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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

151 hedge funds and large institutions have $464M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 53

1% less funds holding

Funds holding: 152151 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

7.95% less ownership

Funds ownership: 94.63%86.68% (-7.9%)

14% less capital invested

Capital invested by funds: $539M → $464M (-$74.3M)

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
61
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$3.88M +$22K +830 +0.6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.7M +$91.4K +3,452 +3%
QFA
28
Quantum Financial Advisors
California
$3.65M +$3.65M +137,917 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.57M -$612K -23,116 -15%
NDSI
30
Newman Dignan & Sheerar Inc
Rhode Island
$3.04M -$636K -24,020 -17%
P
31
Paradiem
Louisiana
$3.04M +$1M +37,792 +49%
CPWM
32
Cypress Point Wealth Management
Texas
$2.99M
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.98M -$150K -5,672 -5%
GA
34
Gateway Advisory
New Jersey
$2.84M +$67.3K +2,541 +2%
CTC
35
Central Trust Company
Missouri
$2.61M +$772K +29,161 +42%
NEPWA
36
New England Private Wealth Advisors
Massachusetts
$2.56M +$2.65K +100 +0.1%
WIC
37
Woodmont Investment Counsel
Tennessee
$2.5M -$265K -10,000 -10%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.42M -$229K -8,656 -9%
SCG
39
Sonata Capital Group
Washington
$2.38M +$723K +27,325 +44%
UCFA
40
United Capital Financial Advisors
Texas
$2.36M -$455K -17,173 -16%
BPA
41
Beacon Pointe Advisors
California
$2.36M -$287K -10,859 -11%
SPA
42
Sentinel Pension Advisors
Massachusetts
$2.2M +$1.17K +44 +0.1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.19M +$1.91M +72,284 +697%
Stifel Financial
44
Stifel Financial
Missouri
$2.14M -$1.37M -51,933 -39%
SPIA
45
Steward Partners Investment Advisory
New York
$2.07M -$180K -6,791 -8%
RFC
46
Regions Financial Corp
Alabama
$2.01M -$111K -4,175 -5%
Mariner
47
Mariner
Kansas
$1.88M -$253K -9,576 -12%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.88M +$514K +19,409 +38%
LWL
49
Leo Wealth LLC
Texas
$1.87M +$1.08K +41 +0.1%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.8M -$209K -7,914 -10%

IBMN Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2024, worth a combined $464M — down 14% from $539M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IBMN and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 61 added.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $8.8M. The largest seller was Morgan Stanley, cutting an estimated $34.5M.

  • 151 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2024, down from 152 in Q4 2023.
  • Funds reported $464M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2024 and 15 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2024 was Amplius Wealth Advisors, an estimated $8.8M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $34.5M sold.

Based on aggregated 13F filings for Q1 2024.