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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

136 hedge funds and large institutions have $428M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

59% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 37

3% more funds holding

Funds holding: 132136 (+4)

1% more capital invested

Capital invested by funds: $424M → $428M (+$3.67M)

0.96% less ownership

Funds ownership: 87.35%86.4% (-0.96%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
59
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
76
Granite Harbor Advisors
Texas
$661K
PWS
77
Peloton Wealth Strategists
Indiana
$652K
LNC
78
Lincoln National Corp
Pennsylvania
$614K +$69.8K +2,659 +13%
IWM
79
IHT Wealth Management
Illinois
$606K +$2.6K +99 +0.4%
SIC
80
Sigma Investment Counselors
Michigan
$599K -$14.2K -540 -2%
SWP
81
Stratos Wealth Partners
Ohio
$596K +$601K +22,871 New
KC
82
Kades & Cheifetz
Pennsylvania
$549K -$236 -9 -0%
4WM
83
4J Wealth Management
Virginia
$542K +$27.1K +1,030 +5%
BOPW
84
Brandywine Oak Private Wealth
Pennsylvania
$496K -$57K -2,172 -10%
CPIA
85
Cornell Pochily Investment Advisors
New York
$474K +$1.58K +60 +0.3%
VNB
86
Virginia National Bank
Virginia
$460K
AFG
87
AFS Financial Group
Maryland
$454K
CCM
88
Coldstream Capital Management
Washington
$427K -$71.1K -2,707 -14%
ACS
89
Archford Capital Strategies
Illinois
$408K -$267K -10,167 -39%
FTUS
90
Flow Traders U.S.
New York
$374K -$498K -18,951 -57%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$368K -$253K -9,650 -41%
BWM
92
BCS Wealth Management
Tennessee
$366K
FAFN
93
First Affirmative Financial Network
Colorado
$363K -$13.2K -502 -3%
WCM
94
WealthBridge Capital Management
Ohio
$335K -$11.6K -440 -3%
WI
95
WrapManager Inc
California
$323K -$10K -382 -3%
CIC
96
Carnegie Investment Counsel
Ohio
$313K
CCA
97
Cora Capital Advisors
New Jersey
$312K
SWA
98
Stratos Wealth Advisors
Ohio
$298K +$15K +571 +5%
CGFA
99
Colton Groome Financial Advisors
North Carolina
$297K -$34.9K -1,330 -10%
AIP
100
Ameritas Investment Partners
Nebraska
$295K -$51.5K -1,962 -15%

IBMN Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2023, worth a combined $428M — up 0.86% from $424M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMN positions and 6 closed out — a net gain of 8 holders — while 59 added to existing stakes and 37 trimmed.

The largest buyer was Colony Group, adding an estimated $3.6M. The largest seller was Wells Fargo, cutting an estimated $9.24M.

  • 136 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2023, up from 132 in Q2 2023.
  • Funds reported $428M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2023, up 0.86% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2023 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2023 was Colony Group, an estimated $3.6M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2023.