ISHARESIBONDDEC2030MUNIBDETF (IBMS) Institutional Ownership Changes & 13F Activity
ISHARESIBONDDEC2030MUNIBDETF (IBMS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Bank Of America Corp, Us Bancorp \De\, Envestnet Asset Management Inc, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -252,630 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -11,242 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -7,757 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Sell | -1,773,721 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -18,742 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -175,941 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -367,091 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -218,763 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -209,528 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -155,512 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -79,784 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -55,850 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | Sell | -42,500 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -22,125 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wick Capital Partners, Llc | Sell | -13,258 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -13,215 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Sell | -10,756 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| 10Elms Llp | Sell | -7,820 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -7,787 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -4,435 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -103,453 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -95,919 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -36,316 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Sell | -30,782 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -8,514 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Sell | -7,902 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -3,080 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Us Bancorp \De\ | Sell | -310,037 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -151,475 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -111,520 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
Frequently asked questions about IBMS activity
Which institutional owners are buying IBMS?
Institutional owners buying IBMS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBMS activity?
"Buy" means an investor increased their reported position in IBMS compared to the prior reporting period. This reflects growing exposure to ISHARESIBONDDEC2030MUNIBDETF (IBMS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBMS increasing?
Institutional interest in IBMS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.