of Q4 2025, 50 institutional investors hold IBMT (ISHARES IBONDS). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $22.0B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own IBMT?

As of Q4 2025, 50 institutional investors report holding IBMT (ISHARES IBONDS) in their 13F filings.

Who is the largest institutional holder of IBMT?

The largest institutional holder of IBMT is MERCER GLOBAL ADVISORS INC /ADV with $22.0B in shares.

Is institutional ownership of IBMT increasing or decreasing?

This quarter, 14 institutions opened new positions in IBMT and 1 closed their positions.