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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
PGAM
151
Princeton Global Asset Management
New Jersey
$100K
GEA
152
Glen Eagle Advisors
New Jersey
$69.1K
PS
153
Principal Securities
Iowa
$59.8K -$2.54K -101 -4%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$57.2K
ACA
155
American Capital Advisory
Idaho
$56.6K
ADL
156
Asset Dedication LLC
California
$51.1K
HIA
157
Harbor Investment Advisory
Maryland
$28.3K -$35.5K -1,409 -56%
RWM
158
Rialto Wealth Management
New York
$24.4K
AA
159
Addison Advisors
Vermont
$23.1K +$22.9K +910 New
AF
160
Allworth Financial
California
$20.6K
Fidelity Investments
161
Fidelity Investments
Massachusetts
$16.5K -$192K -7,602 -92%
SC
162
Stephens Consulting
Michigan
$7.96K
BlackRock
163
BlackRock
New York
$3.8K +$25 +1 +0.7%
JWA
164
JFS Wealth Advisors
Pennsylvania
$2.61K +$2.6K +103 New
CT
165
Caldwell Trust
Florida
$1.11K
CA
166
Crumly & Associates
Illinois
-$552K -21,854 Closed
KAS
167
Kestra Advisory Services
Texas
-$386K -15,280 Closed
GSIAS
168
Garden State Investment Advisory Services
New Jersey
-$272K -10,751 Closed
AA
169
ArborFi Advisors
Michigan
-$216K -8,554 Closed
PA
170
PSI Advisors
Florida
-$68.3K -2,700 Closed

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.