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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

IBMN was delisted on the 1st of December, 2025.

83 hedge funds and large institutions have $153M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $137M → $153M (+$16.5M)

6.02% more ownership

Funds ownership: 77.6%83.61% (+6%)

5% more funds holding

Funds holding: 7983 (+4)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
38
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$1.34M +$159K +5,713 +13%
LPT
27
Legacy Private Trust
Wisconsin
$1.31M +$1.11M +39,725 +553%
Creative Planning
28
Creative Planning
Kansas
$1.25M -$9.79K -351 -0.8%
BOPW
29
Brandywine Oak Private Wealth
Pennsylvania
$1.25M +$467K +16,750 +62%
CIA
30
Covington Investment Advisors
Pennsylvania
$1.24M +$76.1K +2,729 +7%
PAG
31
Private Advisor Group
New Jersey
$1.13M +$1.13M +40,629 New
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$1.07M
CCA
33
Childress Capital Advisors
Texas
$1.04M
RJA
34
Raymond James & Associates
Florida
$1.03M +$31.6K +1,135 +3%
CA
35
CGN Advisors
Kansas
$1.01M +$143K +5,116 +16%
PFM
36
Phillips Financial Management
Indiana
$1M +$453K +16,252 +83%
NWM
37
Northcape Wealth Management
New York
$997K +$998K +35,778 New
VA
38
Valmark Advisers
Ohio
$949K +$398K +14,272 +72%
IWC
39
Integrated Wealth Concepts
Massachusetts
$840K +$200K +7,156 +31%
CDIA
40
Capital Directions Investment Advisors
Georgia
$825K +$326K +11,696 +65%
AIP
41
Ameritas Investment Partners
Nebraska
$794K +$154K +5,506 +24%
PWS
42
Peloton Wealth Strategists
Indiana
$780K
SIC
43
Sigma Investment Counselors
Michigan
$763K +$8.39K +301 +1%
FTUS
44
Flow Traders U.S.
New York
$763K +$764K +27,394 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$749K +$474K +17,013 +172%
Mariner
46
Mariner
Kansas
$713K +$132K +4,725 +23%
AWM
47
Apollon Wealth Management
South Carolina
$697K +$195K +7,000 +39%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$677K -$56.4K -2,021 -8%
AWM
49
Altium Wealth Management
New York
$629K
RFC
50
Regions Financial Corp
Alabama
$462K -$20.2K -723 -4%

IBMN Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2021, worth a combined $153M — up 12% from $137M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMN positions and 8 closed out — a net gain of 4 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $4.99M. The largest seller was Karp Capital Management, exiting entirely with an estimated $5.19M sold.

  • 83 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $153M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2021 and 8 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $4.99M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2021 was Karp Capital Management, an estimated $5.19M sold.

Based on aggregated 13F filings for Q4 2021.