iShares iBonds Dec 2027 Term Muni Bond ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
IBMP Hedge Fund Activity: Q1 2025 in Review
153 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2025, worth a combined $450M — up 0.98% from $445M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBMP positions and 5 closed out — a net gain of 8 holders — while 66 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.62M. The largest seller was Corient Private Wealth, cutting an estimated $8.1M.
- 153 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2025, up from 146 in Q4 2024.
- Funds reported $450M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2025, up 0.98% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $4.62M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2025 was Corient Private Wealth, an estimated $8.1M sold.
Based on aggregated 13F filings for Q1 2025.