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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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136 hedge funds and large institutions have $428M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

59% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 37

3% more funds holding

Funds holding: 132 → 136 (+4)

1% more capital invested

Capital invested by funds: $424M → $428M (+$3.67M)

0.96% less ownership

Funds ownership: 87.35% → 86.4% (-0.96%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
59
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$3.6M
2
ATPW
Ashton Thomas Private Wealth
Arizona
+$3.46M
3
HBT
Hills Bank & Trust
Iowa
+$3.34M
4
NA
NewEdge Advisors
Louisiana
+$3.14M
5
KCM
Kathmere Capital Management
Pennsylvania
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.24M
2
Jane Street
Jane Street
New York
-$1.98M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.6M
4
HW
Hedeker Wealth
Illinois
-$1.12M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
51
Envision Financial Planning
Tennessee
$1.33M +$1.34M +51,161 New
CIAS
52
CFS Investment Advisory Services
New Jersey
$1.33M -$204K -7,780 -13%
PFM
53
Phillips Financial Management
Indiana
$1.25M -$277K -10,557 -18%
DSA
54
Droms Strauss Advisors
Missouri
$1.24M +$10.8K +412 +0.9%
RAG
55
RIA Advisory Group
Iowa
$1.14M -$50.5K -1,922 -4%
BSAM
56
Blue Square Asset Management
New York
$1.1M +$14.9K +566 +1%
PPWM
57
PFG Private Wealth Management
Florida
$1.08M -$12.8K -489 -1%
CAN
58
Cetera Advisor Networks
California
$1.08M +$32.4K +1,233 +3%
SSB
59
Sandy Spring Bank
Maryland
$1.04M -$95.7K -3,643 -8%
Lido Advisors
60
Lido Advisors
California
$1.04M +$329K +12,535 +46%
WWM
61
WJ Wealth Management
Arizona
$1.02M – – –
VA
62
Valmark Advisers
Ohio
$982K +$114K +4,347 +13%
GSIAS
63
Garden State Investment Advisory Services
New Jersey
$928K +$64.4K +2,453 +7%
RHP
64
Royal Harbor Partners
Texas
$923K -$85.6K -3,259 -8%
HCM
65
Howland Capital Management
Massachusetts
$911K +$252K +9,600 +38%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$897K – – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$889K +$123K +4,664 +16%
KA
68
Klingman & Associates
New York
$800K +$40.1K +1,525 +5%
CIA
69
Capital Investment Advisors
Georgia
$797K +$80.6K +3,067 +11%
AWM
70
Apollon Wealth Management
South Carolina
$779K +$9.82K +374 +1%
IA
71
IFP Advisors
Florida
$767K -$224K -8,516 -22%
SC
72
Savant Capital
Illinois
$714K +$79 +3 +0%
PSIWM
73
Paradigm Strategies in Wealth Management
Minnesota
$714K +$180K +6,855 +33%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$696K +$16.6K +631 +2%
APP
75
Avantax Planning Partners
Iowa
$669K – – –
1 2
3
4 5

IBMN Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2023, worth a combined $428M — up 0.86% from $424M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMN positions and 6 closed out — a net gain of 8 holders — while 59 added to existing stakes and 37 trimmed.

The largest buyer was Colony Group, adding an estimated $3.6M. The largest seller was Wells Fargo, cutting an estimated $9.24M.

  • 136 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2023, up from 132 in Q2 2023.
  • Funds reported $428M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2023, up 0.86% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2023 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2023 was Colony Group, an estimated $3.6M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2023.