Who owns iShares iBonds Dec 2027 Term Muni Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBMP from SEC Form 13F filings across 190 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 190 institutions disclosed 21.3M shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $541.0M — about 83.8% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
190
13F holders
$541.0M
value, 2026 filers
83.8%
of shares outstanding (21.3M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBMP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.7M | $67.6M | 0.0% | 10.5% | +12.9% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1.8M | $46.8M | 0.1% | 7.3% | +5.4% |
| 3 | WELLS FARGO & COMPANY/MN | 1.1M | $27.0M | 0.0% | 4.2% | +2.0% |
| 4 | Clearstead Advisors, LLC | 1.0M | $25.4M | 0.2% | 3.9% | +2.5% |
| 5 | US BANCORP \DE\ | 745,224 | $18.9M | 0.0% | 2.9% | +7.4% |
| 6 | Heartwood Wealth Advisors LLC | 697,944 | $17.7M | 1.4% | 2.7% | +9.6% |
| 7 | LBMC INVESTMENT ADVISORS, LLC | 584,924 | $14.9M | 0.8% | 2.3% | +3.2% |
| 8 | HighTower Advisors, LLC | 550,178 | $14.0M | 0.0% | 2.2% | -44.2% |
| 9 | Lido Advisors, LLC | 547,234 | $13.9M | 0.0% | 2.2% | -2.4% |
| 10 | LPL Financial LLC | 525,026 | $13.3M | 0.0% | 2.1% | +6.6% |
| 11 | NewEdge Advisors, LLCNEW | 523,606 | $13.3M | 0.0% | 2.1% | new |
| 12 | Hills Bank & Trust Co | 508,428 | $12.9M | 0.6% | 2% | +14.7% |
| 13 | Kathmere Capital Management, LLC | 498,643 | $12.7M | 0.7% | 2% | +22.7% |
| 14 | UBS Group AG | 413,349 | $10.5M | 0.0% | 1.6% | +10.0% |
| 15 | MORGAN STANLEY | 390,504 | $9.9M | 0.0% | 1.5% | -0.4% |
| 16 | Covington Investment Advisors Inc. | 378,345 | $9.6M | 1.2% | 1.5% | +2.1% |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 309,899 | $7.9M | 0.1% | 1.2% | +11.5% |
| 18 | Praetorian Wealth Management, Inc. | 285,165 | $7.2M | 1.3% | 1.1% | -1.4% |
| 19 | Paradiem, LLC | 248,470 | $6.3M | 1.4% | 1% | 0.0% |
| 20 | HOWLAND CAPITAL MANAGEMENT LLC | 247,525 | $6.3M | 0.2% | 1% | +1.9% |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 206,724 | $5.3M | 0.0% | 0.8% | +3.4% |
| 22 | Cyndeo Wealth Partners, LLC | 204,049 | $5.2M | 0.2% | 0.8% | +5.1% |
| 23 | Integrated Wealth Concepts LLC | 201,861 | $5.1M | 0.0% | 0.8% | -2.5% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 200,570 | $5.1M | 0.0% | 0.8% | -0.3% |
| 25 | Sound View Wealth Advisors Group, LLC | 198,399 | $5.0M | 0.3% | 0.8% | +0.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.