I
iShares iBonds Dec 2030 Term Muni Bond
IBMS • BATS
iShares iBonds Dec 2030 Term Muni Bond is an exchange-traded fund on BATS. As of Q3 2025, 70 institutional investors hold shares in this ETF, with total holdings valued at $107.0M. MERCER GLOBAL ADVISORS INC /ADV is the largest holder with a position valued at $20.6M.
Overview
Overview of institutional ownership in IBMS as of Q3 2025
All Institutions
- Institutions
- 70
- Value Held
- $107.0M
- Shares Held
- 4.1M
- Avg Position
- $1.5M
- Median Position
- $465.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.3M
- Shares Held
- 48.3K
- Avg Position
- $1.3M
- Median Position
- $1.3M
Biggest Investors
Institutions with the largest positions in IBMS as of Q3 2025
| Institution | Position Value |
|---|---|
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $20.6M 0.03% of portfolio |
 Hartland & Co., LLC RIA/Wealth | $11.3M 0.17% of portfolio |
 Vishria Bird Financial Group, LLC RIA/Wealth | $10.4M 2.09% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $6.2M 0.01% of portfolio |
 US BANCORP \DE\ Institution | $5.7M 0.01% of portfolio |
 Summit Financial, LLC RIA/Wealth | $3.4M 0.05% of portfolio |
 Praetorian Wealth Management, Inc. RIA/Wealth | $3.2M 0.66% of portfolio |
 COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | $3.2M 0.04% of portfolio |
 NESTEGG ADVISORS, INC. RIA/Wealth | $3.0M 2.71% of portfolio |
 MOSELEY INVESTMENT MANAGEMENT INC RIA/Wealth | $3.0M 0.91% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBMS in Q3 2025
- Traded
- +$44.3M
- Buyers
- 54
- Sellers
- 10
- Total Bought
- +$49.5M
- Total Sold
- −$5.3M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Hartland & Co., LLC RIA/Wealth | +$11.3M +433.6K shares |
Vishria Bird Financial Group, LLC RIA/Wealth | +$10.0M +383.7K shares |
HighTower Advisors, LLC RIA/Wealth | +$4.6M +176.0K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$4.0M +154.3K shares |
Summit Financial, LLC RIA/Wealth | +$3.4M +128.7K shares |
 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | +$1.3M +51.1K shares |
 LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | +$1.3M +50.2K shares |
US BANCORP \DE\ Institution | +$1.0M +39.4K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | +$981.6K +37.6K shares |
H Helen Stephens Group, LLC Institution | +$900.7K +34.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$2.9M −113.1K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | −$590.5K −23.0K shares |
 JPMORGAN CHASE & CO Institution | −$572.7K −22.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$404.0K −15.7K shares |
 WRAPMANAGER INC RIA/Wealth | −$355.5K −13.9K shares |
 Stratos Wealth Advisors, LLC RIA/Wealth | −$215.2K −8.4K shares |
NESTEGG ADVISORS, INC. RIA/Wealth | −$112.1K −4.3K shares |
M MASSMUTUAL TRUST CO FSB/ADV Institution | −$52.6K −2.0K shares |
 Cetera Investment Advisers RIA/Wealth | −$44.4K −1.7K shares |
 Signature Wealth Management Group RIA/Wealth | −$1.9K −72.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBMS in Q3 2025
- New Positions
- 16
- New Value
- $8.9M
- Exited Positions
- 6
- Exited Value
- $5.0M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $3.4M 128.7K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $981.6K 37.6K shares |
H Helen Stephens Group, LLC Institution | $900.7K 34.5K shares |
C CLS Investments, LLC Institution | $793.4K 30.4K shares |
 BLUE SQUARE ASSET MANAGEMENT, LLC Digital Asset Manager | $598.6K 23.0K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | $553.7K 21.2K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $298.1K 11.4K shares |
 UBS Group AG Institution | $294.2K 11.3K shares |
 WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | $290.9K 11.2K shares |
F Financial Engines Advisors L.L.C. Institution | $279.4K 10.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $2.9M 113.1K shares |
PFG Private Wealth Management, LLC RIA/Wealth | $590.5K 23.0K shares |
JPMORGAN CHASE & CO Institution | $572.7K 22.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $404.0K 15.7K shares |
WRAPMANAGER INC RIA/Wealth | $355.5K 13.9K shares |
Stratos Wealth Advisors, LLC RIA/Wealth | $215.2K 8.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in IBMS 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 IBMS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
NESTEGG ADVISORS, INC. RIA/Wealth | 2.71% $3.0M |
Vishria Bird Financial Group, LLC RIA/Wealth | 2.09% $10.4M |
MOSELEY INVESTMENT MANAGEMENT INC RIA/Wealth | 0.91% $3.0M |
Praetorian Wealth Management, Inc. RIA/Wealth | 0.66% $3.2M |
 Quantum Financial Advisors, LLC RIA/Wealth | 0.34% $2.8M |
BLUE SQUARE ASSET MANAGEMENT, LLC Digital Asset Manager | 0.26% $598.6K |
0.23% $365.1K | |
H Helen Stephens Group, LLC Institution | 0.20% $900.7K |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | 0.18% $2.9M |
 Newman Dignan & Sheerar, Inc. RIA/Wealth | 0.17% $808.9K |
Hedge Fund Spotlight
Discover hedge funds investing in IBMS
E
ELEQUIN CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerPeter German Gutierrez
- Portfolio Value
- $864.9M
- Positions
- 104
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares iBonds Dec 2030 Term Muni Bond
- Market Value
- $1.3M
- Shares Held
- 48.3K
- Portfolio Weight
- 0.15%
- Owned Since
- 2025-Q2
| 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% |
