IBMS

Isharesibonddec2030munibdetf

+$25.7M

Net Activity

Institutions Holding

102

Popularity Rank

#4401

Avg Weight

0.12%

Total Value

$220.4M

Ownership Trend

102 institutions currently hold IBMS, with 74 net buyers and 16 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

16

Net Buying Institutions

74

Key Holders

Key Holders

Top 5 by Value

MG
Mercer Global Advisors INC /adv
$45.3M
CA
Clearstead Advisors, LLC
$23.2M
KC
Kathmere Capital Management, LLC
$12.7M
HA
HighTower Advisors, LLC
$9.2M
UB
US Bancorp \de\
$7.9M

Top 5 by Conviction

NA
Nestegg Advisors, INC.
1.36%
PW
Praetorian Wealth Management, Inc.
1.05%
MI
Moseley Investment Management INC
0.94%
KC
Kathmere Capital Management, LLC
0.78%
AW
Argo Wealth Advisory, LLC
0.76%
View all 102 holding institutions

Quarterly Activity

Recent Activity

+$146.6M

Total Buy Value

$83.9M

Total Sell Value

New buy21
Trim11
Add53
Sold out5

74

Net Buyers

16

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARESIBONDDEC2030MUNIBDETF (IBMS)?
Major stakeholders currently include Mercer Global Advisors INC /adv ($45.3M), Clearstead Advisors, LLC ($23.2M), Kathmere Capital Management, LLC ($12.7M). Based on the latest 13F filings, there are a total of 102 tracked investment funds and institutions maintaining positions in IBMS.
What is the overall institutional sentiment toward IBMS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $25.7M, driven by 74 managers accumulating shares while 16 reduced their exposure.
Which institutions have been selling or reducing their IBMS positions?
In the latest period, 11 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $83.9M.
Are there any notable investors adding IBMS to their portfolios?
Yes, buying activity remains notable. 21 institutions opened new positions in {ticker}, and 53 existing holders added to their shares. The total reported buy value for the quarter amounted to $146.6M.

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