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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

158 hedge funds and large institutions have $317M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 78.91%78.58% (-0.33%)

4% less funds holding

Funds holding: 165158 (-7)

10% less capital invested

Capital invested by funds: $354M → $317M (-$36.9M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
158
Holders Change
-7
Holders Change %
-4.24%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
39
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$1.4M +$147K +5,476 +12%
GHA
52
Granite Harbor Advisors
Texas
$1.36M +$308K +11,511 +29%
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$1.32M +$445K +16,627 +51%
PFM
54
Phillips Financial Management
Indiana
$1.29M
SWM
55
Scissortail Wealth Management
Oklahoma
$1.29M -$123K -4,591 -9%
IWM
56
IHT Wealth Management
Illinois
$1.24M +$6.61K +247 +0.5%
Mariner
57
Mariner
Kansas
$1.22M -$160K -5,987 -12%
MWM
58
Modern Wealth Management
Kansas
$1.19M +$20.8K +777 +2%
LF
59
Lantz Financial
Illinois
$1.1M +$69.5K +2,596 +7%
SPA
60
Sentinel Pension Advisors
Massachusetts
$1.03M +$5.99K +224 +0.6%
Jane Street
61
Jane Street
New York
$1.01M -$281K -10,490 -22%
SPIA
62
Steward Partners Investment Advisory
New York
$1.01M -$13.5K -504 -1%
VA
63
VestGen Advisors
Illinois
$943K +$139K +5,195 +17%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$938K +$669K +25,000 +250%
FFG
65
Foundry Financial Group
New Hampshire
$934K -$1.34K -50 -0.1%
RWM
66
Revisor Wealth Management
Ohio
$921K -$25.4K -949 -3%
GWMR
67
GC Wealth Management RIA
Massachusetts
$913K +$113K +4,235 +14%
SG
68
Strid Group
Pennsylvania
$904K
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$891K +$134K +4,999 +18%
Stifel Financial
70
Stifel Financial
Missouri
$867K +$73K +2,730 +9%
ST
71
Spinnaker Trust
Maine
$840K
ADL
72
Asset Dedication LLC
California
$838K -$28.3K -1,056 -3%
AUB
73
Atlantic Union Bankshares
Virginia
$825K -$39K -1,457 -5%
RCA
74
Resonant Capital Advisors
Wisconsin
$804K
FAC
75
Financial Advisory Corporation
Michigan
$762K +$36.3K +1,357 +5%

IBMN Hedge Fund Activity: Q3 2025 in Review

158 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2025, worth a combined $317M — down 10% from $354M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBMN and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 39 added.

The largest buyer was PSI Advisors, opening a new position worth an estimated $8.36M. The largest seller was Truist Financial, exiting entirely with an estimated $6.8M sold.

  • 158 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2025, down from 165 in Q2 2025.
  • Funds reported $317M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2025, down 10% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2025 and 16 closed out, a net change of -5 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2025 was PSI Advisors, an estimated $8.36M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2025 was Truist Financial, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2025.