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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mercer Global Advisors IncBuy+136,660+40.0%478,497$12.35MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+3,919+29.5%17,191$443.52KQ2 2026Aug 18, 2026
Bank Of America CorpBuy+45,498+40.7%157,299$4.06MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+30,656—30,656$790.92KQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+12,232+14.4%97,400$2.51MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+11,869—11,869$306.21KQ2 2026Aug 14, 2026
Godshalk Welsh Capital Management, Inc.Buy+4,000+23.5%21,000$541.80KQ2 2026Aug 14, 2026
10Elms LlpBuy+3,400+3400.0%3,500$90.30KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+472—472$12.16KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+400+2.4%17,066$440.30KQ2 2026Aug 14, 2026
Ubs Group AgBuy+30,189+1191.4%32,723$844.25KQ2 2026Aug 13, 2026
Morgan StanleyBuy+972+15.4%7,284$187.93KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+109+0.5%23,789$613.75KQ2 2026Aug 13, 2026
Focus Partners WealthBuy+100,855—100,855$2.60MQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+44,900+24.9%224,997$5.80MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-40,849-83.1%8,303$214.22KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+40,334—40,334$1.04MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1,825—1,825$47.07KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1,241+5.8%22,637$584.04KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+21+0.6%3,421$88.26KQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+989+2.8%36,223$934.55KQ2 2026Aug 11, 2026
Droms Strauss Advisors IncBuy+7,804+47.2%24,350$628.23KQ2 2026Aug 10, 2026
Lbmc Investment Advisors, LlcBuy+6,064+4.8%132,100$3.41MQ2 2026Aug 10, 2026
Addison Advisors LlcBuy+1,865+58.2%5,070$130.81KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+9,846+66.5%24,649$635.93KQ2 2026Aug 07, 2026
Midfirst BankBuy+2,070+207.0%3,070$79.21KQ2 2026Aug 07, 2026
Valmark Advisers, Inc.Buy+1,713+5.8%31,144$803.51KQ2 2026Aug 06, 2026
Capital Investment Advisors, LlcSell-455-4.4%9,807$253.03KQ2 2026Aug 06, 2026
Ellis Investment Partners, LlcBuy+18+0.0%71,293$1.84MQ2 2026Aug 05, 2026
Spinnaker TrustBuy+9,668+35.9%36,631$945.08KQ2 2026Aug 03, 2026
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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.