Who Owns IBMP?
iShares iBonds Dec 2027 Term Muni Bond ETF — Institutional Ownership & 13F Holdings
$25.41
+0.01 (+0.02%)
Market Cap
$620.3M
Shares Outstanding
24,347,015
Institutional Holders
148
Total Inst. Value
$396.6M
% of Float Held
—
QoQ Holder Change
+65
Institutional data as of Q1 2025
New Positions
29
Closed Positions
5
Increased
58
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $49.4M | 1,954,075 |
| 2 | HighTower Advisors, LLC | $25.6M | 1,012,488 |
| 3 | Clearstead Advisors, LLC | $22.0M | 871,056 |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $21.1M | 833,894 |
| 5 | WELLS FARGO & COMPANY/MN | $19.1M | 754,967 |
| 6 | Heartwood Wealth Advisors LLC | $19.0M | 753,435 |
| 7 | US BANCORP \DE\ | $17.7M | 699,282 |
| 8 | Kathmere Capital Management, LLC | $14.0M | 554,924 |
| 9 | MORGAN STANLEY | $12.3M | 486,461 |
| 10 | UBS Group AG | $10.4M | 411,113 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +165K | $49.4M |
| HighTower Advisors, LLC | +43K | $25.6M |
| MERCER GLOBAL ADVISORS INC /ADV | +11K | $21.1M |
| Heartwood Wealth Advisors LLC | +44K | $19.0M |
| NewEdge Advisors, LLC | +11K | $9.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Corient Private Wealth LLC | -321K | $1K |
| AMERIPRISE FINANCIAL INC | -169K | $3.7M |
| WELLS FARGO & COMPANY/MN | -169K | $19.1M |
| Kathmere Capital Management, LLC | -73K | $14.0M |
| MORGAN STANLEY | -48K | $12.3M |
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Frequently Asked Questions
How many institutional investors hold IBMP?
As of Q1 2025, 148 institutional investors report holding IBMP (iShares iBonds Dec 2027 Term Muni Bond ETF) in their 13F filings.
Which hedge fund owns the most IBMP?
The largest institutional holder of IBMP is BANK OF AMERICA CORP /DE/ with $49.4M in shares.
Are institutions buying or selling IBMP?
This quarter, 29 institutions opened new positions in IBMP and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.