Who Owns iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO)?Hedge Fund & Institutional Holders

$25.66+0.04 (+0.14%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.4000370003042426e+203T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$25.32$25.42$25.52$25.62$25.72Sep 24Jun 25Mar 26

IBMO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Rossmore Private CapitalNew Position+1.4M+$37.0M
Kathmere Capital Management, LLCNew Position+472K+$12.1M
Sanctuary Advisors, LLCNew Position+441K+$11.3M
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+300K+$7.0M
CENTRAL TRUST CoNew Position+200K+$5.1M
HOWLAND CAPITAL MANAGEMENT LLCNew Position+194K+$5.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+173K+$4.0M
Paradiem, LLCNew Position+136K+$3.5M
Atwater Malick LLCNew Position+102K+$2.6M
SONATA CAPITAL GROUP INCNew Position+96K+$2.5M
Parkway Wealth Management Group, LLCNew Position+90K+$2.3M
MOSELEY INVESTMENT MANAGEMENT INCNew Position+83K+$2.1M
CWM, LLCNew Position+79K+$2.0M
Kastel Capital Advisors, LLCNew Position+76K+$1.9M
Valmark Advisers, Inc.New Position+74K+$1.9M

IBMO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
US BANCORP \DE\Decreased-33K-$18.5B
Clearstead Advisors, LLCDecreased-419K-$12.3B
UBS Group AGDecreased-20K-$11.3B
Integrated Wealth Concepts LLCDecreased-6K-$9.8B
MORGAN STANLEYDecreased-51K-$8.6B
HighTower Advisors, LLCDecreased-45K-$8.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-257K-$7.3B
RAYMOND JAMES FINANCIAL INCDecreased-8K-$4.9B
STIFEL FINANCIAL CORPDecreased-69K-$3.6B
Beacon Pointe Advisors, LLCDecreased-3K-$3.6B
OSAIC HOLDINGS, INC.Decreased-38K-$2.5B
Newman Dignan & Sheerar, Inc.Decreased-50K-$2.5B
JANE STREET GROUP, LLCDecreased-81K-$2.4B
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-55K-$1.7B
RIA Advisory Group LLCDecreased-852-$1.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV2,122,321$54.0M0.08%Share
2Rossmore Private Capital1,444,927$37.0M3.30%Share
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO28,485$30.4M0.02%Share
4BANK OF AMERICA CORP /DE/1,046,567$26.0M0.00%Share
5NewEdge Advisors, LLC686,728$17.0M0.06%Share
6US BANCORP \DE\556,335$14.3M0.02%Share
7LBMC INVESTMENT ADVISORS, LLC515,730$13.2M0.81%Share
8BANK OF AMERICA CORP /DE/512,959$13.0M0.00%Share
9Kathmere Capital Management, LLC471,604$12.1M0.81%Share
10BANK OF AMERICA CORP /DE/490,091$12.0M0.00%Share
11UBS Group AG419,338$10.8M0.00%Share
12Hills Bank & Trust Co390,744$10.0M0.58%Share
13LPL Financial LLC410,264$10.0M0.00%Share
14Integrated Wealth Concepts LLC376,796$9.0M0.11%Share
15Lido Advisors, LLC379,673$9.0M0.03%Share
16Covington Investment Advisors Inc.327,080$8.4M1.15%Share
17WELLS FARGO & COMPANY/MN343,448$8.0M0.00%Share
18MORGAN STANLEY285,752$7.0M0.00%Share
19LEAVELL INVESTMENT MANAGEMENT, INC.299,887$7.0M0.29%Share
20Praetorian Wealth Management, Inc.241,578$6.2M1.23%Share
21HighTower Advisors, LLC265,090$6.0M0.01%Share
22Sound View Wealth Advisors Group, LLC215,536$5.5M0.37%Share
23Quantum Financial Advisors, LLC208,864$5.4M0.60%Share
24CLIFTONLARSONALLEN WEALTH ADVISORS, LLC195,621$5.0M0.08%Share
25HOWLAND CAPITAL MANAGEMENT LLC194,056$5.0M0.19%Share
26CENTRAL TRUST Co193,271$5.0M0.10%Share
27COMMONWEALTH EQUITY SERVICES, LLC172,866$4.0M0.01%Share
28Cyndeo Wealth Partners, LLC146,311$3.8M0.20%Share
29Paradiem, LLC135,772$3.5M0.83%Share
30Sanctuary Advisors, LLC135,720$3.5M0.02%Share
31US BANCORP \DE\132,153$3.4M0.00%Share
32UNITED CAPITAL FINANCIAL ADVISORS, LLC131,474$3.0M0.02%Share
33COLDSTREAM CAPITAL MANAGEMENT INC127,094$3.0M0.04%Share
34Beacon Pointe Advisors, LLC135,821$3.0M0.02%Share
35WELLS FARGO & COMPANY/MN130,646$3.0M0.00%Share
36Kovitz Investment Group Partners, LLC104,430$2.7M0.06%Share
37Sanctuary Advisors, LLC104,506$2.7M0.02%Share
38Sanctuary Advisors, LLC104,506$2.7M0.02%Share
39Atwater Malick LLC102,050$2.6M0.72%Share
40Sanctuary Advisors, LLC96,681$2.5M0.02%Share
41SONATA CAPITAL GROUP INC95,677$2.5M0.89%Share
42ASSETMARK, INC95,202$2.4M0.00%Share
43Parkway Wealth Management Group, LLC89,845$2.3M0.31%Share
44MOSELEY INVESTMENT MANAGEMENT INC82,858$2.1M0.66%Share
45CWM, LLC79,230$2.0M0.01%Share
46AMERIPRISE FINANCIAL INC93,892$2.0M0.00%Share
47ROYAL BANK OF CANADA91,044$2.0M0.00%Share
48RAYMOND JAMES FINANCIAL INC111,388$2.0M0.00%Share
49Kastel Capital Advisors, LLC75,831$1.9M1.19%Share
50Valmark Advisers, Inc.74,378$1.9M0.02%Share

IBMO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025178$479.7M+68
Q3 2025110$326.4B-47
Q2 2025157$359.0B-20
Q1 2025177$415.4B+25
Q4 2024152$57.4T+39
Q3 2024113$240.7T+1
Q2 2024112$204.7T+4
Q1 2024108$185.1T—

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As of Q4 2025, 50 institutional investors hold IBMO (iShares iBonds Dec 2026 Term Muni Bond ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $54.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own IBMO?

As of Q4 2025, 50 institutional investors report holding IBMO (iShares iBonds Dec 2026 Term Muni Bond ETF) in their 13F filings.

Who is the largest institutional holder of IBMO?

The largest institutional holder of IBMO is MERCER GLOBAL ADVISORS INC /ADV with $54.0M in shares.

Is institutional ownership of IBMO increasing or decreasing?

This quarter, 15 institutions opened new positions in IBMO and 0 closed their positions.