iShares iBonds Dec 2026 Term Muni Bond

IBMO • BATS

iShares iBonds Dec 2026 Term Muni Bond is an exchange-traded fund on BATS. As of Q3 2025, 175 institutional investors hold shares in this ETF, with total holdings valued at $418.9M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $51.4M.

Overview

Overview of institutional ownership in IBMO as of Q3 2025

All Institutions

Institutions: 175
Value Held: $418.9M
Shares Held: 16.3M
Avg Position: $2.4M
Median Position: $763.5K

Hedge Funds

Hedge Funds: 1
Value Held: $308.8K
Shares Held: 12.0K
Avg Position: $308.8K
Median Position: $308.8K

Biggest Investors

Institutions with the largest positions in IBMO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$51.4M 0.00% of portfolio	2.0M shares	Q4 2019 Held for 5y 11m	$1.33T
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$27.4M 0.05% of portfolio	1.1M shares	Q1 2021 Held for 4y 8m	$59.9B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$18.5M 0.02% of portfolio	721.2K shares	Q2 2020 Held for 5y 5m	$84.3B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	$16.6M 0.08% of portfolio	645.2K shares	Q3 2022 Held for 3y 2m	$21.8B
Hartland & Co., LLC RIA/Wealth	Bradley David Knapp CEO	$12.3M 0.18% of portfolio	477.6K shares	Q2 2024 Held for 1y 5m	$6.8B
Kathmere Capital Management, LLC RIA/Wealth	Michael P Mcdermott President	$12.2M 0.86% of portfolio	473.8K shares	Q3 2023 Held for 2y 2m	$1.4B
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth	Gregory Michael Herman President	$11.9M 0.76% of portfolio	464.1K shares	Q3 2022 Held for 3y 2m	$1.6B
UBS Group AG Institution	Sergio P. Ermotti CEO	$11.3M 0.00% of portfolio	441.0K shares	Q4 2019 Held for 5y 11m	$511.54B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$11.0M 0.00% of portfolio	428.7K shares	Q2 2019 Held for 6y 5m	$488.50B
L LPL Financial LLC Institution	-	$10.1M 0.00% of portfolio	395.4K shares	Q4 2020 Held for 4y 11m	$340.07B

Net Capital Flow

Institutional buying and selling activity for IBMO in Q3 2025

Traded: −$21.8M
Buyers: 87
Sellers: 54
Total Bought: +$28.8M
Total Sold: −$50.6M
Avg Position: $2.3M

Biggest Buyers

Institution	Net Bought	Current Position
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$3.1M +122.3K shares	$27.4M 1.1M shares
PSI Advisors, LLC RIA/Wealth	+$2.7M +103.3K shares	$2.7M 103.3K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$2.3M +90.3K shares	$3.6M 139.1K shares
Lido Advisors, LLC RIA/Wealth	+$1.5M +57.1K shares	$9.7M 376.2K shares
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth	+$1.3M +52.2K shares	$11.9M 464.1K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$1.2M +46.4K shares	$9.8M 382.9K shares
O OLD MISSION CAPITAL LLC Institution	+$1.1M +44.5K shares	$1.1M 44.5K shares
Quantum Financial Advisors, LLC RIA/Wealth	+$1.1M +42.4K shares	$5.1M 198.9K shares
BANK OF AMERICA CORP /DE/ Institution	+$1.0M +39.5K shares	$51.4M 2.0M shares
Kovitz Investment Group Partners, LLC RIA/Wealth	+$897.0K +35.0K shares	$2.7M 104.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$19.1M −744.4K shares	$3.4M 133.6K shares
Hartland & Co., LLC RIA/Wealth	−$10.4M −404.6K shares	$12.3M 477.6K shares
MORGAN STANLEY RIA/Wealth	−$9.0M −351.1K shares	$8.6M 337.1K shares
WELLS FARGO & COMPANY/MN Institution	−$1.9M −74.3K shares	$11.0M 428.7K shares
AMERIPRISE FINANCIAL INC Institution	−$1.4M −53.9K shares	$2.3M 90.0K shares
Sound View Wealth Advisors Group, LLC RIA/Wealth	−$945.2K −36.8K shares	$4.3M 168.8K shares
WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth	−$784.2K −30.6K shares	$892.3K 34.8K shares
A ATRIA INVESTMENTS LLC Institution	−$600.8K −23.4K shares	$388.0K 15.1K shares
GOLDMAN SACHS GROUP INC Institution	−$510.9K −19.9K shares	$215.5K 8.4K shares
HighTower Advisors, LLC RIA/Wealth	−$504.9K −19.7K shares	$8.0M 310.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IBMO in Q3 2025

New Positions: 8
New Value: $3.0M
Exited Positions: 8
Exited Value: $2.0M

New Positions

Institution	Position Value
H Helen Stephens Group, LLC Institution	$893.7K 34.8K shares
W Wick Capital Partners, LLC RIA/Wealth	$440.9K 17.2K shares
Curbstone Financial Management Corp RIA/Wealth	$400.8K 15.6K shares
Krilogy Financial LLC RIA/Wealth	$357.5K 14.0K shares
F Freestone Capital Holdings, LLC RIA/Wealth	$294.7K 11.5K shares
HORAN Wealth, LLC RIA/Wealth	$216.9K 8.5K shares
Sontag Advisory, LLC RIA/Wealth	$197.7K 7.7K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$159.7K 6.2K shares

Exited Positions

Institution	Previous Position
WRAPMANAGER INC RIA/Wealth	$355.7K 13.9K shares
Rehmann Capital Advisory Group RIA/Wealth	$319.7K 12.5K shares
WJ Wealth Management, LLC RIA/Wealth	$312.1K 12.2K shares
P PARTNERS WEALTH MANAGEMENT, LLC Institution	$293.4K 11.5K shares
Precision Wealth Strategies, LLC RIA/Wealth	$262.0K 10.2K shares
Patten Group, Inc. RIA/Wealth	$233.5K 9.1K shares
Baltimore-Washington Financial Advisors, Inc. RIA/Wealth	$209.6K 8.2K shares
C COMERICA BANK Institution	$21.4K 836.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IBMO as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IBMO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Praetorian Wealth Management, Inc. RIA/Wealth	Richard Alan Hewitt President	1.24% $6.0M	234.3K shares	Q2 2020 Held for 5y 5m	$485.7M
Covington Investment Advisors Inc. RIA/Wealth	Patrick R. Wallace President	1.06% $8.0M	309.8K shares	Q1 2023 Held for 2y 8m	$746.9M
SONATA CAPITAL GROUP INC RIA/Wealth	David Franklin Hill Managing Partner	0.97% $2.5M	95.7K shares	Q1 2024 Held for 1y 8m	$254.2M
Kathmere Capital Management, LLC RIA/Wealth	Michael P Mcdermott President	0.86% $12.2M	473.8K shares	Q3 2023 Held for 2y 2m	$1.4B
Paradiem, LLC RIA/Wealth	Eric Lee Dunavant President	0.81% $3.5M	135.8K shares	Q1 2024 Held for 1y 8m	$428.9M
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth	Gregory Michael Herman President	0.76% $11.9M	464.1K shares	Q3 2022 Held for 3y 2m	$1.6B
Atwater Malick LLC RIA/Wealth	Matthew Charles Malick Managing Partner	0.74% $2.5M	98.8K shares	Q3 2022 Held for 3y 2m	$344.4M
PSI Advisors, LLC RIA/Wealth	Gregory Cyril Staub CIO	0.69% $2.7M	103.3K shares	Q2 2024 Held for 1y 5m	$384.6M
MOSELEY INVESTMENT MANAGEMENT INC RIA/Wealth	Ryan Thomas Moseley President	0.65% $2.1M	82.9K shares	Q3 2024 Held for 1y 2m	$328.6M
1 10Elms LLP RIA/Wealth	Ryan William Kruger Managing Partner	0.64% $624.7K	24.3K shares	Q4 2024 Held for 11 months	$96.9M

Hedge Fund Spotlight

Discover hedge funds investing in IBMO

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares iBonds Dec 2026 Term Muni Bond

Market Value: $308.8K
Shares Held: 12.0K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%