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

iShares iBonds Dec 2027 Term Muni Bond ETF logo
$25.36 +0.02 (+0.08%)
As of 08/12/2026 04:10 PM Eastern
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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)
26
Total
Institutional Inflows
(last 12 months)
$21.13M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.46M
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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
7/8/2026 Praetorian Wealth Management Inc.285,165$7.25M1.3%-1.4%1.305%
6/3/2026 Parallel Advisors LLC30,885$786K0.0%+2.1%0.141%
5/13/2026Godshalk Welsh Capital Management Inc.42,500$1.08M0.6%+17.1%0.195%
5/8/2026 PNC Financial Services Group Inc.20,226$515K0.0%+2.5%0.093%
5/7/2026 Parallel Advisors LLC30,885$786K0.0%+2.1%0.141%
4/29/2026 Evergreen Private Wealth LLC53,044$1.35M0.5%+6.9%0.243%
4/29/2026 O Domhnaill Enterprises Inc.44,261$1.13M0.9%N/A0.203%
4/23/2026 Spinnaker Trust74,784$1.90M0.1%+9.8%0.342%
4/17/2026 Matthew Goff Investment Advisor LLC310,824$7.53M1.2%N/A1.423%
2/18/2026NewEdge Advisors LLC485,182$12.32M0.0%+6.8%2.221%
2/17/2026Captrust Financial Advisors24,522$623K0.0%+12.7%0.112%
2/16/202610Elms LLP22,694$576K0.5%+3.2%0.104%
2/13/2026Integrated Wealth Concepts LLC203,890$5.18M0.1%+1.2%0.933%
2/12/2026Godshalk Welsh Capital Management Inc.36,300$922K0.5%+12.4%0.166%
2/11/2026 Eldridge Investment Advisors Inc.12,900$328K0.1%N/A0.059%
2/11/2026 Parallel Advisors LLC30,241$768K0.0%+2.5%0.138%
2/10/2026 Spinnaker Trust68,105$1.73M0.1%+4.3%0.312%
2/9/2026 PSI Advisors LLC131,846$3.35M0.8%N/A0.603%
2/6/2026 PNC Financial Services Group Inc.19,729$501K0.0%+100.3%0.090%
2/4/2026 Atlantic Union Bankshares Corp54,501$1.38M0.0%+6.9%0.249%
1/28/2026 Evergreen Private Wealth LLC49,609$1.26M0.5%+9.2%0.227%
1/23/2026 Curbstone Financial Management Corp30,060$763K0.1%+38.8%0.138%
1/22/2026 Newman Dignan & Sheerar Inc.36,265$921K0.2%-45.0%0.166%
1/21/2026 Crews Bank & Trust35,825$910K0.1%-3.3%0.164%
1/20/2026 Princeton Global Asset Management LLC8,450$215K0.0%+113.9%0.039%
1/20/2026 Blue Square Asset Management LLC46,209$1.17M0.5%+4.3%0.211%
1/14/2026 Praetorian Wealth Management Inc.260,139$6.61M1.3%+8.5%1.191%
1/12/2026 Heartwood Wealth Advisors LLC767,948$19.50M1.8%-0.4%3.515%
1/5/2026 Confluence Investment Management LLC31,764$806K0.0%-12.5%0.145%
12/2/2025 IFP Advisors Inc32,615$831K0.0%-6.5%0.149%
11/17/2025NewEdge Advisors LLC454,126$11.57M0.1%+9.5%2.078%
11/17/2025United Capital Financial Advisors LLC121,401$3.09M0.0%+10.6%0.556%
11/17/2025Integrated Wealth Concepts LLC201,455$5.13M0.0%+0.2%0.922%
11/17/2025Ameriprise Financial Inc.33,683$858K0.0%-63.5%0.154%
11/13/2025 Parallel Advisors LLC29,496$751K0.0%-1.9%0.135%
11/12/202510Elms LLP21,994$560K0.5%+3.0%0.101%
11/5/2025 Spinnaker Trust65,286$1.66M0.1%+11.2%0.299%
11/5/2025 Prime Capital Investment Advisors LLC13,047$332K0.0%-3.9%0.060%
11/5/2025 HORAN Wealth LLC8,544$218K0.0%N/A0.039%
10/30/2025 CNB Bank7,594$193K0.1%N/A0.035%
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10/28/2025 Leavell Investment Management Inc.189,591$4.83M0.2%+6.4%0.868%
10/28/2025 Gould Asset Management LLC CA21,910$558K0.1%+5.6%0.100%
10/28/2025 Blue Square Asset Management LLC44,307$1.13M0.5%-1.8%0.203%
10/22/2025 Crews Bank & Trust37,038$944K0.1%+20.5%0.170%
10/15/2025 Curbstone Financial Management Corp21,660$552K0.1%N/A0.099%
10/15/2025 Private Trust Co. NA11,983$305K0.0%-10.5%0.055%
10/15/2025 Praetorian Wealth Management Inc.239,846$6.11M1.3%-1.9%1.098%
10/14/2025 Confluence Investment Management LLC36,318$925K0.0%-8.8%0.166%
10/9/2025 Newman Dignan & Sheerar Inc.65,953$1.68M0.4%-4.4%0.302%
10/7/2025 Lbmc Investment Advisors LLC471,757$12.02M0.8%+11.2%2.159%
10/6/2025 Heartwood Wealth Advisors LLC771,347$19.65M1.8%+2.3%3.530%
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%
8/8/2025 PNC Financial Services Group Inc.9,849$250K0.0%N/A0.045%
8/7/2025 Hughes Financial Services LLC7,550$192K0.0%+5.7%0.035%
8/6/2025 Atlantic Union Bankshares Corp50,995$1.29M0.0%N/A0.233%
8/5/2025 Gould Asset Management LLC CA20,740$526K0.1%+15.4%0.095%
8/4/2025 Spinnaker Trust58,700$1.49M0.1%+4.7%0.269%
7/31/2025 Leavell Investment Management Inc.178,143$4.52M0.2%+2.0%0.815%
7/30/2025 Strategic Blueprint LLC8,633$219K0.0%N/A0.040%
7/29/2025 Private Trust Co. NA13,392$339K0.0%+19.6%0.061%
7/23/2025 Prime 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%
7/18/2025 Newman Dignan & Sheerar Inc.68,999$1.75M0.4%-2.8%0.316%
7/17/2025 Janney Montgomery Scott LLC13,926$353K0.0%-13.8%0.064%
7/9/2025 Praetorian Wealth Management Inc.244,449$6.20M1.4%-0.9%1.119%
7/9/2025 Lbmc Investment Advisors LLC424,215$10.75M0.8%+14.0%1.941%
7/9/2025 MassMutual Private Wealth & Trust FSB19,539$495K0.0%N/A0.089%
7/8/2025 Heartwood Wealth Advisors LLC753,839$19.11M2.0%+0.1%3.450%
7/8/2025 Parallel Advisors LLC30,076$762K0.0%+4.0%0.138%
7/1/2025 Confluence Investment Management LLC39,817$1.01M0.0%-1.8%0.186%
7/1/2025 Harbor 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%
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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%


IBMP Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 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 ($19.50M), NewEdge Advisors LLC ($12.32M), Lbmc Investment Advisors LLC ($12.02M), Hills Bank & Trust Co ($8.48M), Matthew Goff Investment Advisor LLC ($7.53M), Praetorian Wealth Management Inc. ($7.25M), and Integrated Wealth Concepts LLC ($5.18M).Learn more on iShares iBonds Dec 2027 Term Muni Bond ETF's institutional investors.

Of the 40 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: Matthew Goff Investment Advisor LLC ($310.82K), Lbmc Investment Advisors LLC ($268.48K), Leavell Investment Management Inc. ($162.77K), PSI Advisors LLC ($134.55K), NewEdge Advisors LLC ($116.64K), Integrated Wealth Concepts LLC ($109.60K), and Heartwood Wealth Advisors LLC ($94.92K).

Institutional investors have bought a total of 830,906 shares in the last 24 months. This purchase volume represents approximately $21.13M in transactions.

Of the 12 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. ($114.12K), Newman Dignan & Sheerar Inc. ($32.73K), Praetorian Wealth Management Inc. ($8.61K), Confluence Investment Management LLC ($8.05K), Heartwood Wealth Advisors LLC ($3.40K), IFP Advisors Inc ($2.28K), and Captrust Financial Advisors ($1.66K).

Institutional investors have sold a total of 175,365 shares in the last 24 months. This volume of shares sold represents approximately $4.46M in transactions.


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Institutional ownership data for BATS:IBMP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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