We are live on ! Find out more
IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

154 hedge funds and large institutions have $427M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

2% more funds holding

Funds holding: 151154 (+3)

2.08% less ownership

Funds ownership: 86.68%84.6% (-2.1%)

8% less capital invested

Capital invested by funds: $464M → $427M (-$37.6M)

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
63
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Howland Capital Management
Massachusetts
$1.92M +$253K +9,560 +15%
LWL
52
Leo Wealth LLC
Texas
$1.87M +$1.64K +62 +0.1%
Mariner
53
Mariner
Kansas
$1.87M -$16.5K -626 -0.9%
AWA
54
Amplius Wealth Advisors
Pennsylvania
$1.6M -$7.19M -272,214 -82%
Ameriprise
55
Ameriprise
Minnesota
$1.55M +$83.3K +3,152 +6%
SWMG
56
Signature Wealth Management Group
Georgia
$1.52M -$2.09K -79 -0.1%
SWM
57
Scissortail Wealth Management
Oklahoma
$1.43M -$26.2K -990 -2%
VA
58
Valmark Advisers
Ohio
$1.38M +$239K +9,056 +21%
FTUS
59
Flow Traders U.S.
New York
$1.34M +$1.34M +50,589 New
FFG
60
Foundry Financial Group
New Hampshire
$1.34M
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$845K +31,992 +175%
Lido Advisors
62
Lido Advisors
California
$1.29M -$20.7K -783 -2%
AI
63
Atria Investments
North Carolina
$1.27M -$299K -11,335 -19%
BSAM
64
Blue Square Asset Management
New York
$1.26M -$42.9K -1,625 -3%
PFM
65
Phillips Financial Management
Indiana
$1.08M
CIA
66
Capital Investment Advisors
Georgia
$1.07M +$149K +5,658 +16%
CCM
67
Coldstream Capital Management
Washington
$1.04M +$354K +13,380 +51%
CIM
68
Confluence Investment Management
Missouri
$1M +$234K +8,844 +30%
SSB
69
Sandy Spring Bank
Maryland
$995K +$57.2K +2,165 +6%
Citadel Advisors
70
Citadel Advisors
Florida
$950K +$948K +35,885 New
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$914K +$1.11K +42 +0.1%
IA
72
IFP Advisors
Florida
$877K +$3.86K +146 +0.4%
CIAS
73
CFS Investment Advisory Services
New Jersey
$849K -$296K -11,221 -26%
GSIAS
74
Garden State Investment Advisory Services
New Jersey
$816K -$7.13K -270 -0.9%
SCA
75
Stonebridge Capital Advisors
Minnesota
$791K -$592K -22,412 -43%

IBMN Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2024, worth a combined $427M — down 8.1% from $464M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMN positions and 10 closed out — a net gain of 7 holders — while 63 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $5.53M. The largest seller was Focus Partners Wealth, cutting an estimated $38.3M.

  • 154 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $427M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2024, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2024 and 10 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2024 was Bank of America, an estimated $5.53M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2024 was Focus Partners Wealth, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2024.