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iShares iBonds Dec 2027 Term Muni Bond ETF

187 hedge funds and large institutions have $534M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

111% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 38

4% more funds holding

Funds holding: 179187 (+8)

4% more capital invested

Capital invested by funds: $512M → $534M (+$21.9M)

0.27% less ownership

Funds ownership: 86.56%86.29% (-0.27%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
80
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$60M +$1.94M +76,343 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$44.5M -$7.27M -285,374 -14%
Wells Fargo
3
Wells Fargo
California
$26.5M -$1.01M -39,767 -4%
HighTower Advisors
4
HighTower Advisors
Illinois
$25.1M +$439K +17,239 +2%
CA
5
Clearstead Advisors
Ohio
$24.8M +$503K +19,752 +2%
US Bancorp
6
US Bancorp
Minnesota
$17.7M -$535K -21,016 -3%
HWA
7
Heartwood Wealth Advisors
Virginia
$16.2M -$3.34M -131,368 -17%
LIA
8
LBMC Investment Advisors
Tennessee
$14.4M +$740K +29,083 +5%
Lido Advisors
9
Lido Advisors
California
$14.3M +$4.9M +192,595 +52%
LPL Financial
10
LPL Financial
California
$12.5M +$297K +11,682 +2%
NA
11
NewEdge Advisors
Louisiana
$12.4M +$22K +863 +0.2%
HBT
12
Hills Bank & Trust
Iowa
$11.3M +$174K +6,853 +2%
KCM
13
Kathmere Capital Management
Pennsylvania
$10.3M -$141K -5,538 -1%
Morgan Stanley
14
Morgan Stanley
New York
$9.98M -$4.9M -192,655 -33%
UBS Group
15
UBS Group
Switzerland
$9.56M +$584K +22,921 +6%
CIA
16
Covington Investment Advisors
Pennsylvania
$9.43M +$89.1K +3,500 +1%
MGIA
17
Matthew Goff Investment Advisor
Texas
$7.53M +$7.91M +310,824 New
PWM
18
Praetorian Wealth Management
California
$7.35M +$739K +29,029 +11%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.07M +$1.75M +68,618 +33%
P
20
Paradiem
Louisiana
$6.32M +$2.24M +88,060 +55%
HCM
21
Howland Capital Management
Massachusetts
$6.18M +$62.9K +2,470 +1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.27M +$81.8K +3,215 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.12M +$4.5M +176,893 +731%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$5.08M -$1.8M -70,691 -26%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$5.04M +$380K +14,929 +8%

IBMP Hedge Fund Activity: Q1 2026 in Review

187 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2026, worth a combined $534M — up 4.3% from $512M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMP positions and 8 closed out — a net gain of 11 holders — while 80 added to existing stakes and 38 trimmed.

The largest buyer was Matthew Goff Investment Advisor, opening a new position worth an estimated $7.91M. The largest seller was Mercer Global Advisors, cutting an estimated $7.27M.

  • 187 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2026, up from 179 in Q4 2025.
  • Funds reported $534M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2026 and 8 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2026 was Matthew Goff Investment Advisor, an estimated $7.91M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2026 was Mercer Global Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q1 2026.