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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN

Delisted

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

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125 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

120% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $245M → $327M (+$82.1M)

17% more funds holding

Funds holding: 107 → 125 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

80.43% less ownership

Funds ownership: 166.66% → 86.23% (-80%)

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
55
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.7M
2
NA
NewEdge Advisors
Louisiana
+$11M
3
Wells Fargo
Wells Fargo
California
+$10.4M
4
Truist Financial
Truist Financial
North Carolina
+$4.78M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$38.5M
2
SL
Salomon & Ludwin
Virginia
-$5.89M
3
CIM
Confluence Investment Management
Missouri
-$4.12M
4
Jane Street
Jane Street
New York
-$2.12M
5
CIC
Carnegie Investment Counsel
Ohio
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$3.14M +$2.52M +96,134 +431%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.94M +$2.92M +111,529 New
WIC
28
Woodmont Investment Counsel
Tennessee
$2.78M – – –
BPA
29
Beacon Pointe Advisors
California
$2.76M +$752K +28,728 +38%
LPT
30
Legacy Private Trust
Wisconsin
$2.72M +$513K +19,614 +24%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$961K +36,696 +67%
SCA
32
Stonebridge Capital Advisors
Minnesota
$2.39M +$352K +13,435 +17%
WWM
33
WJ Wealth Management
Arizona
$2.25M +$770K +29,424 +53%
SPA
34
Sentinel Pension Advisors
Massachusetts
$2.04M +$898K +34,316 +80%
RJA
35
Raymond James & Associates
Florida
$1.99M +$501K +19,129 +34%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.81M +$1.8M +68,682 New
Osaic Holdings
37
Osaic Holdings
Arizona
$1.79M +$1.13M +43,211 +176%
HW
38
Hedeker Wealth
Illinois
$1.75M +$1.74M +66,459 New
RFC
39
Regions Financial Corp
Alabama
$1.68M -$713K -27,229 -30%
SCG
40
Sonata Capital Group
Washington
$1.65M – – –
CTC
41
Central Trust Company
Missouri
$1.54M -$60K -2,294 -4%
CIAS
42
CFS Investment Advisory Services
New Jersey
$1.39M -$38.5M -1,472,627 -97%
PFM
43
Phillips Financial Management
Indiana
$1.39M – – –
IA
44
IFP Advisors
Florida
$1.36M +$655K +25,014 +86%
SWMG
45
Signature Wealth Management Group
Georgia
$1.36M +$296K +11,310 +28%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.26M +$441K +16,840 +54%
LIA
47
LBMC Investment Advisors
Tennessee
$1.22M +$670K +25,600 +124%
BSAM
48
Blue Square Asset Management
New York
$1.18M +$24.1K +920 +2%
Mariner
49
Mariner
Kansas
$1.17M +$138K +5,283 +13%
CAN
50
Cetera Advisor Networks
California
$1.04M +$664K +25,354 +179%
1
2
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IBMN Hedge Fund Activity: Q4 2022 in Review

125 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2022, worth a combined $327M — up 34% from $245M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBMN positions and 8 closed out — a net gain of 19 holders — while 55 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $19.7M. The largest seller was CFS Investment Advisory Services, cutting an estimated $38.5M.

  • 125 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $327M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2022, up 34% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2022 was Bank of America, an estimated $19.7M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2022.