IBMRiShares iBonds Dec 2029 Term Muni Bond ETF$25.11+0.06%
incl. div.
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.
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
Holders:48
Total Value:$71,138,147
Total Shares:2,876,594
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 48 13F filers
· Δ vs Jun 30, 2026
Top Holder
12.9%
+1.4 pts
Top 5
49.6%
+11.8 pts
Top 10
68.7%
+18.0 pts
HHI
638
Broadly held+219
Who Holds IBMR
Last 8 quarters through Sep 30, 2026 (filing window open)
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter:
144 filers,
like-for-like change +8.1%; actively managed books +8.1%; index-like books +8.0%.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
65.0%
97
+9.6%
18
4
Bank
19.9%
7
+8.3%
1
1
Broker-dealer
1.9%
1
+13.7%
0
0
Benefit plan
0.5%
1
+32.5%
0
0
Holding company
1.6%
4
+9.8%
0
0
Unknown
11.1%
34
-1.8%
6
5
Style
Share
Filers
Change
New
Exited
Index-like
1.3%
2
+8.0%
0
0
Systematic-like
0.2%
1
new
1
0
Concentrated
32.0%
56
+7.9%
8
5
Diversified active
66.5%
85
+8.0%
16
5
Not measured
0.0%
0
—
0
0
Unknown
0.0%
0
—
0
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
90.6%
121
+8.8%
17
5
Medium turnover
4.1%
11
+16.4%
5
3
High turnover
3.1%
3
-17.4%
2
2
Unknown
2.2%
9
+24.5%
1
0
Not measured
0.0%
0
—
0
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
2.1%
6
+56.6%
2
0
Medium horizon
8.1%
23
+24.7%
8
1
Long horizon
89.7%
112
+7.1%
12
7
Unknown
0.2%
3
-73.5%
3
2
Not measured
0.0%
0
—
0
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
17.9%
54
+17.5%
13
4
$1B to $10B
20.9%
48
+9.8%
8
1
$10B to $100B
30.4%
25
+4.1%
3
3
$100B or more
30.8%
17
+6.5%
1
2
Not measured
0.0%
0
—
0
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
63.7%
91
+8.8%
15
4
Pooled investment vehicles
0.5%
2
new
2
0
Pension and profit sharing plans
0.6%
3
+15.5%
1
0
Diversified
0.2%
1
0.0%
0
0
Other investment advisers
0.0%
0
—
0
0
Unknown
35.0%
47
+5.5%
7
6
Private funds
Share
Filers
Change
New
Exited
Hedge funds
4.5%
8
+12.6%
2
0
Private equity funds
7.4%
4
+0.8%
1
1
Venture capital funds
0.8%
1
new
1
0
Real estate funds
0.9%
1
+0.9%
0
0
Other private funds
8.7%
7
+4.2%
1
0
Mixed private funds
0.0%
0
—
0
0
Private funds, type not stated
0.0%
1
new
1
0
No private funds
42.7%
75
+10.4%
12
3
Unknown
35.0%
47
+5.5%
7
6
Location
Share
Filers
Change
New
Exited
United States
97.7%
142
+8.3%
25
10
Outside the US
2.3%
2
+3.0%
0
0
The Sep 30, 2026 filing window is still open, so its
bar shows only the filers that have filed so far.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 2 holders with no observed 2026-03-31 13F and 3 holders with no observed 2026-06-30 13F.
Conviction and Crowding
144 13F filers, quarter ended Jun 30, 2026
Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts
filers with high turnover or that advise private funds on Form ADV.
Conviction holders
144
100.0% of filers hold it in their top 10
Mar 31, 2026: 130
Holders above 5%
0
median weight 0.028%
Mar 31, 2026: 0
Crowding
—
shares outstanding is an issuer-wide count, not one listing's
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
shares outstanding is an issuer-wide count, not one listing's
Top 10 holders
50.7%
of 13F shares, Herfindahl 0.042
Active holders
+8.1%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held itvalue-weighted 7.2 quarters
Under 1 year 17.4%1 to 3 years 81.7%3 years or more 0.876%Since coverage start 0.000%
Managers in the top fifth by current three-year FundScore alpha were net
buyers of $0
(0 buying, 0 selling).
Quarterly Activity
vs Jun 30, 2026
New
10
Increased
17
Decreased
12
Sold Out
4
Unchanged
9
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
