Who Owns iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP)?Hedge Fund & Institutional Holders

$25.44+0.01 (+0.05%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.1000270002400025e+205T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$24.98$25.12$25.27$25.41$25.55Sep 24Jun 25Mar 26

IBMP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Kathmere Capital Management, LLCNew Position+412K+$10.5M
HOWLAND CAPITAL MANAGEMENT LLCNew Position+240K+$6.1M
Sanctuary Advisors, LLCNew Position+239K+$6.0M
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+208K+$5.0M
CENTRAL TRUST CoNew Position+171K+$4.3M
Paradiem, LLCNew Position+160K+$4.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+183K+$4.0M
PSI Advisors, LLCNew Position+132K+$3.3M
SONATA CAPITAL GROUP INCNew Position+104K+$2.6M
POSTROCK PARTNERS LLCNew Position+97K+$2.5M
Atwater Malick LLCNew Position+93K+$2.4M
Parkway Wealth Management Group, LLCNew Position+92K+$2.3M
Kastel Capital Advisors, LLCNew Position+75K+$1.9M
Valmark Advisers, Inc.New Position+71K+$1.8M
CWM, LLCNew Position+71K+$1.8M

IBMP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Heartwood Wealth Advisors LLCDecreased-3K-$19.6B
US BANCORP \DE\Decreased-18K-$18.7B
UBS Group AGDecreased-27K-$9.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-259K-$6.6B
RAYMOND JAMES FINANCIAL INCDecreased-29K-$4.9B
Quantum Financial Advisors, LLCDecreased-2K-$4.8B
STIFEL FINANCIAL CORPDecreased-8K-$3.4B
OSAIC HOLDINGS, INC.Decreased-34K-$2.9B
Glenview Trust CoDecreased-987-$2.1B
Summit Financial, LLCDecreased-11K-$1.9B
Newman Dignan & Sheerar, Inc.Decreased-30K-$1.7B
RIA Advisory Group LLCDecreased-578-$1.4B
Orion Porfolio Solutions, LLCClosed Position-55K-$1.4B
WJ Wealth Management, LLCDecreased-24K-$1.3B
DEUTSCHE BANK AG\Closed Position-49K-$1.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV2,032,818$51.0M0.08%Share
2BANK OF AMERICA CORP /DE/1,087,948$27.0M0.00%Share
3HighTower Advisors, LLC968,164$24.0M0.03%Share
4Clearstead Advisors, LLC956,583$24.0M0.30%Share
5Heartwood Wealth Advisors LLC767,948$19.5M1.80%Share
6WELLS FARGO & COMPANY/MN724,464$18.0M0.00%Share
7BANK OF AMERICA CORP /DE/705,728$17.0M0.00%Share
8US BANCORP \DE\582,671$14.8M0.02%Share
9MORGAN STANLEY584,924$14.0M0.00%Share
10LBMC INVESTMENT ADVISORS, LLC537,643$13.7M0.84%Share
11BANK OF AMERICA CORP /DE/486,704$12.0M0.00%Share
12LPL Financial LLC481,015$12.0M0.00%Share
13NewEdge Advisors, LLC485,182$12.0M0.04%Share
14Hills Bank & Trust Co436,605$11.1M0.64%Share
15Kathmere Capital Management, LLC411,966$10.5M0.70%Share
16Covington Investment Advisors Inc.366,990$9.3M1.27%Share
17WELLS FARGO & COMPANY/MN356,970$9.0M0.00%Share
18Lido Advisors, LLC367,947$9.0M0.03%Share
19UBS Group AG351,202$8.9M0.00%Share
20Praetorian Wealth Management, Inc.260,139$6.6M1.31%Share
21HOWLAND CAPITAL MANAGEMENT LLC240,335$6.1M0.23%Share
22CLIFTONLARSONALLEN WEALTH ADVISORS, LLC209,257$5.3M0.08%Share
23Integrated Wealth Concepts LLC203,890$5.0M0.06%Share
24LEAVELL INVESTMENT MANAGEMENT, INC.208,034$5.0M0.21%Share
25Quantum Financial Advisors, LLC185,933$4.7M0.53%Share
26Sound View Wealth Advisors Group, LLC183,054$4.6M0.31%Share
27Paradiem, LLC160,410$4.1M0.97%Share
28COMMONWEALTH EQUITY SERVICES, LLC183,316$4.0M0.01%Share
29CENTRAL TRUST Co149,538$3.8M0.07%Share
30Cyndeo Wealth Partners, LLC137,330$3.5M0.19%Share
31US BANCORP \DE\132,175$3.4M0.00%Share
32Sanctuary Advisors, LLC123,517$3.1M0.02%Share
33Beacon Pointe Advisors, LLC126,491$3.0M0.02%Share
34STIFEL FINANCIAL CORP125,943$3.0M0.00%Share
35UNITED CAPITAL FINANCIAL ADVISORS, LLC132,981$3.0M0.02%Share
36RAYMOND JAMES FINANCIAL INC118,714$3.0M0.00%Share
37Kovitz Investment Group Partners, LLC105,520$2.7M0.06%Share
38SONATA CAPITAL GROUP INC104,223$2.6M0.96%Share
39POSTROCK PARTNERS LLC96,609$2.5M1.07%Share
40Atwater Malick LLC93,331$2.4M0.65%Share
41Parkway Wealth Management Group, LLC92,229$2.3M0.31%Share
42JANE STREET GROUP, LLC91,054$2.0M0.00%Share
43COLDSTREAM CAPITAL MANAGEMENT INC103,895$2.0M0.03%Share
44Glenview Trust Co81,206$2.0M0.03%Share
45ROYAL BANK OF CANADA107,014$2.0M0.00%Share
46Kastel Capital Advisors, LLC74,883$1.9M1.17%Share
47Valmark Advisers, Inc.71,401$1.8M0.02%Share
48CWM, LLC71,149$1.8M0.00%Share
49ASSETMARK, INC70,951$1.8M0.00%Share
50PSI Advisors, LLC69,773$1.8M0.44%Share

IBMP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025176$479.7M+75
Q3 2025101$369.2B-48
Q2 2025149$396.6B+0
Q1 2025149$437.5B+25
Q4 2024124$54.0T+26
Q3 202498$222.1T+7
Q2 202491$183.1T+7
Q1 202484$147.7T—

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As of Q4 2025, 50 institutional investors hold IBMP (iShares iBonds Dec 2027 Term Muni Bond ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $51.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IBMP?

As of Q4 2025, 50 institutional investors report holding IBMP (iShares iBonds Dec 2027 Term Muni Bond ETF) in their 13F filings.

Who is the largest institutional holder of IBMP?

The largest institutional holder of IBMP is MERCER GLOBAL ADVISORS INC /ADV with $51.0M in shares.

Is institutional ownership of IBMP increasing or decreasing?

This quarter, 15 institutions opened new positions in IBMP and 2 closed their positions.