Who Owns iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR)?Hedge Fund & Institutional Holders

$25.51+0.00 (+0.00%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -6

Price History

$24.64$24.91$25.18$25.45$25.72Sep 24Jun 25Mar 26

IBMR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+776K+$33.0B
MERCER GLOBAL ADVISORS INC /ADVIncreased+1.3M+$32.0B
Kathmere Capital Management, LLCNew Position+280K+$7.1B
HOWLAND CAPITAL MANAGEMENT LLCNew Position+167K+$4.3B
LBMC INVESTMENT ADVISORS, LLCIncreased+159K+$4.0B
CENTRAL TRUST CoNew Position+144K+$3.7B
FULTON BREAKEFIELD BROENNIMAN LLCNew Position+130K+$3.0B
WOODMONT INVESTMENT COUNSEL LLCNew Position+101K+$2.6B
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+88K+$2.0B
Valmark Advisers, Inc.New Position+66K+$1.7B
Granite Harbor Advisors, Inc.New Position+61K+$1.6B
RIA Advisory Group LLCNew Position+51K+$1.3B
PSI Advisors, LLCNew Position+51K+$1.3B
US BANCORP \DE\Increased+49K+$1.2B
Capital Investment Advisors, LLCNew Position+44K+$1.1B

IBMR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Hills Bank & Trust CoDecreased-73K-$3.2B
Quantum Financial Advisors, LLCClosed Position-121K-$3.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-81K-$2.1B
Orion Porfolio Solutions, LLCClosed Position-43K-$1.1B
Rockefeller Capital Management L.P.Decreased-4K-$864.4M
Beacon Pointe Advisors, LLCDecreased-2K-$787.4M
UBS Group AGDecreased-15K-$419.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-11K-$278.7M
Allworth Financial LPClosed Position-829-$21.2M
Envision Financial Planning, LLCDecreased-315-$13.4M
FLOW TRADERS U.S. LLCClosed Position-23K-$590K
PGIM Custom Harvest LLCDecreased-498-$16K
PRINCIPAL SECURITIES, INC.Closed Position-20-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV2,092,664$53.0B0.08%Share
2BANK OF AMERICA CORP /DE/651,693$16.0B0.00%Share
3BANK OF AMERICA CORP /DE/475,754$12.0B0.00%Share
4LBMC INVESTMENT ADVISORS, LLC419,412$10.7B0.66%Share
5US BANCORP \DE\316,297$8.0B0.01%Share
6UBS Group AG298,545$7.6B0.00%Share
7Kathmere Capital Management, LLC279,534$7.1B0.48%Share
8WELLS FARGO & COMPANY/MN267,608$6.0B0.00%Share
9Praetorian Wealth Management, Inc.205,521$5.2B1.04%Share
10BANK OF AMERICA CORP /DE/220,857$5.0B0.00%Share
11RAYMOND JAMES FINANCIAL INC209,949$5.0B0.00%Share
12HOWLAND CAPITAL MANAGEMENT LLC167,451$4.3B0.16%Share
13STIFEL FINANCIAL CORP163,597$4.0B0.00%Share
14CENTRAL TRUST Co139,285$3.5B0.07%Share
15FULTON BREAKEFIELD BROENNIMAN LLC130,223$3.0B0.19%Share
16Cypress Point Wealth Management, LLC119,718$3.0B0.66%Share
17UNITED CAPITAL FINANCIAL ADVISORS, LLC130,319$3.0B0.02%Share
18WELLS FARGO & COMPANY/MN123,710$3.0B0.00%Share
19WOODMONT INVESTMENT COUNSEL LLC101,176$2.6B0.16%Share
20CONFLUENCE INVESTMENT MANAGEMENT LLC81,442$2.1B0.03%Share
21LEAVELL INVESTMENT MANAGEMENT, INC.87,574$2.0B0.08%Share
22Sound View Wealth Advisors Group, LLC74,015$1.9B0.13%Share
23US BANCORP \DE\68,558$1.7B0.00%Share
24ASSETMARK, INC66,339$1.7B0.00%Share
25Valmark Advisers, Inc.65,722$1.7B0.02%Share
26Granite Harbor Advisors, Inc.61,038$1.6B0.66%Share
27FF Advisors,LLC56,057$1.4B0.63%Share
28RIA Advisory Group LLC51,479$1.3B0.31%Share
29Envision Financial Planning, LLC46,156$1.2B0.44%Share
30Capital Investment Advisors, LLC44,461$1.1B0.02%Share
31Aspen Wealth Management LLC43,233$1.1B0.23%Share
32GC Wealth Management RIA, LLC42,988$1.1B0.04%Share
33Cyndeo Wealth Partners, LLC42,049$1.1B0.06%Share
34COMMONWEALTH EQUITY SERVICES, LLC53,087$1.0B0.00%Share
35SPINNAKER TRUST45,271$1.0B0.05%Share
36ROYAL BANK OF CANADA58,211$1.0B0.00%Share
37PHILLIPS FINANCIAL MANAGEMENT, LLC31,792$808.0M0.05%Share
38Signature Wealth Management Group31,758$807.0M0.33%Share
39Godshalk Welsh Capital Management, Inc.31,300$795.0M0.45%Share
40BLUE SQUARE ASSET MANAGEMENT, LLC30,512$775.0M0.34%Share
41Financial Advisory Corp30,453$774.0M0.11%Share
42Elequin Capital, LP30,406$773.0M0.06%Share
43PSI Advisors, LLC27,300$694.0M0.17%Share
44PFG Private Wealth Management, LLC20,633$524.0M0.23%Share
45SMITH, MOORE & CO.18,538$471.0M0.04%Share
46MEMBERS WEALTH LLC18,240$466.0M0.29%Share
47Crews Bank & Trust18,125$460.0M0.07%Share
48Paradigm, Strategies in Wealth Management, LLC17,548$446.0M0.29%Share
49Leo Wealth, LLC15,524$394.0M0.03%Share
50Klingman & Associates, LLC15,170$385.0M0.02%Share

IBMR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025119$197.6B+49
Q3 202570$159.7B-26
Q2 202596$180.2B-1
Q1 202597$186.6B+24
Q4 202473$1.9T+30
Q3 202443$39.5T+2
Q2 202441$36.4T+7
Q1 202434$15.9T—

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As of Q4 2025, 50 institutional investors hold IBMR (iShares iBonds Dec 2029 Term Muni Bond ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $53.0B in shares. This quarter, 11 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own IBMR?

As of Q4 2025, 50 institutional investors report holding IBMR (iShares iBonds Dec 2029 Term Muni Bond ETF) in their 13F filings.

Who is the largest institutional holder of IBMR?

The largest institutional holder of IBMR is MERCER GLOBAL ADVISORS INC /ADV with $53.0B in shares.

Is institutional ownership of IBMR increasing or decreasing?

This quarter, 11 institutions opened new positions in IBMR and 6 closed their positions.