Who owns IBMP?
iShares iBonds Dec 2027 Term Muni Bond ETF · iShares
190 institutions reported holding IBMP, worth $544.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBMP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $67.6M | 2,660,591 | +303,868 shares |
| Mercer Global Advisors Inc. | Denver, CO | $46.8M | 1,841,644 | +94,200 shares |
| Wells Fargo & Company | San Francisco, CA | $27.0M | 1,062,105 | +20,438 shares |
| Clearstead Advisors, LLC | Cleveland, OH | $25.4M | 1,001,027 | +24,692 shares |
| US Bancorp | Minneapolis, MN | $18.9M | 745,224 | +51,394 shares |
| Heartwood Wealth Advisors LLC | Richmond, VA | $17.7M | 697,944 | +61,364 shares |
| LBMC Investment Advisors, LLC | Brentwood, TN | $14.9M | 584,924 | +18,198 shares |
| HighTower Advisors, LLC | Chicago, IL | $14.0M | 550,178 | −435,225 shares |
| Lido Advisors, LLC | Los Angeles, CA | $13.9M | 547,234 | −13,308 shares |
| LPL Financial LLC | Fort Mill, SC | $13.3M | 525,026 | +32,329 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBMP?
190 institutional managers reported holding IBMP in Form 13F filings for June 30, 2026, worth $544.4M in total. The largest reported position was held by Bank of America Corp., at $67.6M.
Did institutions buy or sell IBMP last quarter?
Reported 13F value rose 5.1% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBMP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.