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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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165 hedge funds and large institutions have $354M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

0% more funds holding

Funds holding: 165 → 165 (0)

5.12% less ownership

Funds ownership: 84.03% → 78.91% (-5.1%)

11% less capital invested

Capital invested by funds: $398M → $354M (-$44.1M)

Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
58
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWP
Reliant Wealth Planning
Kentucky
+$2.05M
2
NA
NewEdge Advisors
Louisiana
+$1.38M
3
LPL Financial
LPL Financial
California
+$1.38M
4
Lido Advisors
Lido Advisors
California
+$935K
5
AUB
Atlantic Union Bankshares
Virginia
+$862K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$14.8M
3
PA
PSI Advisors
Florida
-$4.52M
4
Morgan Stanley
Morgan Stanley
New York
-$3.36M
5
Bank of America
Bank of America
North Carolina
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.46M -$566K -21,201 -14%
RFC
27
Regions Financial Corp
Alabama
$3.12M +$234K +8,747 +8%
CTC
28
Central Trust Company
Missouri
$3.1M +$190K +7,116 +7%
P
29
Paradiem
Louisiana
$3.08M – – –
CPWM
30
Cypress Point Wealth Management
Texas
$3.02M – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3M -$152K -5,711 -5%
Deutsche Bank
32
Deutsche Bank
Germany
$2.76M +$701K +26,261 +34%
UCFA
33
United Capital Financial Advisors
Texas
$2.76M -$4.06K -152 -0.1%
AM
34
Atwater Malick
Pennsylvania
$2.74M +$32K +1,197 +1%
VA
35
Valmark Advisers
Ohio
$2.73M +$135K +5,050 +5%
SA
36
Sanctuary Advisors
Indiana
$2.68M -$208K -7,798 -7%
WIC
37
Woodmont Investment Counsel
Tennessee
$2.47M -$107K -4,004 -4%
SWP
38
Stratos Wealth Partners
Ohio
$2.46M -$304K -11,368 -11%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$2.44M +$212K +7,934 +10%
SCG
40
Sonata Capital Group
Washington
$2.43M – – –
HCM
41
Howland Capital Management
Massachusetts
$2.17M -$31.5K -1,180 -1%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$2.07M -$131K -4,891 -6%
RWP
43
Reliant Wealth Planning
Kentucky
$2.05M +$2.05M +76,769 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.05M +$129K +4,833 +7%
CCM
45
Coldstream Capital Management
Washington
$1.82M +$150K +5,614 +9%
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$1.74M +$6.01K +225 +0.3%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.7M +$232K +8,674 +16%
Ameriprise
48
Ameriprise
Minnesota
$1.7M -$29.9K -1,121 -2%
CIA
49
Capital Investment Advisors
Georgia
$1.65M +$37.9K +1,418 +2%
LWL
50
Leo Wealth LLC
Texas
$1.51M – – –
1
2
3 4 5

IBMN Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2025, worth a combined $354M — down 11% from $398M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMN positions and 12 closed out — a net gain of 3 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Reliant Wealth Planning, opening a new position worth an estimated $2.05M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.

  • 165 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $354M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2025 and 12 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2025 was Reliant Wealth Planning, an estimated $2.05M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.