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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

132 hedge funds and large institutions have $424M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $366M → $424M (+$58.8M)

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

2.64% more ownership

Funds ownership: 84.72%87.35% (+2.6%)

1% less funds holding

Funds holding: 134132 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% 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
6
Increased
53
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
76
Avantax Planning Partners
Iowa
$675K
GHA
77
Granite Harbor Advisors
Texas
$667K
HCM
78
Howland Capital Management
Massachusetts
$667K +$175K +6,650 +36%
PWS
79
Peloton Wealth Strategists
Indiana
$658K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$626K +$130K +4,920 +26%
SIC
81
Sigma Investment Counselors
Michigan
$619K
IWM
82
IHT Wealth Management
Illinois
$610K +$2.42K +92 +0.4%
PA
83
PFG Advisors
Arizona
$570K -$81.5K -3,091 -12%
BOPW
84
Brandywine Oak Private Wealth
Pennsylvania
$558K -$96.6K -3,663 -15%
KC
85
Kades & Cheifetz
Pennsylvania
$555K
LNC
86
Lincoln National Corp
Pennsylvania
$550K +$15.2K +575 +3%
PSIWM
87
Paradigm Strategies in Wealth Management
Minnesota
$541K
4WM
88
4J Wealth Management
Virginia
$520K +$154K +5,827 +42%
CCM
89
Coldstream Capital Management
Washington
$503K +$279K +10,583 +124%
CPIA
90
Cornell Pochily Investment Advisors
New York
$477K +$1.45K +55 +0.3%
VNB
91
Virginia National Bank
Virginia
$465K
AFG
92
AFS Financial Group
Maryland
$458K
NWM
93
Northcape Wealth Management
New York
$424K -$60.6K -2,300 -12%
FAFN
94
First Affirmative Financial Network
Colorado
$379K -$9.49K -360 -2%
BWM
95
BCS Wealth Management
Tennessee
$370K
WCM
96
WealthBridge Capital Management
Ohio
$350K -$17.4K -660 -5%
AIP
97
Ameritas Investment Partners
Nebraska
$349K -$6.96K -264 -2%
WI
98
WrapManager Inc
California
$336K -$41.1K -1,559 -11%
CGFA
99
Colton Groome Financial Advisors
North Carolina
$335K -$36.8K -1,395 -10%
GFPC
100
Global Financial Private Client
Florida
$331K -$15.6K -593 -5%

IBMN Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2023, worth a combined $424M — up 16% from $366M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IBMN and 6 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 53 added.

The largest buyer was Colony Group, adding an estimated $54.2M. The largest seller was Jane Street, cutting an estimated $3.59M.

  • 132 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2023, down from 134 in Q1 2023.
  • Funds reported $424M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2023 and 8 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2023 was Colony Group, an estimated $54.2M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2023 was Jane Street, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2023.