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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
SWA
101
Sax Wealth Advisors
New Jersey
$383K +$380K +15,089 New
PCH
102
PGIM Custom Harvest
New Jersey
$377K -$5.49K -218 -1%
JIR
103
James Investment Research
Ohio
$373K
Mariner
104
Mariner
Kansas
$370K
DSA
105
Droms Strauss Advisors
Missouri
$362K +$24.2K +960 +7%
WCM
106
WealthBridge Capital Management
Ohio
$359K +$19.6K +778 +6%
SMC
107
Smith, Moore & Co
Missouri
$355K +$148K +5,861 +72%
WI
108
WrapManager Inc
California
$355K -$16K -634 -4%
ECM
109
Exchange Capital Management
Michigan
$354K -$26.1K -1,035 -7%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$353K -$56.2K -2,229 -14%
RCA
111
Resonant Capital Advisors
Wisconsin
$353K
TC
112
Trust Company
Kansas
$350K -$25 -1 -0%
PCIA
113
Prime Capital Investment Advisors
Kansas
$344K -$30.5K -1,211 -8%
PTC
114
Private Trust Company
Ohio
$339K +$55.2K +2,192 +20%
PAG
115
Private Advisor Group
New Jersey
$335K +$333K +13,221 New
APP
116
Avantax Planning Partners
Iowa
$331K -$2.6K -103 -0.8%
TA
117
TPG Advisors
Illinois
$306K
ACS
118
Archford Capital Strategies
Illinois
$305K +$14.8K +587 +5%
CCA
119
Cora Capital Advisors
New Jersey
$304K
PPWM
120
PFG Private Wealth Management
Florida
$295K -$9.3K -369 -3%
PWM
121
Partners Wealth Management
California
$293K
MA
122
MONECO Advisors
Connecticut
$277K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$270K +$268K +10,631 New
PWS
124
Precision Wealth Strategies
Missouri
$264K +$262K +10,417 New
RCAG
125
Rehmann Capital Advisory Group
Michigan
$261K

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.