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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
Bank of America
1
Bank of America
North Carolina
$53.3M +$3.73M +147,979 +8%
Wells Fargo
2
Wells Fargo
California
$24.7M +$5.5M +218,307 +29%
HighTower Advisors
3
HighTower Advisors
Illinois
$24.1M -$1.57M -62,278 -6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$23.1M +$1.94M +77,171 +9%
CA
5
Clearstead Advisors
Ohio
$22.8M +$689K +27,344 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22M +$178K +7,056 +0.8%
HWA
7
Heartwood Wealth Advisors
Virginia
$19.1M +$10.2K +404 +0.1%
US Bancorp
8
US Bancorp
Minnesota
$19.1M +$1.33M +52,873 +8%
Morgan Stanley
9
Morgan Stanley
New York
$16.4M +$4.08M +161,866 +33%
LPL Financial
10
LPL Financial
California
$10.8M +$440K +17,446 +4%
LIA
11
LBMC Investment Advisors
Tennessee
$10.8M +$1.31M +52,074 +14%
NA
12
NewEdge Advisors
Louisiana
$10.5M +$891K +35,356 +9%
KCM
13
Kathmere Capital Management
Pennsylvania
$10.2M -$3.86M -153,163 -28%
HBT
14
Hills Bank & Trust
Iowa
$10.1M +$1.51M +59,934 +18%
HCM
15
Hengehold Capital Management
Ohio
$10.1M +$309K +12,272 +3%
UBS Group
16
UBS Group
Switzerland
$9.98M -$443K -17,596 -4%
CIA
17
Covington Investment Advisors
Pennsylvania
$8.34M +$112K +4,450 +1%
Lido Advisors
18
Lido Advisors
California
$8.02M +$941K +37,349 +13%
Raymond James Financial
19
Raymond James Financial
Florida
$6.75M -$3.09M -122,617 -32%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.43M +$891K +35,366 +16%
PWM
21
Praetorian Wealth Management
California
$6.2M -$55.9K -2,218 -0.9%
Jane Street
22
Jane Street
New York
$5.61M +$4.4M +174,619 +375%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.12M +$1.09M +43,281 +27%
IWC
24
Integrated Wealth Concepts
Massachusetts
$5.1M +$222K +8,812 +5%
HCM
25
Howland Capital Management
Massachusetts
$4.71M +$235K +9,345 +5%

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.