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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
Financial Engines Advisors
76
Financial Engines Advisors
California
$792K +$190K +7,553 +32%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$790K +$138K +5,466 +21%
SCA
78
Snowden Capital Advisors
New York
$786K
LF
79
Lantz Financial
Illinois
$780K +$3K +119 +0.4%
CBT
80
Crews Bank & Trust
Florida
$779K
BPA
81
Beacon Pointe Advisors
California
$771K -$88.8K -3,525 -10%
PA
82
Parallel Advisors
California
$762K +$29.1K +1,156 +4%
FFG
83
Foundry Financial Group
New Hampshire
$729K -$7.99K -317 -1%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$711K +$472K +18,717 +200%
GWCM
85
Godshalk Welsh Capital Management
Pennsylvania
$703K +$365K +14,500 +109%
FAC
86
Financial Advisory Corporation
Michigan
$691K +$687K +27,254 New
Citadel Advisors
87
Citadel Advisors
Florida
$669K +$161K +6,384 +32%
Corient Private Wealth
88
Corient Private Wealth
Florida
$625K -$834K -33,110 -57%
CIAS
89
CFS Investment Advisory Services
New Jersey
$618K -$3.85K -153 -0.6%
1L
90
10Elms LLP
Oklahoma
$541K +$5.04K +200 +0.9%
AssetMark Inc
91
AssetMark Inc
California
$531K +$289K +11,454 +120%
GAM
92
Gould Asset Management
California
$526K +$69.9K +2,775 +15%
MPWT
93
MassMutual Private Wealth & Trust
Connecticut
$495K +$492K +19,539 New
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$486K -$41.8K -1,658 -8%
BCM
95
Brookstone Capital Management
Illinois
$479K +$246K +9,752 +106%
Comerica Bank
96
Comerica Bank
Texas
$465K -$4.03K -160 -0.9%
FAFN
97
First Affirmative Financial Network
Colorado
$463K +$35.8K +1,421 +8%
KA
98
Klingman & Associates
New York
$443K -$59.1K -2,345 -12%
JSA
99
Jim Saulnier & Associates
Colorado
$405K +$2.42K +96 +0.6%
VBFG
100
Vishria Bird Financial Group
Tennessee
$403K +$401K +15,904 New

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.