IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Overview Fund Activity

99 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 2 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$10.5M
2
DSA
2
Droms Strauss Advisors
Missouri
$1.37M
3
Bank of America
3
Bank of America
North Carolina
$13.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$18.5M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$971K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.69M
2
NA
2
NewEdge Advisors
Louisiana
$4.19M
3
LPT
3
Legacy Private Trust
Wisconsin
$1.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.74M
5
Wells Fargo
5
Wells Fargo
California
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.2M 766,008 +24,159 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$18.5M 736,453 +43,674 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.7M 665,526 +14,986 +2%
US Bancorp
4
US Bancorp
Minnesota
$16.3M 648,633 +24,443 +4%
HWA
5
Heartwood Wealth Advisors
Virginia
$15.2M 605,246 +33,474 +6%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M 594,161 +24,039 +4%
Bank of America
7
Bank of America
North Carolina
$13.5M 539,334 +50,751 +10%
Wells Fargo
8
Wells Fargo
California
$12M 479,269 -11,401 -2%
Corient Private Wealth
9
Corient Private Wealth
Florida
$10.5M 419,624 +71,709 +21%
HCM
10
Hengehold Capital Management
Ohio
$10.1M 403,116 +2,002 +0.5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.69M 306,858 +16,776 +6%
UBS Group
12
UBS Group
Switzerland
$6.33M 252,728 -453 -0.2%
PWM
13
Praetorian Wealth Management
California
$5.58M 222,445 -1,913 -0.9%
Morgan Stanley
14
Morgan Stanley
New York
$4.74M 189,178 -16,259 -8%
Stifel Financial
15
Stifel Financial
Missouri
$4.61M 184,099 +4,337 +2%
NA
16
NewEdge Advisors
Louisiana
$4.19M 167,325 -52,777 -24%
SPIA
17
Steward Partners Investment Advisory
New York
$3.53M 140,975 -3,233 -2%
SWM
18
Spire Wealth Management
Virginia
$3.46M 137,907 +1,935 +1%
LPL Financial
19
LPL Financial
California
$3.35M 133,794 +756 +0.6%
UCFA
20
United Capital Financial Advisors
Texas
$3.02M 120,409 -4,988 -4%
Jane Street
21
Jane Street
New York
$2.69M 107,123 -112,681 -51%
CIM
22
Confluence Investment Management
Missouri
$2.67M 106,611 -1,104 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.64M 105,275 +9,666 +10%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.31M 92,324 -3,511 -4%
LPT
25
Legacy Private Trust
Wisconsin
$1.64M 65,534 -38,354 -37%
1
2 3 4 5