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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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152 hedge funds and large institutions have $539M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

26% more capital invested

Capital invested by funds: $428M → $539M (+$111M)

12% more funds holding

Funds holding: 136 → 152 (+16)

8.23% more ownership

Funds ownership: 86.4% → 94.63% (+8.2%)

Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$42.2M
2
Jane Street
Jane Street
New York
+$31.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.3M
4
KCM
Kathmere Capital Management
Pennsylvania
+$12.5M
5
Goldman Sachs
Goldman Sachs
New York
+$5.19M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18.4M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$15.3M
3
HighTower Advisors
HighTower Advisors
Illinois
-$5.74M
4
LPT
Legacy Private Trust
Wisconsin
-$1.37M
5
RAG
RIA Advisory Group
Iowa
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
51
Sonata Capital Group
Washington
$1.66M – – –
HCM
52
Howland Capital Management
Massachusetts
$1.66M +$721K +27,435 +79%
Ameriprise
53
Ameriprise
Minnesota
$1.54M -$18.4M -698,658 -92%
SWM
54
Scissortail Wealth Management
Oklahoma
$1.52M +$1.51M +57,490 New
AM
55
Atwater Malick
Pennsylvania
$1.52M +$70.1K +2,667 +5%
SWMG
56
Signature Wealth Management Group
Georgia
$1.52M +$1.51M +57,262 New
AI
57
Atria Investments
North Carolina
$1.47M +$1.46M +55,463 New
EFP
58
Envision Financial Planning
Tennessee
$1.46M +$101K +3,848 +8%
Lido Advisors
59
Lido Advisors
California
$1.44M +$377K +14,356 +36%
Creative Planning
60
Creative Planning
Kansas
$1.4M -$237K -9,022 -15%
FFG
61
Foundry Financial Group
New Hampshire
$1.38M +$1.36M +51,871 New
Osaic Holdings
62
Osaic Holdings
Arizona
$1.37M -$502K -19,096 -27%
BSAM
63
Blue Square Asset Management
New York
$1.31M +$191K +7,253 +17%
PFM
64
Phillips Financial Management
Indiana
$1.27M – – –
BFEC
65
Benjamin F. Edwards & Company
Missouri
$1.27M +$361K +13,720 +40%
CIAS
66
CFS Investment Advisory Services
New Jersey
$1.23M -$119K -4,529 -9%
DSA
67
Droms Strauss Advisors
Missouri
$1.21M -$54.8K -2,085 -4%
VA
68
Valmark Advisers
Ohio
$1.06M +$55.4K +2,109 +6%
SWP
69
Stratos Wealth Partners
Ohio
$1.02M +$406K +15,426 +67%
SSB
70
Sandy Spring Bank
Maryland
$992K -$67.4K -2,565 -6%
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$914K +$1.31K +50 +0.1%
CIA
72
Capital Investment Advisors
Georgia
$910K +$97.5K +3,709 +12%
IA
73
IFP Advisors
Florida
$904K +$122K +4,650 +16%
RHP
74
Royal Harbor Partners
Texas
$877K -$62.3K -2,369 -7%
SWA
75
Stratos Wealth Advisors
Ohio
$867K +$558K +21,213 +185%
1 2
3
4 5

IBMN Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2023, worth a combined $539M — up 26% from $428M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBMN positions and 9 closed out — a net gain of 18 holders — while 60 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.2M. The largest seller was Ameriprise, cutting an estimated $18.4M.

  • 152 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $539M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2023 and 9 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $42.2M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2023 was Ameriprise, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2023.