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iShares iBonds Dec 2027 Term Muni Bond ETF

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: 153165 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$1.57M +$176K +6,978 +13%
ST
52
Spinnaker Trust
Maine
$1.49M +$66.8K +2,650 +5%
SPA
53
Sentinel Pension Advisors
Massachusetts
$1.47M +$10.7K +423 +0.7%
PFM
54
Phillips Financial Management
Indiana
$1.44M +$247K +9,819 +21%
Goldman Sachs
55
Goldman Sachs
New York
$1.35M +$1.06M +41,885 +366%
WWM
56
WJ Wealth Management
Arizona
$1.34M +$353K +14,000 +36%
RAG
57
RIA Advisory Group
Iowa
$1.32M +$95.7K +3,799 +8%
SWMG
58
Signature Wealth Management Group
Georgia
$1.32M +$10.2K +406 +0.8%
RFC
59
Regions Financial Corp
Alabama
$1.3M +$39.2K +1,554 +3%
AUB
60
Atlantic Union Bankshares
Virginia
$1.29M +$1.28M +50,995 New
Deutsche Bank
61
Deutsche Bank
Germany
$1.24M +$738K +29,280 +148%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$193K +7,671 +20%
GHA
63
Granite Harbor Advisors
Texas
$1.15M -$108K -4,290 -9%
BSAM
64
Blue Square Asset Management
New York
$1.14M -$22.7K -902 -2%
EPW
65
Evergreen Private Wealth
Colorado
$1.13M -$21.3K -845 -2%
PA
66
Prism Advisors
California
$1.13M
SPIA
67
Steward Partners Investment Advisory
New York
$1.08M -$63.7K -2,527 -6%
BEI
68
Benjamin Edwards Inc
Missouri
$1.07M -$36.7K -1,456 -3%
MWM
69
Modern Wealth Management
Kansas
$1.04M +$177K +7,028 +21%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.03M +$208K +8,272 +26%
CIM
71
Confluence Investment Management
Missouri
$1.01M -$18.5K -736 -2%
SWP
72
Stratos Wealth Partners
Ohio
$969K -$250K -9,925 -21%
IA
73
IFP Advisors
Florida
$884K +$97.6K +3,874 +12%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$816K +$1.24K +49 +0.2%
GWMR
75
GC Wealth Management RIA
Massachusetts
$795K -$16.5K -654 -2%

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.