ISHARES IBONDS DEC 2027 TERM (IBMP) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2027 TERM (IBMP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Mercer Global Advisors Inc, Ameriprise Financial Inc, Ubs Group Ag, and Captrust Financial Advisors.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-5,244-2.5%201,861$5.13MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+1,888+17.8%12,473$317.06KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+94,200+5.4%1,841,644$46.81MQ2 2026Aug 19, 2026
Glenview Trust CoBuy+5,025+5.6%95,174$2.42MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,229+0.9%138,170$3.51MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+15,810+9.3%186,296$4.73MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+303,868+12.9%2,660,591$67.63MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+88,89988,899$2.26MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+20,438+2.0%1,062,105$27.00MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,78311,783$299.52KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-10,568-31.5%22,941$583.16KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+9,804+187.5%15,032$382.11KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+5,296+13.1%45,725$1.16MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,206+3.7%118,304$3.01MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,857+4.6%86,880$2.21MQ2 2026Aug 14, 2026
Godshalk Welsh Capital Management, Inc.Buy+2,500+5.9%45,000$1.14MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,670+1.1%153,021$3.89MQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+976+0.9%109,890$2.79MQ2 2026Aug 14, 2026
Envision Financial Planning, LlcSell-968-4.2%22,280$566.36KQ2 2026Aug 14, 2026
10Elms LlpBuy+800+2.9%28,194$716.69KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+69+0.6%11,203$284.78KQ2 2026Aug 14, 2026
Ubs Group AgBuy+37,568+10.0%413,349$10.51MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+28,529+130.0%50,479$1.28MQ2 2026Aug 13, 2026
Mariner, LlcBuy+27,628+130.2%48,855$1.24MQ2 2026Aug 13, 2026
Covington Investment Advisors Inc.Buy+7,855+2.1%378,345$9.62MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-5,330-41.4%7,550$191.92KQ2 2026Aug 13, 2026
Fmr LlcBuy+4,576+1852.6%4,823$122.60KQ2 2026Aug 13, 2026
Morgan StanleySell-1,765-0.4%390,504$9.93MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+759+0.6%120,344$3.06MQ2 2026Aug 13, 2026
Summitpoint Capital ManagementBuy+485+1.0%46,777$1.19MQ2 2026Aug 13, 2026
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Frequently asked questions about IBMP activity

  • Which institutional owners are buying IBMP?

    Institutional owners buying IBMP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBMP activity?

    "Buy" means an investor increased their reported position in IBMP compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2027 TERM (IBMP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBMP increasing?

    Institutional interest in IBMP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.