IBMR · iShares iBonds Dec 2029 Term Muni Bond ETF ETF
$25.18
-0.01 (-0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $890,782
Total Shares: 35,084
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2024Top Holder
75.6%
+14.1 pts
Top 5
100.0%
+11.6 pts
Top 10
100.0%
+1.3 pts
HHI
6,313
Highly concentrated+2,318
Quarterly Activity
vs Mar 31, 2024
New
2
Increased
0
Decreased
0
Sold Out
12
Unchanged
0
Holder count:
-10
Institutional value:
-91.6%
Shares held:
-91.7%
Top New Positions
vs Mar 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 26,531 | $673,622 | |
| Small HORAN Wealth, LLC | 8,553 | $217,160 |
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Gateway Advisory, LLC | 259,549 | $6,552,314 | |
| Mid Snowden Capital Advisors LLC | 31,000 | $782,595 | |
| Large Rockefeller Capital Management L.P. | 30,558 | $771,436 | |
| Large Cetera Investment Advisers | 28,396 | $716,857 | |
| Mega BANK OF AMERICA CORP /DE/ | 23,328 | $588,915 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IBMR | $673,622 | 75.62% | 26,531 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC IBMR | $217,160 | 24.38% | 8,553 | Shares | 2026-08-26 |