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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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134 hedge funds and large institutions have $366M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $327M → $366M (+$38.9M)

7% more funds holding

Funds holding: 125 → 134 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.51% less ownership

Funds ownership: 86.23% → 84.72% (-1.5%)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.18M
2
Stifel Financial
Stifel Financial
Missouri
+$2.76M
3
Wells Fargo
Wells Fargo
California
+$2.41M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.37M
5
Bank of America
Bank of America
North Carolina
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
SVWAG
Sound View Wealth Advisors Group
Georgia
-$1.77M
2
WWM
WJ Wealth Management
Arizona
-$1.19M
3
UBS Group
UBS Group
Switzerland
-$1.14M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$902K
5
FTUS
Flow Traders U.S.
New York
-$873K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.34M +$320K +12,093 +32%
RAG
52
RIA Advisory Group
Iowa
$1.18M +$109K +4,111 +10%
IA
53
IFP Advisors
Florida
$1.16M -$207K -7,820 -14%
SSB
54
Sandy Spring Bank
Maryland
$1.14M +$99K +3,740 +10%
PPWM
55
PFG Private Wealth Management
Florida
$1.12M +$1.11M +42,047 New
DSA
56
Droms Strauss Advisors
Missouri
$1.09M +$170K +6,421 +19%
WWM
57
WJ Wealth Management
Arizona
$1.08M -$1.19M -44,863 -53%
BSAM
58
Blue Square Asset Management
New York
$1.07M -$118K -4,446 -10%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$915K – – –
Lido Advisors
60
Lido Advisors
California
$855K +$850K +32,122 New
RHP
61
Royal Harbor Partners
Texas
$845K +$27.1K +1,023 +3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$748K +$202K +7,644 +37%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$743K +$740K +27,939 New
SC
64
Savant Capital
Illinois
$729K +$725K +27,383 New
VA
65
Valmark Advisers
Ohio
$694K -$15K -566 -2%
CIA
66
Capital Investment Advisors
Georgia
$686K +$133K +5,037 +24%
APP
67
Avantax Planning Partners
Iowa
$683K +$12K +454 +2%
GHA
68
Granite Harbor Advisors
Texas
$674K +$297K +11,235 +80%
PWS
69
Peloton Wealth Strategists
Indiana
$665K – – –
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$661K -$220K -8,310 -25%
PA
71
PFG Advisors
Arizona
$658K +$28.1K +1,062 +4%
KA
72
Klingman & Associates
New York
$657K +$47.7K +1,800 +8%
AWM
73
Apollon Wealth Management
South Carolina
$625K – – –
SIC
74
Sigma Investment Counselors
Michigan
$625K -$38.1K -1,440 -6%
IWM
75
IHT Wealth Management
Illinois
$613K +$610K +23,054 New
1 2
3
4 5

IBMN Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2023, worth a combined $366M — up 12% from $327M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMN positions and 7 closed out — a net gain of 12 holders — while 70 added to existing stakes and 30 trimmed.

The largest buyer was Jane Street, adding an estimated $5.18M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.77M.

  • 134 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2023, up from 125 in Q4 2022.
  • Funds reported $366M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2023 and 7 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $5.18M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2023.