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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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152 hedge funds and large institutions have $539M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

26% more capital invested

Capital invested by funds: $428M → $539M (+$111M)

12% more funds holding

Funds holding: 136 → 152 (+16)

8.23% more ownership

Funds ownership: 86.4% → 94.63% (+8.2%)

Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$42.2M
2
Jane Street
Jane Street
New York
+$31.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.3M
4
KCM
Kathmere Capital Management
Pennsylvania
+$12.5M
5
Goldman Sachs
Goldman Sachs
New York
+$5.19M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18.4M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$15.3M
3
HighTower Advisors
HighTower Advisors
Illinois
-$5.74M
4
LPT
Legacy Private Trust
Wisconsin
-$1.37M
5
RAG
RIA Advisory Group
Iowa
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$3.87M -$430K -16,363 -10%
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$3.69M +$1.71K +65 +0%
RJA
28
Raymond James & Associates
Florida
$3.67M +$908K +34,558 +33%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.62M -$63.7K -2,424 -2%
Stifel Financial
30
Stifel Financial
Missouri
$3.52M +$227K +8,616 +7%
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$3.14M +$1.7M +64,703 +120%
CPWM
32
Cypress Point Wealth Management
Texas
$3M +$2.97M +113,000 New
UCFA
33
United Capital Financial Advisors
Texas
$2.82M -$350K -13,326 -11%
FTUS
34
Flow Traders U.S.
New York
$2.79M +$2.39M +90,968 +634%
GA
35
Gateway Advisory
New Jersey
$2.79M -$49.5K -1,884 -2%
WIC
36
Woodmont Investment Counsel
Tennessee
$2.78M -$105K -4,000 -4%
LIA
37
LBMC Investment Advisors
Tennessee
$2.73M +$1.08K +41 +0%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M -$155K -5,880 -6%
BPA
39
Beacon Pointe Advisors
California
$2.65M +$33.4K +1,270 +1%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$2.57M +$2.55M +96,872 New
SCA
41
Stonebridge Capital Advisors
Minnesota
$2.4M -$110K -4,173 -4%
SPIA
42
Steward Partners Investment Advisory
New York
$2.26M -$742K -28,231 -25%
SPA
43
Sentinel Pension Advisors
Massachusetts
$2.21M -$41.1K -1,565 -2%
Mariner
44
Mariner
Kansas
$2.15M +$684K +26,031 +48%
RFC
45
Regions Financial Corp
Alabama
$2.13M +$243K +9,240 +13%
CIM
46
Confluence Investment Management
Missouri
$2.06M +$425K +16,173 +26%
P
47
Paradiem
Louisiana
$2.05M – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.01M +$209K +7,938 +12%
LWL
49
Leo Wealth LLC
Texas
$1.87M +$1.85M +70,507 New
CTC
50
Central Trust Company
Missouri
$1.84M +$440K +16,732 +32%
1
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IBMN Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2023, worth a combined $539M — up 26% from $428M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBMN positions and 9 closed out — a net gain of 18 holders — while 60 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.2M. The largest seller was Ameriprise, cutting an estimated $18.4M.

  • 152 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $539M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2023 and 9 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $42.2M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2023 was Ameriprise, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2023.