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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 $410M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 154154 (0)

0.82% less ownership

Funds ownership: 84.6%83.78% (-0.82%)

4% less capital invested

Capital invested by funds: $427M → $410M (-$16.4M)

Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
67
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
51
Leo Wealth LLC
Texas
$1.88M +$1.65K +62 +0.1%
Lido Advisors
52
Lido Advisors
California
$1.81M +$510K +19,170 +39%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.81M +$1.12M +41,962 +162%
SWM
54
Scissortail Wealth Management
Oklahoma
$1.75M -$1.43M -53,794 -100%
Mariner
55
Mariner
Kansas
$1.69M -$188K -7,063 -10%
Ameriprise
56
Ameriprise
Minnesota
$1.64M +$85.4K +3,210 +5%
SPIA
57
Steward Partners Investment Advisory
New York
$1.49M -$526K -19,755 -26%
SWMG
58
Signature Wealth Management Group
Georgia
$1.48M -$51.6K -1,940 -3%
Citadel Advisors
59
Citadel Advisors
Florida
$1.43M +$471K +17,701 +49%
FFG
60
Foundry Financial Group
New Hampshire
$1.34M -$2.53K -95 -0.2%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.34M -$426 -16 -0%
AI
62
Atria Investments
North Carolina
$1.32M +$41K +1,541 +3%
VA
63
Valmark Advisers
Ohio
$1.29M -$101K -3,792 -7%
RAG
64
RIA Advisory Group
Iowa
$1.25M +$1.25M +47,018 New
BSAM
65
Blue Square Asset Management
New York
$1.24M -$29.5K -1,108 -2%
CIA
66
Capital Investment Advisors
Georgia
$1.16M +$83.6K +3,143 +8%
CCM
67
Coldstream Capital Management
Washington
$1.14M +$86.2K +3,240 +8%
Jane Street
68
Jane Street
New York
$1.11M -$2.16M -81,281 -66%
Financial Engines Advisors
69
Financial Engines Advisors
California
$1.08M +$571K +21,472 +113%
PFM
70
Phillips Financial Management
Indiana
$1.06M -$25.1K -942 -2%
SSB
71
Sandy Spring Bank
Maryland
$1.05M +$46.4K +1,744 +5%
SG
72
Strid Group
Pennsylvania
$900K +$898K +33,753 New
IA
73
IFP Advisors
Florida
$852K -$30.5K -1,148 -3%
CIAS
74
CFS Investment Advisory Services
New Jersey
$828K -$27.1K -1,017 -3%
IWM
75
IHT Wealth Management
Illinois
$793K +$4.02K +151 +0.5%

IBMN Hedge Fund Activity: Q3 2024 in Review

154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2024, worth a combined $410M — down 3.8% from $427M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMN positions and 6 closed out — a net gain of 2 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.92M. The largest seller was Focus Partners Wealth, cutting an estimated $19.1M.

  • 154 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $410M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2024, down 3.8% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.92M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.