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iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) Institutional Ownership

iShares iBonds Dec 2027 Term Muni Bond ETF logo
$25.50 +0.33 (+1.29%)
Closing price 09/9/2025 03:58 PM Eastern
Extended Trading
$25.48 -0.02 (-0.06%)
As of 09/9/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$25.69M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.97M
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IBMP Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Captrust Financial Advisors19,181$486K0.0%-8.0%0.088%
8/15/2025Ameriprise Financial Inc.92,193$2.34M0.0%-37.6%0.422%
8/14/2025NewEdge Advisors LLC414,771$10.51M0.1%+9.3%1.898%
8/8/2025PNC Financial Services Group Inc.9,849$250K0.0%N/A0.045%
8/7/2025Hughes Financial Services LLC7,550$192K0.0%+5.7%0.035%
8/6/2025Atlantic Union Bankshares Corp50,995$1.29M0.0%N/A0.233%
8/5/2025Gould Asset Management LLC CA20,740$526K0.1%+15.4%0.095%
8/4/2025Spinnaker Trust58,700$1.49M0.1%+4.7%0.269%
7/31/2025Leavell Investment Management Inc.178,143$4.52M0.2%+2.0%0.815%
7/30/2025Strategic Blueprint LLC8,633$219K0.0%N/A0.040%
7/29/2025Private Trust Co. NA13,392$339K0.0%+19.6%0.061%
7/23/2025Prime Capital Investment Advisors LLC13,576$344K0.0%-8.2%0.062%
7/21/2025Exchange Capital Management Inc.13,951$354K0.1%-6.9%0.064%
7/18/2025Newman Dignan & Sheerar Inc.68,999$1.75M0.4%-2.8%0.316%
7/17/2025Janney Montgomery Scott LLC13,926$353K0.0%-13.8%0.064%
7/9/2025Praetorian Wealth Management Inc.244,449$6.20M1.4%-0.9%1.119%
7/9/2025Lbmc Investment Advisors LLC424,215$10.75M0.8%+14.0%1.941%
7/9/2025MassMutual Private Wealth & Trust FSB19,539$495K0.0%N/A0.089%
7/8/2025Heartwood Wealth Advisors LLC753,839$19.11M2.0%+0.1%3.450%
7/8/2025Parallel Advisors LLC30,076$762K0.0%+4.0%0.138%
7/1/2025Confluence Investment Management LLC39,817$1.01M0.0%-1.8%0.186%
7/1/2025Harbor Investment Advisory LLC1,115$28K0.0%-55.8%0.005%
5/16/2025NewEdge Advisors LLC379,415$9.59M0.1%+2.9%1.837%
5/16/2025Integrated Wealth Concepts LLC192,237$4.86M0.1%+10.3%0.931%
5/1/2025Hughes Financial Services LLC7,141$180K0.0%N/A0.035%
5/1/2025Blue Square Asset Management LLC45,999$1.16M0.6%-2.0%0.223%
4/30/2025Leavell Investment Management Inc.174,637$4.42M0.2%+5.4%0.846%
4/28/2025Private Trust Co. NA11,200$283K0.0%+35.9%0.055%
4/25/2025Spinnaker Trust56,050$1.42M0.1%+20.6%0.275%
4/22/2025Cambridge Investment Research Advisors Inc.9,349$236K0.0%N/A0.046%
4/22/2025Crews Bank & Trust30,738$777K0.1%+5.4%0.151%
4/21/2025Heartwood Wealth Advisors LLC753,435$19.05M2.2%+6.3%3.702%
4/21/2025PSI Advisors LLC2,700$68K0.0%N/A0.013%
4/16/2025Praetorian Wealth Management Inc.246,667$6.24M1.5%+0.8%1.212%
4/11/2025Princeton Global Asset Management LLC3,950$100K0.0%N/A0.019%
4/9/2025Lbmc Investment Advisors LLC372,141$9.41M0.7%+25.2%1.829%
2/18/202510Elms LLP16,194$407K0.4%N/A0.096%
2/17/2025Captrust Financial Advisors24,283$610K0.0%-5.8%0.144%
2/17/2025Ameriprise Financial Inc.316,716$7.96M0.0%+11.9%1.880%
2/14/2025Integrated Wealth Concepts LLC174,215$4.38M0.1%+55.9%1.034%
2/13/2025United Capital Financial Advisors LLC92,781$2.33M0.0%+7.5%0.551%
2/11/2025Sandy Spring Bank44,485$1.12M0.0%+4.3%0.264%
2/10/2025Parallel Advisors LLC29,102$732K0.0%+48.6%0.173%
2/10/2025Hills Bank & Trust Co337,256$8.48M0.6%+3.7%2.002%
2/7/2025Horan Securities Inc.8,544$215K0.1%+6.9%0.051%
2/6/2025Jones Financial Companies Lllp1,998$50K0.0%N/A0.012%
1/30/2025Spinnaker Trust46,490$1.17M0.1%+54.4%0.276%
1/29/2025Sonata Capital Group Inc.92,603$2.33M1.0%+1,075.2%0.550%
1/29/2025Leavell Investment Management Inc.165,662$4.17M0.2%+186.1%0.983%
1/23/2025Crews Bank & Trust29,153$733K0.1%N/A0.173%
1/21/2025Blue Square Asset Management LLC46,945$1.18M0.6%-3.2%0.279%
1/16/2025Lbmc Investment Advisors LLC297,290$7.47M0.6%+8.5%1.764%
1/10/2025Praetorian Wealth Management Inc.244,645$6.15M1.5%-1.3%1.452%
1/10/2025Heartwood Wealth Advisors LLC709,060$17.83M2.0%+0.8%4.208%
1/2/2025Confluence Investment Management LLC40,821$1.03M0.0%-1.1%0.242%
12/26/2024JPMorgan Chase & Co.37,761$961K0.0%N/A0.224%
11/15/2024Integrated Wealth Concepts LLC111,753$2.84M0.0%+30.7%0.663%
11/14/2024Captrust Financial Advisors25,791$656K0.0%+26.5%0.153%
11/5/2024Prime Capital Investment Advisors LLC12,475$317K0.0%-6.7%0.074%
11/1/2024Leavell Investment Management Inc.57,912$1.47M0.1%+115.9%0.344%
11/1/2024Sonata Capital Group Inc.7,880$201K0.1%N/A0.047%
10/31/2024Confluence Investment Management LLC41,256$1.05M0.0%+2.5%0.245%
10/31/2024Spinnaker Trust30,105$766K0.0%+6.8%0.179%
10/29/2024Blue Square Asset Management LLC48,502$1.23M0.7%-2.2%0.288%
10/25/2024True Link Financial Advisors LLC8,592$219K0.0%N/A0.051%
10/8/2024Lbmc Investment Advisors LLC273,962$6.97M0.6%+34.8%1.626%
10/8/2024Heartwood Wealth Advisors LLC703,716$17.91M2.0%+4.0%4.176%
10/2/2024Praetorian Wealth Management Inc.247,941$6.31M1.6%+0.5%1.471%
8/8/2024Parallel Advisors LLC17,447$436K0.0%+22.5%0.104%
7/31/2024Spinnaker Trust28,200$705K0.0%+4.5%0.167%
7/25/2024Hills Bank & Trust Co297,192$7.43M0.6%+2.1%1.764%
7/23/2024Exchange Capital Management Inc.13,111$328K0.1%N/A0.078%
7/17/2024Archford Capital Strategies LLC17,159$429K0.1%+12.3%0.102%
7/15/2024Newman Dignan & Sheerar Inc.70,293$1.76M0.5%+7.7%0.417%
7/11/2024Lbmc Investment Advisors LLC203,274$5.08M0.4%+29.3%1.206%
7/10/2024Praetorian Wealth Management Inc.246,655$6.17M1.6%-2.9%1.464%
7/1/2024Confluence Investment Management LLC40,259$1.01M0.0%+30.1%0.239%
5/17/2024Comerica Bank17,027$429K0.0%+13.1%0.101%
5/1/2024Janney Montgomery Scott LLC16,129$406K0.0%+28.7%0.096%
4/24/2024Leavell Investment Management Inc.10,126$255K0.0%+11.0%0.060%
4/24/2024Archford Capital Strategies LLC15,274$384K0.1%+8.3%0.091%
4/12/2024Lbmc Investment Advisors LLC157,191$3.96M0.3%+306.1%1.436%
4/10/2024Praetorian Wealth Management Inc.253,991$6.39M1.7%+6.4%2.320%
4/2/2024Heartwood Wealth Advisors LLC663,399$16.70M2.1%+7.3%6.058%
4/1/2024Confluence Investment Management LLC30,934$779K0.0%N/A0.283%
2/12/2024Arrow Financial Corp9,454$240K0.0%-8.5%0.086%
2/7/2024Hills Bank & Trust Co291,068$7.40M0.7%+80.3%2.658%
2/2/2024Spinnaker Trust9,223$234K0.0%N/A0.084%
1/26/2024Sandy Spring Bank38,745$985K0.0%+2.4%0.354%
1/24/2024Prime Capital Investment Advisors LLC14,426$367K0.0%+5.4%0.132%
1/23/2024Leavell Investment Management Inc.9,126$232K0.0%N/A0.083%
1/17/2024Heartwood Wealth Advisors LLC618,412$15.72M2.1%-0.7%5.648%
1/16/2024Lbmc Investment Advisors LLC38,710$984K0.1%N/A0.354%
1/11/2024Praetorian Wealth Management Inc.238,716$6.07M1.8%+5.3%2.180%
11/9/2023Prime Capital Investment Advisors LLC13,693$335K0.0%N/A0.125%
11/8/2023Janney Montgomery Scott LLC12,504$306K0.0%+48.2%0.114%
10/30/2023Sandy Spring Bank37,855$927K0.1%+7.0%0.346%
10/27/2023Archford Capital Strategies LLC14,454$354K0.1%-41.8%0.132%
10/26/2023Hills Bank & Trust Co161,467$3.95M0.5%N/A1.475%
10/18/2023Private Trust Co. NA8,507$208K0.0%+8.5%0.078%
(Data available from 1/1/2016 forward)

IBMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMP shares?

During the previous two years, 40 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Muni Bond ETF. The most heavily invested institutionals were Heartwood Wealth Advisors LLC ($19.11M), Lbmc Investment Advisors LLC ($10.75M), NewEdge Advisors LLC ($10.51M), Hills Bank & Trust Co ($8.48M), Praetorian Wealth Management Inc. ($6.20M), Integrated Wealth Concepts LLC ($4.86M), and Leavell Investment Management Inc. ($4.52M).Learn more on iShares iBonds Dec 2027 Term Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2027 Term Muni Bond ETF's stock?

Of the 37 institutional investors that purchased iShares iBonds Dec 2027 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($424.22K), Hills Bank & Trust Co ($309.21K), Leavell Investment Management Inc. ($161.44K), Heartwood Wealth Advisors LLC ($139.90K), Integrated Wealth Concepts LLC ($106.75K), Sonata Capital Group Inc. ($92.60K), and Atlantic Union Bankshares Corp ($51.00K).

How much institutional buying is happening at iShares iBonds Dec 2027 Term Muni Bond ETF?

Institutional investors have bought a total of 1,016,521 shares in the last 24 months. This purchase volume represents approximately $25.69M in transactions.

Which of iShares iBonds Dec 2027 Term Muni Bond ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold iShares iBonds Dec 2027 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($55.61K), Praetorian Wealth Management Inc. ($5.51K), Blue Square Asset Management LLC ($3.61K), Captrust Financial Advisors ($3.17K), Janney Montgomery Scott LLC ($2.23K), Prime Capital Investment Advisors LLC ($2.11K), and Newman Dignan & Sheerar Inc. ($2.00K).

How much institutional selling is happening at iShares iBonds Dec 2027 Term Muni Bond ETF?

Institutional investors have sold a total of 77,845 shares in the last 24 months. This volume of shares sold represents approximately $1.97M in transactions.


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This page (BATS:IBMP) was last updated on 9/10/2025 by MarketBeat.com Staff
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