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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
IBMP
153 hedge funds and large institutions have $450M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
61% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 41
5% more funds holding
Funds holding: 146 → 153 (+7)
1% more capital invested
Capital invested by funds: $445M → $450M (+$4.37M)
2.05% less ownership
Funds ownership: 89.46% → 87.41% (-2.1%)
Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
66
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$4.62M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.16M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$3.45M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.89M |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$1.12M |
Top Sellers
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$8.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.26M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.26M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.85M |
| 5 |
Morgan Stanley
New York
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
151
Stephens Consulting
Flint,
Michigan
| $7.94K | – | – | – |
|
152
BlackRock
New York
| $3.77K | – | – | – |
|
|
CT
153
Caldwell Trust
Venice,
Florida
| $1.11K | – | – | – |
|
154
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$500K | -19,880 | Closed |
|
|
PAG
155
Private Advisor Group
Morristown,
New Jersey
| – | -$228K | -9,085 | Closed |
|
|
OAJ
156
Ogorek Anthony Joseph
Williamsville,
New York
| – | -$19K | -756 | Closed |
|
|
AP
157
Aspect Partners
Fairfax,
Virginia
| – | -$8.07K | -321 | Closed |
|
|
KIM
158
Kestra Investment Management
Austin,
Texas
| – | -$3.72K | -148 | Closed |
|