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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

86 hedge funds and large institutions have $152M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

25.52% more ownership

Funds ownership: 83.61%109.13% (+26%)

4% more funds holding

Funds holding: 8386 (+3)

1% less capital invested

Capital invested by funds: $153M → $152M (-$797K)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
37
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$1.19M +$26.8K +986 +2%
SPA
27
Sentinel Pension Advisors
Massachusetts
$1.14M -$148K -5,435 -11%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1.02M
PA
29
PFG Advisors
Arizona
$1.02M -$404K -14,832 -28%
PFM
30
Phillips Financial Management
Indiana
$957K
NWM
31
Northcape Wealth Management
New York
$955K +$1.33K +49 +0.1%
RJA
32
Raymond James & Associates
Florida
$954K -$29.7K -1,091 -3%
WIC
33
Woodmont Investment Counsel
Tennessee
$946K +$965K +35,475 New
Creative Planning
34
Creative Planning
Kansas
$930K -$277K -10,175 -23%
VA
35
Valmark Advisers
Ohio
$930K +$21.7K +797 +2%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$855K +$211K +7,750 +32%
AWM
37
Apollon Wealth Management
South Carolina
$826K +$163K +6,000 +24%
Mariner
38
Mariner
Kansas
$820K +$141K +5,167 +20%
AIP
39
Ameritas Investment Partners
Nebraska
$767K +$6.88K +253 +0.9%
PWS
40
Peloton Wealth Strategists
Indiana
$746K
VNB
41
Virginia National Bank
Virginia
$741K +$757K +27,802 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$735K -$70.1K -2,576 -9%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$718K +$1.09K +40 +0.1%
CDIA
44
Capital Directions Investment Advisors
Georgia
$716K -$75.1K -2,761 -9%
SIC
45
Sigma Investment Counselors
Michigan
$714K -$15.8K -579 -2%
CA
46
CGN Advisors
Kansas
$705K -$271K -9,958 -27%
PAG
47
Private Advisor Group
New Jersey
$699K -$392K -14,395 -35%
AWM
48
Altium Wealth Management
New York
$639K +$38K +1,396 +6%
BPA
49
Beacon Pointe Advisors
California
$546K +$277K +10,166 +99%
SVWAG
50
Sound View Wealth Advisors Group
Georgia
$498K +$108K +3,976 +27%

IBMN Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2022, worth a combined $152M — down 0.52% from $153M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMN positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $38.9M. The largest seller was UBS Group, cutting an estimated $2.27M.

  • 86 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2022, up from 83 in Q4 2021.
  • Funds reported $152M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2022, down 0.52% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2022 and 4 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $38.9M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2022 was UBS Group, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2022.