iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP • BATS
iShares iBonds Dec 2027 Term Muni Bond ETF is an exchange-traded fund on BATS. As of Q3 2025, 167 institutional investors hold shares in this ETF, with total holdings valued at $470.6M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $54.9M.
Overview
Overview of institutional ownership in IBMP as of Q3 2025
All Institutions
- Institutions
- 167
- Value Held
- $470.6M
- Shares Held
- 18.5M
- Avg Position
- $2.8M
- Median Position
- $764.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in IBMP as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $54.9M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $27.1M 0.01% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $24.3M 0.04% of portfolio |
 Hartland & Co., LLC RIA/Wealth | $23.5M 0.34% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $23.3M 0.03% of portfolio |
 Heartwood Wealth Advisors LLC RIA/Wealth | $19.7M 1.90% of portfolio |
 US BANCORP \DE\ Institution | $18.7M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $12.4M 0.00% of portfolio |
 LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | $12.0M 0.77% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $11.6M 0.05% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBMP in Q3 2025
- Traded
- −$2.1M
- Buyers
- 92
- Sellers
- 43
- Total Bought
- +$33.3M
- Total Sold
- −$35.4M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Vishria Bird Financial Group, LLC RIA/Wealth | +$5.5M +216.5K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$2.4M +95.8K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.3M +92.1K shares |
 Summit Financial, LLC RIA/Wealth | +$1.9M +72.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$1.4M +53.6K shares |
 Lido Advisors, LLC RIA/Wealth | +$1.2M +48.6K shares |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | +$1.2M +47.5K shares |
 Quantum Financial Advisors, LLC RIA/Wealth | +$1.2M +45.2K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$1.1M +43.8K shares |
Goss Wealth Management LLC RIA/Wealth | +$1.0M +39.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$18.4M −723.4K shares |
MORGAN STANLEY RIA/Wealth | −$4.1M −161.3K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.9M −75.6K shares |
 AMERIPRISE FINANCIAL INC Institution | −$1.5M −58.5K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.1M −44.8K shares |
 Envision Financial Planning, LLC RIA/Wealth | −$1.0M −40.9K shares |
HighTower Advisors, LLC RIA/Wealth | −$869.8K −34.1K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$669.0K −26.4K shares |
 WJ Wealth Management, LLC RIA/Wealth | −$575.3K −22.7K shares |
M MASSMUTUAL TRUST CO FSB/ADV Institution | −$495.3K −19.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBMP in Q3 2025
- New Positions
- 11
- New Value
- $5.7M
- Exited Positions
- 8
- Exited Value
- $2.9M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $1.9M 72.9K shares |
H Helen Stephens Group, LLC Institution | $894.8K 35.1K shares |
 Strid Group, LLC RIA/Wealth | $650.4K 25.5K shares |
 Curbstone Financial Management Corp RIA/Wealth | $551.8K 21.7K shares |
W Wick Capital Partners, LLC RIA/Wealth | $416.3K 16.3K shares |
A ATRIA INVESTMENTS LLC Institution | $388.5K 15.3K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $295.3K 11.6K shares |
 HORAN Wealth, LLC RIA/Wealth | $217.7K 8.5K shares |
 Sontag Advisory, LLC RIA/Wealth | $199.0K 7.8K shares |
C CNB Bank Institution | $193.5K 7.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $669.0K 26.4K shares |
M MASSMUTUAL TRUST CO FSB/ADV Institution | $495.3K 19.5K shares |
 WRAPMANAGER INC RIA/Wealth | $355.0K 14.0K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | $295.2K 11.6K shares |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | $293.1K 11.6K shares |
 Precision Wealth Strategies, LLC RIA/Wealth | $264.1K 10.4K shares |
 Rehmann Capital Advisory Group RIA/Wealth | $260.5K 10.3K shares |
 NOVEM GROUP RIA/Wealth | $253.4K 10.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in IBMP as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBMP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Heartwood Wealth Advisors LLC RIA/Wealth | 1.90% $19.7M |
 Praetorian Wealth Management, Inc. RIA/Wealth | 1.26% $6.1M |
Vishria Bird Financial Group, LLC RIA/Wealth | 1.19% $5.9M |
 Covington Investment Advisors Inc. RIA/Wealth | 1.15% $8.6M |
 POSTROCK PARTNERS LLC RIA/Wealth | 1.09% $2.5M |
 SONATA CAPITAL GROUP INC RIA/Wealth | 1.00% $2.5M |
 Paradiem, LLC RIA/Wealth | 0.95% $4.1M |
 HENGEHOLD CAPITAL MANAGEMENT LLC RIA/Wealth | 0.88% $10.3M |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | 0.77% $12.0M |
 Kathmere Capital Management, LLC RIA/Wealth | 0.75% $10.5M |