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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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134 hedge funds and large institutions have $366M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $327M → $366M (+$38.9M)

7% more funds holding

Funds holding: 125 → 134 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.51% less ownership

Funds ownership: 86.23% → 84.72% (-1.5%)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.18M
2
Stifel Financial
Stifel Financial
Missouri
+$2.76M
3
Wells Fargo
Wells Fargo
California
+$2.41M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.37M
5
Bank of America
Bank of America
North Carolina
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
SVWAG
Sound View Wealth Advisors Group
Georgia
-$1.77M
2
WWM
WJ Wealth Management
Arizona
-$1.19M
3
UBS Group
UBS Group
Switzerland
-$1.14M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$902K
5
FTUS
Flow Traders U.S.
New York
-$873K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$3.23M -$356K -13,436 -10%
SPIA
27
Steward Partners Investment Advisory
New York
$3.17M -$11.3K -428 -0.4%
BPA
28
Beacon Pointe Advisors
California
$3.09M +$302K +11,426 +11%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.05M +$85.6K +3,233 +3%
WIC
30
Woodmont Investment Counsel
Tennessee
$2.81M +$7.94K +300 +0.3%
Stifel Financial
31
Stifel Financial
Missouri
$2.77M +$2.76M +104,268 New
LIA
32
LBMC Investment Advisors
Tennessee
$2.63M +$1.39M +52,527 +114%
LPT
33
Legacy Private Trust
Wisconsin
$2.58M -$156K -5,888 -6%
SCA
34
Stonebridge Capital Advisors
Minnesota
$2.57M +$158K +5,954 +7%
RJA
35
Raymond James & Associates
Florida
$2.41M +$409K +15,460 +21%
LB
36
Leo Brokerage
Texas
$2.35M +$2.34M +88,279 New
SPA
37
Sentinel Pension Advisors
Massachusetts
$2.11M +$48.8K +1,842 +2%
P
38
Paradiem
Louisiana
$2.05M +$2.04M +77,194 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.88M +$597K +22,563 +47%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.84M +$30.6K +1,155 +2%
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.75M +$343K +12,943 +25%
HW
42
Hedeker Wealth
Illinois
$1.74M -$24.9K -941 -1%
CTC
43
Central Trust Company
Missouri
$1.71M +$161K +6,071 +10%
RFC
44
Regions Financial Corp
Alabama
$1.7M +$3.55K +134 +0.2%
SCG
45
Sonata Capital Group
Washington
$1.66M – – –
CIM
46
Confluence Investment Management
Missouri
$1.65M +$1.37M +51,921 +519%
Mariner
47
Mariner
Kansas
$1.49M +$308K +11,635 +26%
PFM
48
Phillips Financial Management
Indiana
$1.46M +$53.3K +2,015 +4%
SWMG
49
Signature Wealth Management Group
Georgia
$1.4M +$32.2K +1,217 +2%
SVWAG
50
Sound View Wealth Advisors Group
Georgia
$1.38M -$1.77M -66,718 -56%
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IBMN Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2023, worth a combined $366M — up 12% from $327M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMN positions and 7 closed out — a net gain of 12 holders — while 70 added to existing stakes and 30 trimmed.

The largest buyer was Jane Street, adding an estimated $5.18M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.77M.

  • 134 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2023, up from 125 in Q4 2022.
  • Funds reported $366M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2023 and 7 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $5.18M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2023.