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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

136 hedge funds and large institutions have $428M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

59% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 37

3% more funds holding

Funds holding: 132136 (+4)

1% more capital invested

Capital invested by funds: $424M → $428M (+$3.67M)

0.96% less ownership

Funds ownership: 87.35%86.4% (-0.96%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
59
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
26
Hills Bank & Trust
Iowa
$3.32M +$3.34M +127,334 New
Stifel Financial
27
Stifel Financial
Missouri
$3.24M +$140K +5,349 +5%
UCFA
28
United Capital Financial Advisors
Texas
$3.12M +$56.8K +2,161 +2%
SPIA
29
Steward Partners Investment Advisory
New York
$2.96M -$73.5K -2,798 -2%
WIC
30
Woodmont Investment Counsel
Tennessee
$2.83M -$10.5K -400 -0.4%
GA
31
Gateway Advisory
New Jersey
$2.79M +$112K +4,279 +4%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.77M -$36.6K -1,392 -1%
KCM
33
Kathmere Capital Management
Pennsylvania
$2.7M +$2.72M +103,647 New
RJA
34
Raymond James & Associates
Florida
$2.7M +$49.9K +1,898 +2%
LIA
35
LBMC Investment Advisors
Tennessee
$2.67M +$101K +3,837 +4%
BPA
36
Beacon Pointe Advisors
California
$2.57M +$154K +5,871 +6%
SCA
37
Stonebridge Capital Advisors
Minnesota
$2.47M -$104K -3,963 -4%
SPA
38
Sentinel Pension Advisors
Massachusetts
$2.21M +$104K +3,964 +5%
P
39
Paradiem
Louisiana
$2.01M
RFC
40
Regions Financial Corp
Alabama
$1.85M +$336K +12,788 +22%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.84M -$6.59K -251 -0.4%
LPT
42
Legacy Private Trust
Wisconsin
$1.82M +$201K +7,655 +12%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.77M +$131 +5 +0%
SCG
44
Sonata Capital Group
Washington
$1.63M
Creative Planning
45
Creative Planning
Kansas
$1.61M +$248K +9,438 +18%
CIM
46
Confluence Investment Management
Missouri
$1.6M +$552 +21 +0%
Mariner
47
Mariner
Kansas
$1.43M +$23.2K +884 +2%
AM
48
Atwater Malick
Pennsylvania
$1.42M +$485K +18,470 +51%
SVWAG
49
Sound View Wealth Advisors Group
Georgia
$1.4M +$76.5K +2,913 +6%
CTC
50
Central Trust Company
Missouri
$1.38M +$449K +17,092 +48%

IBMN Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2023, worth a combined $428M — up 0.86% from $424M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMN positions and 6 closed out — a net gain of 8 holders — while 59 added to existing stakes and 37 trimmed.

The largest buyer was Colony Group, adding an estimated $3.6M. The largest seller was Wells Fargo, cutting an estimated $9.24M.

  • 136 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2023, up from 132 in Q2 2023.
  • Funds reported $428M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2023, up 0.86% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2023 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2023 was Colony Group, an estimated $3.6M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2023.