iShares iBonds Dec 2029 Term Muni Bond
IBMR • BATS
iShares iBonds Dec 2029 Term Muni Bond is an exchange-traded fund on BATS. As of Q3 2025, 113 institutional investors hold shares in this ETF, with total holdings valued at $240.2M. Hartland & Co., LLC is the largest holder with a position valued at $23.0M.
Overview
Overview of institutional ownership in IBMR as of Q3 2025
All Institutions
- Institutions
- 113
- Value Held
- $240.2M
- Shares Held
- 9.4M
- Avg Position
- $2.1M
- Median Position
- $787.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $755.9K
- Shares Held
- 29.6K
- Avg Position
- $755.9K
- Median Position
- $755.9K
Biggest Investors
Institutions with the largest positions in IBMR as of Q3 2025
| Institution | Position Value |
|---|---|
 Hartland & Co., LLC RIA/Wealth | $23.0M 0.34% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $21.0M 0.04% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $18.2M 0.02% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $14.6M 0.00% of portfolio |
 Vishria Bird Financial Group, LLC RIA/Wealth | $9.8M 1.96% of portfolio |
 US BANCORP \DE\ Institution | $8.6M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $8.3M 0.00% of portfolio |
 UBS Group AG Institution | $8.0M 0.00% of portfolio |
 Kathmere Capital Management, LLC RIA/Wealth | $7.1M 0.51% of portfolio |
 LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | $6.7M 0.42% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBMR in Q3 2025
- Traded
- +$21.6M
- Buyers
- 74
- Sellers
- 25
- Total Bought
- +$44.9M
- Total Sold
- −$23.3M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Vishria Bird Financial Group, LLC RIA/Wealth | +$9.4M +366.8K shares |
 SPRENG CAPITAL MANAGEMENT, INC. RIA/Wealth | +$6.1M +260.8K shares |
 Summit Financial, LLC RIA/Wealth | +$3.9M +151.6K shares |
WELLS FARGO & COMPANY/MN Institution | +$3.0M +118.1K shares |
US BANCORP \DE\ Institution | +$2.1M +82.8K shares |
H Hills Bank & Trust Co Institution | +$2.1M +80.8K shares |
BANK OF AMERICA CORP /DE/ Institution | +$1.5M +57.2K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$1.5M +57.0K shares |
 Quantum Financial Advisors, LLC RIA/Wealth | +$1.1M +43.1K shares |
C CLS Investments, LLC Institution | +$1.1M +43.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$16.8M −659.6K shares |
J JANE STREET GROUP, LLC Institution | −$1.8M −71.7K shares |
C Colony Group, LLC Institution | −$1.2M −47.4K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | −$591.5K −23.4K shares |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | −$539.3K −21.5K shares |
HighTower Advisors, LLC RIA/Wealth | −$493.8K −19.3K shares |
 WRAPMANAGER INC RIA/Wealth | −$356.9K −14.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$319.8K −12.5K shares |
 Precision Wealth Strategies, LLC RIA/Wealth | −$257.7K −10.2K shares |
 Sound View Wealth Advisors Group, LLC RIA/Wealth | −$244.3K −9.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBMR in Q3 2025
- New Positions
- 12
- New Value
- $14.2M
- Exited Positions
- 6
- Exited Value
- $4.7M
New Positions
| Institution | Position Value |
|---|---|
SPRENG CAPITAL MANAGEMENT, INC. RIA/Wealth | $6.1M 260.8K shares |
Summit Financial, LLC RIA/Wealth | $3.9M 151.6K shares |
C CLS Investments, LLC Institution | $1.1M 43.0K shares |
H Helen Stephens Group, LLC Institution | $897.7K 35.2K shares |
 Creative Planning RIA/Wealth | $504.0K 19.7K shares |
 MEMBERS WEALTH LLC RIA/Wealth | $464.6K 18.2K shares |
F Financial Engines Advisors L.L.C. Institution | $358.6K 14.0K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $298.7K 11.7K shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | $294.0K 11.5K shares |
$211.9K 8.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.8M 71.7K shares |
C Colony Group, LLC Institution | $1.2M 47.4K shares |
PFG Private Wealth Management, LLC RIA/Wealth | $591.5K 23.4K shares |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | $539.3K 21.5K shares |
WRAPMANAGER INC RIA/Wealth | $356.9K 14.1K shares |
Precision Wealth Strategies, LLC RIA/Wealth | $257.7K 10.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in IBMR 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 IBMR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SPRENG CAPITAL MANAGEMENT, INC. RIA/Wealth | 2.51% $6.1M |
Vishria Bird Financial Group, LLC RIA/Wealth | 1.96% $9.8M |
 Praetorian Wealth Management, Inc. RIA/Wealth | 0.92% $4.5M |
 Cypress Point Wealth Management, LLC RIA/Wealth | 0.62% $3.1M |
1 10Elms LLP RIA/Wealth | 0.54% $520.8K |
 Envision Financial Planning, LLC RIA/Wealth | 0.51% $1.2M |
Kathmere Capital Management, LLC RIA/Wealth | 0.51% $7.1M |
 Granite Harbor Advisors, Inc. RIA/Wealth | 0.45% $1.1M |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | 0.42% $6.7M |
F FF Advisors,LLC Institution | 0.38% $796.9K |
Hedge Fund Spotlight
Discover hedge funds investing in IBMR
E
ELEQUIN CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerPeter German Gutierrez
- Portfolio Value
- $864.9M
- Positions
- 104
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares iBonds Dec 2029 Term Muni Bond
- Market Value
- $755.9K
- Shares Held
- 29.6K
- Portfolio Weight
- 0.09%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
