ISHARES IBONDS DEC 2031 MUNI (IBMT) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS DEC 2031 MUNI (IBMT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 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, Focus Partners Wealth, Bank Of America Corp, Us Bancorp \De\, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | Buy | +136,660 | +40.0% | 478,497 | $12.35M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,919 | +29.5% | 17,191 | $443.52K | Q2 2026 | Aug 18, 2026 |
| Bank Of America Corp | Buy | +45,498 | +40.7% | 157,299 | $4.06M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +30,656 | — | 30,656 | $790.92K | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Buy | +12,232 | +14.4% | 97,400 | $2.51M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +11,869 | — | 11,869 | $306.21K | Q2 2026 | Aug 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | Buy | +4,000 | +23.5% | 21,000 | $541.80K | Q2 2026 | Aug 14, 2026 |
| 10Elms Llp | Buy | +3,400 | +3400.0% | 3,500 | $90.30K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +472 | — | 472 | $12.16K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +400 | +2.4% | 17,066 | $440.30K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +30,189 | +1191.4% | 32,723 | $844.25K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +972 | +15.4% | 7,284 | $187.93K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +109 | +0.5% | 23,789 | $613.75K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +100,855 | — | 100,855 | $2.60M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +44,900 | +24.9% | 224,997 | $5.80M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -40,849 | -83.1% | 8,303 | $214.22K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +40,334 | — | 40,334 | $1.04M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,825 | — | 1,825 | $47.07K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +1,241 | +5.8% | 22,637 | $584.04K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +21 | +0.6% | 3,421 | $88.26K | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | Buy | +989 | +2.8% | 36,223 | $934.55K | Q2 2026 | Aug 11, 2026 |
| Droms Strauss Advisors Inc | Buy | +7,804 | +47.2% | 24,350 | $628.23K | Q2 2026 | Aug 10, 2026 |
| Lbmc Investment Advisors, Llc | Buy | +6,064 | +4.8% | 132,100 | $3.41M | Q2 2026 | Aug 10, 2026 |
| Addison Advisors Llc | Buy | +1,865 | +58.2% | 5,070 | $130.81K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +9,846 | +66.5% | 24,649 | $635.93K | Q2 2026 | Aug 07, 2026 |
| Midfirst Bank | Buy | +2,070 | +207.0% | 3,070 | $79.21K | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | Buy | +1,713 | +5.8% | 31,144 | $803.51K | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisors, Llc | Sell | -455 | -4.4% | 9,807 | $253.03K | Q2 2026 | Aug 06, 2026 |
| Ellis Investment Partners, Llc | Buy | +18 | +0.0% | 71,293 | $1.84M | Q2 2026 | Aug 05, 2026 |
| Spinnaker Trust | Buy | +9,668 | +35.9% | 36,631 | $945.08K | Q2 2026 | Aug 03, 2026 |
Frequently asked questions about IBMT activity
Which institutional owners are buying IBMT?
Institutional owners buying IBMT 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 IBMT activity?
"Buy" means an investor increased their reported position in IBMT compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2031 MUNI (IBMT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBMT increasing?
Institutional interest in IBMT 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.