We are live on ! Find out more
IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN

Delisted

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

Back to rankings

158 hedge funds and large institutions have $317M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 78.91% → 78.58% (-0.33%)

4% less funds holding

Funds holding: 165 → 158 (-7)

10% less capital invested

Capital invested by funds: $354M → $317M (-$36.9M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
158
Holders Change
-7
Holders Change %
-4.24%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
39
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PA
PSI Advisors
Florida
+$8.36M
2
Lido Advisors
Lido Advisors
California
+$1.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$669K
4
HSG
Helen Stephens Group
Texas
+$593K
5
M1FG
Mach-1 Financial Group
Arkansas
+$530K

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$6.8M
2
NA
NewEdge Advisors
Louisiana
-$6.34M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.37M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.01M
5
SA
Sanctuary Advisors
Indiana
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
P
26
Paradiem
Louisiana
$3.08M – – –
UCFA
27
United Capital Financial Advisors
Texas
$3.07M +$311K +11,640 +11%
CPWM
28
Cypress Point Wealth Management
Texas
$3.03M – – –
RFC
29
Regions Financial Corp
Alabama
$2.91M -$214K -7,985 -7%
CTC
30
Central Trust Company
Missouri
$2.9M -$200K -7,473 -6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.79M -$209K -7,821 -7%
Deutsche Bank
32
Deutsche Bank
Germany
$2.76M – – –
VA
33
Valmark Advisers
Ohio
$2.7M -$23.4K -876 -0.9%
AM
34
Atwater Malick
Pennsylvania
$2.69M -$60.1K -2,247 -2%
SWP
35
Stratos Wealth Partners
Ohio
$2.47M +$8.46K +316 +0.3%
SCG
36
Sonata Capital Group
Washington
$2.44M – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2.27M -$174K -6,495 -7%
HCM
38
Howland Capital Management
Massachusetts
$2.12M -$50.3K -1,880 -2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.05M +$3.42K +128 +0.2%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.98M -$97.2K -3,633 -5%
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$1.75M +$2.94K +110 +0.2%
Ameriprise
42
Ameriprise
Minnesota
$1.74M +$34.2K +1,279 +2%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.71M +$1.07K +40 +0.1%
CIA
44
Capital Investment Advisors
Georgia
$1.65M -$2.89K -108 -0.2%
CCM
45
Coldstream Capital Management
Washington
$1.61M -$211K -7,871 -12%
RAG
46
RIA Advisory Group
Iowa
$1.55M +$111K +4,149 +8%
LWL
47
Leo Wealth LLC
Texas
$1.51M – – –
SWMG
48
Signature Wealth Management Group
Georgia
$1.47M -$22.9K -855 -2%
BPA
49
Beacon Pointe Advisors
California
$1.45M +$131K +4,914 +10%
KPWS
50
Kestra Private Wealth Services
Texas
$1.41M +$58.9K +2,200 +4%
1
2
3 4 5

IBMN Hedge Fund Activity: Q3 2025 in Review

158 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2025, worth a combined $317M — down 10% from $354M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBMN and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 39 added.

The largest buyer was PSI Advisors, opening a new position worth an estimated $8.36M. The largest seller was Truist Financial, exiting entirely with an estimated $6.8M sold.

  • 158 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2025, down from 165 in Q2 2025.
  • Funds reported $317M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2025, down 10% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2025 and 16 closed out, a net change of -5 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2025 was PSI Advisors, an estimated $8.36M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2025 was Truist Financial, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2025.