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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

166 hedge funds and large institutions have $414M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

8% more funds holding

Funds holding: 154166 (+12)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0.89% more ownership

Funds ownership: 83.78%84.68% (+0.89%)

1% more capital invested

Capital invested by funds: $410M → $414M (+$3.15M)

Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
57
Reduced
56
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$4.03M +$2.22M +83,485 +123%
PA
27
PSI Advisors
Florida
$3.74M +$1.79M +67,300 +92%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$3.56M -$19.3K -726 -0.5%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.37M +$370K +13,914 +12%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.13M -$704K -26,435 -18%
P
31
Paradiem
Louisiana
$3.06M
CPWM
32
Cypress Point Wealth Management
Texas
$3.01M
SA
33
Sanctuary Advisors
Indiana
$2.93M +$85.9K +3,227 +3%
CTC
34
Central Trust Company
Missouri
$2.89M +$228K +8,567 +9%
SWP
35
Stratos Wealth Partners
Ohio
$2.75M +$125K +4,710 +5%
WIC
36
Woodmont Investment Counsel
Tennessee
$2.61M -$33.2K -1,248 -1%
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$2.59M +$5.62K +211 +0.2%
QFA
38
Quantum Financial Advisors
California
$2.57M -$1.28M -48,133 -33%
SCG
39
Sonata Capital Group
Washington
$2.42M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$2.34M +$42K +1,579 +2%
UCFA
41
United Capital Financial Advisors
Texas
$2.34M +$185K +6,949 +9%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$2.32M -$61.7K -2,319 -3%
AM
43
Atwater Malick
Pennsylvania
$2.23M -$61.1K -2,294 -3%
SPA
44
Sentinel Pension Advisors
Massachusetts
$2.2M +$19K +713 +0.9%
RFC
45
Regions Financial Corp
Alabama
$2.13M +$36.9K +1,387 +2%
HCM
46
Howland Capital Management
Massachusetts
$2.05M -$6.65K -250 -0.3%
BPA
47
Beacon Pointe Advisors
California
$1.95M -$67.1K -2,522 -3%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.8M +$465K +17,484 +35%
NDSI
49
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M -$248K -9,330 -12%
SWM
50
Scissortail Wealth Management
Oklahoma
$1.75M +$1.75M +65,605 +142,620%

IBMN Hedge Fund Activity: Q4 2024 in Review

166 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2024, worth a combined $414M — up 0.77% from $410M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBMN positions and 8 closed out — a net gain of 15 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was Jane Street, adding an estimated $8.42M. The largest seller was Mercer Global Advisors, cutting an estimated $4.54M.

  • 166 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2024, up from 154 in Q3 2024.
  • Funds reported $414M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2024, up 0.77% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2024 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2024 was Jane Street, an estimated $8.42M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2024.