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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

165 hedge funds and large institutions have $479M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 40

8% more funds holding

Funds holding: 153 → 165 (+12)

7% more capital invested

Capital invested by funds: $450M → $479M (+$29.3M)

0.94% less ownership

Funds ownership: 87.41% → 86.47% (-0.94%)

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
72
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.5M
2
Jane Street
Jane Street
New York
+$4.4M
3
Morgan Stanley
Morgan Stanley
New York
+$4.08M
4
Bank of America
Bank of America
North Carolina
+$3.73M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
-$3.86M
2
Raymond James Financial
Raymond James Financial
Florida
-$3.09M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.57M
4
Ameriprise
Ameriprise
Minnesota
-$1.4M
5
SWM
Spire Wealth Management
Virginia
-$912K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$4.52M +$88.3K +3,506 +2%
P
27
Paradiem
Louisiana
$4.07M – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.98M +$371K +14,709 +10%
CTC
29
Central Trust Company
Missouri
$3.94M +$46.1K +1,831 +1%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$3.93M +$831K +32,995 +27%
QFA
31
Quantum Financial Advisors
California
$3.61M +$115K +4,570 +3%
Stifel Financial
32
Stifel Financial
Missouri
$3.33M +$75.6K +2,999 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.06M +$249K +9,873 +9%
CWP
34
Cyndeo Wealth Partners
Florida
$2.98M -$269K -10,695 -8%
UCFA
35
United Capital Financial Advisors
Texas
$2.78M -$6.7K -266 -0.2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.61M -$7.05K -280 -0.3%
PP
37
Postrock Partners
Oregon
$2.45M +$93.9K +3,728 +4%
SWM
38
Spire Wealth Management
Virginia
$2.39M -$912K -36,190 -28%
SCG
39
Sonata Capital Group
Washington
$2.35M – – –
Ameriprise
40
Ameriprise
Minnesota
$2.34M -$1.4M -55,609 -38%
CCM
41
Coldstream Capital Management
Washington
$2.19M – – –
GT
42
Glenview Trust
Kentucky
$2.11M – – –
AM
43
Atwater Malick
Pennsylvania
$2.03M +$79.7K +3,163 +4%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.97M +$158K +6,275 +9%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$1.77M +$662K +26,268 +60%
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.75M -$50.3K -1,996 -3%
VA
47
Valmark Advisers
Ohio
$1.64M +$127K +5,035 +8%
EFP
48
Envision Financial Planning
Tennessee
$1.63M -$178K -7,064 -10%
SA
49
Sanctuary Advisors
Indiana
$1.61M +$949K +37,666 +146%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$1.58M +$50.1K +1,988 +3%
1
2
3 4 5

IBMP Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q2 2025, worth a combined $479M — up 6.5% from $450M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBMP positions and 5 closed out — a net gain of 15 holders — while 72 added to existing stakes and 40 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.5M. The largest seller was Kathmere Capital Management, cutting an estimated $3.86M.

  • 165 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q2 2025, up from 153 in Q1 2025.
  • Funds reported $479M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q2 2025 and 5 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q2 2025 was Wells Fargo, an estimated $5.5M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q2 2025 was Kathmere Capital Management, an estimated $3.86M sold.

Based on aggregated 13F filings for Q2 2025.