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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

165 hedge funds and large institutions have $354M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

0% more funds holding

Funds holding: 165165 (0)

5.12% less ownership

Funds ownership: 84.03%78.91% (-5.1%)

11% less capital invested

Capital invested by funds: $398M → $354M (-$44.1M)

Holders
165
Holders Change
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
58
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
51
Signature Wealth Management Group
Georgia
$1.49M +$19.6K +734 +1%
RAG
52
RIA Advisory Group
Iowa
$1.43M +$68K +2,545 +5%
SWM
53
Scissortail Wealth Management
Oklahoma
$1.41M -$250K -9,356 -15%
Mariner
54
Mariner
Kansas
$1.38M -$9.32K -349 -0.7%
KPWS
55
Kestra Private Wealth Services
Texas
$1.35M +$103K +3,850 +8%
BPA
56
Beacon Pointe Advisors
California
$1.31M -$527K -19,721 -29%
Jane Street
57
Jane Street
New York
$1.29M +$21.1K +789 +2%
PFM
58
Phillips Financial Management
Indiana
$1.29M +$200K +7,487 +18%
Financial Engines Advisors
59
Financial Engines Advisors
California
$1.25M +$187K +6,993 +18%
IWM
60
IHT Wealth Management
Illinois
$1.23M +$6.65K +249 +0.5%
MWM
61
Modern Wealth Management
Kansas
$1.16M +$176K +6,603 +18%
BSAM
62
Blue Square Asset Management
New York
$1.15M -$23.1K -865 -2%
GHA
63
Granite Harbor Advisors
Texas
$1.05M -$25K -936 -2%
SPA
64
Sentinel Pension Advisors
Massachusetts
$1.03M -$1.21M -45,172 -54%
LF
65
Lantz Financial
Illinois
$1.02M +$31.3K +1,173 +3%
SPIA
66
Steward Partners Investment Advisory
New York
$1.02M -$14.6K -546 -1%
AI
67
Atria Investments
North Carolina
$964K -$220K -8,221 -19%
RWM
68
Revisor Wealth Management
Ohio
$945K
FFG
69
Foundry Financial Group
New Hampshire
$934K -$29.9K -1,120 -3%
SG
70
Strid Group
Pennsylvania
$903K
AssetMark Inc
71
AssetMark Inc
California
$893K +$544K +20,359 +157%
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$878K +$328K +12,297 +60%
HI
73
Harbour Investments
Wisconsin
$874K +$855K +32,029 +5,084%
IA
74
IFP Advisors
Florida
$868K +$11.6K +433 +1%
ADL
75
Asset Dedication LLC
California
$866K +$601K +22,497 +229%

IBMN Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2025, worth a combined $354M — down 11% from $398M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMN positions and 12 closed out — a net gain of 3 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Reliant Wealth Planning, opening a new position worth an estimated $2.05M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.

  • 165 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $354M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2025 and 12 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2025 was Reliant Wealth Planning, an estimated $2.05M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.