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

iShares iBonds Dec 2027 Term Muni Bond ETF logo
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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)
29
Total
Institutional Inflows
(last 12 months)
$23.03M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$429.19K
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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
5/16/2025 NewEdge Advisors LLC379,415$9.59M0.1%+2.9%1.837%
5/16/2025 Integrated Wealth Concepts LLC192,237$4.86M0.1%+10.3%0.931%
5/1/2025 Hughes Financial Services LLC7,141$180K0.0%N/A0.035%
5/1/2025 Blue Square Asset Management LLC45,999$1.16M0.6%-2.0%0.223%
4/30/2025 Leavell Investment Management Inc.174,637$4.42M0.2%+5.4%0.846%
4/28/2025 Private Trust Co. NA11,200$283K0.0%+35.9%0.055%
4/25/2025 Spinnaker Trust56,050$1.42M0.1%+20.6%0.275%
4/22/2025 Cambridge Investment Research Advisors Inc.9,349$236K0.0%N/A0.046%
4/22/2025 Crews Bank & Trust30,738$777K0.1%+5.4%0.151%
4/21/2025 Heartwood Wealth Advisors LLC753,435$19.05M2.2%+6.3%3.702%
4/21/2025 PSI Advisors LLC2,700$68K0.0%N/A0.013%
4/16/2025 Praetorian Wealth Management Inc.246,667$6.24M1.5%+0.8%1.212%
4/11/2025 Princeton Global Asset Management LLC3,950$100K0.0%N/A0.019%
4/9/2025 Lbmc Investment Advisors LLC372,141$9.41M0.7%+25.2%1.829%
2/18/2025 10Elms LLP16,194$407K0.4%N/A0.096%
2/17/2025 Captrust Financial Advisors24,283$610K0.0%-5.8%0.144%
2/17/2025 Ameriprise Financial Inc.316,716$7.96M0.0%+11.9%1.880%
2/14/2025 Integrated Wealth Concepts LLC174,215$4.38M0.1%+55.9%1.034%
2/13/2025 United Capital Financial Advisors LLC92,781$2.33M0.0%+7.5%0.551%
2/11/2025 Sandy Spring Bank44,485$1.12M0.0%+4.3%0.264%
2/10/2025 Parallel Advisors LLC29,102$732K0.0%+48.6%0.173%
2/10/2025 Hills Bank & Trust Co337,256$8.48M0.6%+3.7%2.002%
2/7/2025 Horan Securities Inc.8,544$215K0.1%+6.9%0.051%
2/6/2025 Jones Financial Companies Lllp1,998$50K0.0%N/A0.012%
1/30/2025 Spinnaker Trust46,490$1.17M0.1%+54.4%0.276%
1/29/2025 Sonata Capital Group Inc.92,603$2.33M1.0%+1,075.2%0.550%
1/29/2025 Leavell Investment Management Inc.165,662$4.17M0.2%+186.1%0.983%
1/23/2025 Crews Bank & Trust29,153$733K0.1%N/A0.173%
1/21/2025 Blue Square Asset Management LLC46,945$1.18M0.6%-3.2%0.279%
1/16/2025 Lbmc Investment Advisors LLC297,290$7.47M0.6%+8.5%1.764%
1/10/2025 Praetorian Wealth Management Inc.244,645$6.15M1.5%-1.3%1.452%
1/10/2025 Heartwood Wealth Advisors LLC709,060$17.83M2.0%+0.8%4.208%
1/2/2025 Confluence Investment Management LLC40,821$1.03M0.0%-1.1%0.242%
12/26/2024 JPMorgan Chase & Co.37,761$961K0.0%N/A0.224%
11/15/2024 Integrated Wealth Concepts LLC111,753$2.84M0.0%+30.7%0.663%
11/14/2024 Captrust Financial Advisors25,791$656K0.0%+26.5%0.153%
11/5/2024 Prime Capital Investment Advisors LLC12,475$317K0.0%-6.7%0.074%
11/1/2024 Leavell Investment Management Inc.57,912$1.47M0.1%+115.9%0.344%
11/1/2024 Sonata Capital Group Inc.7,880$201K0.1%N/A0.047%
10/31/2024 Confluence Investment Management LLC41,256$1.05M0.0%+2.5%0.245%
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10/31/2024 Spinnaker Trust30,105$766K0.0%+6.8%0.179%
10/29/2024 Blue Square Asset Management LLC48,502$1.23M0.7%-2.2%0.288%
10/25/2024 True Link Financial Advisors LLC8,592$219K0.0%N/A0.051%
10/8/2024 Lbmc Investment Advisors LLC273,962$6.97M0.6%+34.8%1.626%
10/8/2024 Heartwood Wealth Advisors LLC703,716$17.91M2.0%+4.0%4.176%
10/2/2024 Praetorian Wealth Management Inc.247,941$6.31M1.6%+0.5%1.471%
8/8/2024 Parallel Advisors LLC17,447$436K0.0%+22.5%0.104%
7/31/2024 Spinnaker Trust28,200$705K0.0%+4.5%0.167%
7/25/2024 Hills Bank & Trust Co297,192$7.43M0.6%+2.1%1.764%
7/23/2024 Exchange Capital Management Inc.13,111$328K0.1%N/A0.078%
7/17/2024 Archford Capital Strategies LLC17,159$429K0.1%+12.3%0.102%
7/15/2024 Newman Dignan & Sheerar Inc.70,293$1.76M0.5%+7.7%0.417%
7/11/2024 Lbmc Investment Advisors LLC203,274$5.08M0.4%+29.3%1.206%
7/10/2024 Praetorian Wealth Management Inc.246,655$6.17M1.6%-2.9%1.464%
7/1/2024 Confluence Investment Management LLC40,259$1.01M0.0%+30.1%0.239%
5/17/2024 Comerica Bank17,027$429K0.0%+13.1%0.101%
5/1/2024 Janney Montgomery Scott LLC16,129$406K0.0%+28.7%0.096%
4/24/2024 Leavell Investment Management Inc.10,126$255K0.0%+11.0%0.060%
4/24/2024 Archford Capital Strategies LLC15,274$384K0.1%+8.3%0.091%
4/12/2024 Lbmc Investment Advisors LLC157,191$3.96M0.3%+306.1%1.436%
4/10/2024 Praetorian Wealth Management Inc.253,991$6.39M1.7%+6.4%2.320%
4/2/2024 Heartwood Wealth Advisors LLC663,399$16.70M2.1%+7.3%6.058%
4/1/2024 Confluence Investment Management LLC30,934$779K0.0%N/A0.283%
2/12/2024 Arrow Financial Corp9,454$240K0.0%-8.5%0.086%
2/7/2024 Hills Bank & Trust Co291,068$7.40M0.7%+80.3%2.658%
2/2/2024 Spinnaker Trust9,223$234K0.0%N/A0.084%
1/26/2024 Sandy Spring Bank38,745$985K0.0%+2.4%0.354%
1/24/2024 Prime Capital Investment Advisors LLC14,426$367K0.0%+5.4%0.132%
1/23/2024 Leavell Investment Management Inc.9,126$232K0.0%N/A0.083%
1/17/2024 Heartwood Wealth Advisors LLC618,412$15.72M2.1%-0.7%5.648%
1/16/2024 Lbmc Investment Advisors LLC38,710$984K0.1%N/A0.354%
1/11/2024 Praetorian Wealth Management Inc.238,716$6.07M1.8%+5.3%2.180%
11/9/2023 Prime Capital Investment Advisors LLC13,693$335K0.0%N/A0.125%
11/8/2023 Janney Montgomery Scott LLC12,504$306K0.0%+48.2%0.114%
10/30/2023 Sandy Spring Bank37,855$927K0.1%+7.0%0.346%
10/27/2023 Archford Capital Strategies LLC14,454$354K0.1%-41.8%0.132%
10/26/2023 Hills Bank & Trust Co161,467$3.95M0.5%N/A1.475%
10/18/2023 Private Trust Co. NA8,507$208K0.0%+8.5%0.078%
10/17/2023 Heartwood Wealth Advisors LLC622,754$15.25M2.2%+2.9%5.687%
10/11/2023 Praetorian Wealth Management Inc.226,637$5.55M1.8%+1.9%2.070%
10/10/2023 Confluence Investment Management LLC12,232$299K0.0%-88.5%0.112%
8/23/2023 Stonebridge Capital Advisors LLC6,700$168K0.0%+17.5%0.061%
8/9/2023 Flow Traders U.S. LLC10,838$272K0.0%N/A0.100%
8/7/2023Kades & Cheifetz LLC10,980$275K0.2%+10.5%0.101%
8/4/2023 Parallel Advisors LLC5,500$138K0.0%N/A0.051%
8/4/2023 Sandy Spring Bank35,390$887K0.0%+3.3%0.326%
8/2/2023 Newman Dignan & Sheerar Inc.33,827$848K0.3%+42.1%0.312%
8/2/2023 Archford Capital Strategies LLC24,816$624K0.1%+79.0%0.229%
7/28/2023 Private Trust Co. NA7,842$197K0.0%-18.4%0.072%
7/26/2023 Janney Montgomery Scott LLC8,440$212K0.0%N/A0.078%
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7/19/2023 Heartwood Wealth Advisors LLC605,246$15.17M2.2%+5.9%5.578%
7/13/2023 Cambridge Investment Research Advisors Inc.36,420$913K0.0%-12.0%0.336%
7/10/2023 Praetorian Wealth Management Inc.222,445$5.58M1.7%-0.9%2.050%
7/3/2023 Confluence Investment Management LLC106,611$2.67M0.0%-1.0%1.020%
5/12/2023 Stonebridge Capital Advisors LLC5,700$145K0.0%+130.9%0.055%
5/12/2023 NewEdge Advisors LLC220,102$5.60M0.1%-11.6%2.116%
5/9/2023 US Bancorp DE624,190$15.89M0.0%+8.4%6.002%
5/8/2023Kades & Cheifetz LLC9,940$253K0.2%N/A0.096%
5/5/2023 Sandy Spring Bank34,275$873K0.0%+6.4%0.330%
5/3/2023 Arrow Financial Corp10,327$263K0.0%+4.8%0.099%
(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, 37 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 ($19.05M), NewEdge Advisors LLC ($9.59M), Lbmc Investment Advisors LLC ($9.41M), Hills Bank & Trust Co ($8.48M), Ameriprise Financial Inc. ($7.96M), Praetorian Wealth Management Inc. ($6.24M), and Integrated Wealth Concepts LLC ($4.86M).Learn more on IBMP's institutional investors.

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

Of the 35 institutional investors that purchased iShares iBonds Dec 2027 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($372.14K), Hills Bank & Trust Co ($309.21K), Heartwood Wealth Advisors LLC ($172.97K), Leavell Investment Management Inc. ($157.94K), Integrated Wealth Concepts LLC ($106.75K), Sonata Capital Group Inc. ($92.60K), and Confluence Investment Management LLC ($41.26K).

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

Institutional investors have bought a total of 1,617,136 shares in the last 24 months. This purchase volume represents approximately $40.66M in transactions.

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

Of the 10 institutional investors that sold iShares iBonds Dec 2027 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($95.92K), Praetorian Wealth Management Inc. ($12.55K), Archford Capital Strategies LLC ($10.36K), Cambridge Investment Research Advisors Inc. ($4.95K), Heartwood Wealth Advisors LLC ($4.34K), Blue Square Asset Management LLC ($3.61K), and Private Trust Co. NA ($1.76K).

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

Institutional investors have sold a total of 136,767 shares in the last 24 months. This volume of shares sold represents approximately $3.37M in transactions.


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This page (BATS:IBMP) was last updated on 5/23/2025 by MarketBeat.com Staff
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