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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

165 hedge funds and large institutions have $398M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 166165 (-1)

0.65% less ownership

Funds ownership: 84.68%84.03% (-0.65%)

4% less capital invested

Capital invested by funds: $414M → $398M (-$15.7M)

9% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 64

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
58
Reduced
64
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$3.92M +$338K +12,652 +9%
CWP
27
Cyndeo Wealth Partners
Florida
$3.79M -$656K -24,568 -15%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.15M -$2.32K -87 -0.1%
P
29
Paradiem
Louisiana
$3.08M
CPWM
30
Cypress Point Wealth Management
Texas
$3.02M
CTC
31
Central Trust Company
Missouri
$2.91M +$5.47K +205 +0.2%
SA
32
Sanctuary Advisors
Indiana
$2.89M -$49.4K -1,849 -2%
RFC
33
Regions Financial Corp
Alabama
$2.89M +$745K +27,899 +35%
UCFA
34
United Capital Financial Advisors
Texas
$2.76M +$412K +15,427 +18%
SWP
35
Stratos Wealth Partners
Ohio
$2.76M -$8.09K -303 -0.3%
AM
36
Atwater Malick
Pennsylvania
$2.71M +$469K +17,573 +21%
VA
37
Valmark Advisers
Ohio
$2.59M +$902K +33,784 +54%
WIC
38
Woodmont Investment Counsel
Tennessee
$2.57M -$52.7K -1,975 -2%
QFA
39
Quantum Financial Advisors
California
$2.51M -$73.9K -2,769 -3%
SCG
40
Sonata Capital Group
Washington
$2.43M
SPA
41
Sentinel Pension Advisors
Massachusetts
$2.24M +$20.3K +762 +0.9%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$2.22M -$111K -4,175 -5%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$2.2M -$150K -5,637 -6%
HCM
44
Howland Capital Management
Massachusetts
$2.2M +$133K +5,000 +6%
Deutsche Bank
45
Deutsche Bank
Germany
$2.06M +$1.55M +58,034 +307%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$105K +3,919 +6%
BPA
47
Beacon Pointe Advisors
California
$1.84M -$120K -4,496 -6%
NEPWA
48
New England Private Wealth Advisors
Massachusetts
$1.73M -$872K -32,656 -33%
Ameriprise
49
Ameriprise
Minnesota
$1.73M -$5.21K -195 -0.3%
CCM
50
Coldstream Capital Management
Washington
$1.67M +$128K +4,788 +8%

IBMN Hedge Fund Activity: Q1 2025 in Review

165 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2025, worth a combined $398M — down 3.8% from $414M a quarter earlier.

Fund positioning in IBMN was balanced in Q1 2025: 9 funds opened new positions, 9 closed out, 58 added to existing stakes and 64 trimmed.

The largest buyer was Lido Advisors, adding an estimated $3.36M. The largest seller was Jane Street, cutting an estimated $8.29M.

  • 165 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2025, down from 166 in Q4 2024.
  • Funds reported $398M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2025 and 9 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $3.36M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2025 was Jane Street, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2025.