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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
CFS
126
Commonwealth Financial Services
West Virginia
$260K -$11.1K -440 -4%
SWA
127
Sightline Wealth Advisors
Connecticut
$256K +$1.54K +61 +0.6%
ASN
128
Advisory Services Network
Georgia
$254K – – –
PWS
129
Peloton Wealth Strategists
Indiana
$254K – – –
Baird Financial Group
130
Baird Financial Group
Wisconsin
$254K – – –
NG
131
Novem Group
New York
$253K +$1.51K +60 +0.6%
C1AG
132
Client 1st Advisory Group
Florida
$252K – – –
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$250K +$248K +9,849 New
AF
134
Arrow Financial
New York
$241K – – –
LPT
135
Legacy Private Trust
Wisconsin
$238K – – –
KPWS
136
Kestra Private Wealth Services
Texas
$229K +$228K +9,031 New
PSIWM
137
Paradigm Strategies in Wealth Management
Minnesota
$224K +$223K +8,838 New
AWE
138
Avidian Wealth Enterprises
Texas
$219K +$218K +8,656 New
SB
139
Strategic Blueprint
Georgia
$219K +$218K +8,633 New
HS
140
Horan Securities
United States
$217K – – –
FNT
141
First National Trust
Pennsylvania
$211K +$210K +8,319 New
AWP
142
Accretive Wealth Partners
New Jersey
$209K +$208K +8,252 New
S
143
SignatureFD
Georgia
$206K – – –
CPIA
144
Cornell Pochily Investment Advisors
New York
$204K +$203K +8,040 New
PIM
145
Penobscot Investment Management
Massachusetts
$203K +$202K +8,000 New
HFS
146
Hughes Financial Services
Virginia
$192K +$10.3K +409 +6%
VNA
147
Valley National Advisers
Pennsylvania
$175K +$174K +6,923 New
AIP
148
Ameritas Investment Partners
Nebraska
$166K +$76 +3 +0%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$127K -$50.4K -2,000 -29%
CT
150
Coastline Trust
Rhode Island
$120K – – –
3 4 5
6
7

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.