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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
GWMR
76
GC Wealth Management RIA
Massachusetts
$758K +$159K +5,969 +27%
GT
77
Glenview Trust
Kentucky
$750K
LF
78
Lantz Financial
Illinois
$743K +$89.8K +3,374 +14%
AWM
79
Apollon Wealth Management
South Carolina
$733K -$53.2K -2,000 -7%
KPWS
80
Kestra Private Wealth Services
Texas
$714K +$5.61K +211 +0.8%
REMPR
81
Roof Eidam Maycock Peralta (REMP)
California
$704K -$216K -8,119 -24%
ST
82
Spinnaker Trust
Maine
$693K +$45.5K +1,710 +7%
SCA
83
Stonebridge Capital Advisors
Minnesota
$689K -$106K -4,000 -13%
PWS
84
Peloton Wealth Strategists
Indiana
$667K
GHA
85
Granite Harbor Advisors
Texas
$659K
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$658K +$23.5K +885 +4%
MWM
87
Modern Wealth Management
Kansas
$656K +$109K +4,099 +20%
AWA
88
Amplius Wealth Advisors
Pennsylvania
$639K -$967K -36,343 -60%
CA
89
Clearstead Advisors
Ohio
$600K -$43.3K -1,629 -7%
ECM
90
Exchange Capital Management
Michigan
$597K +$39.2K +1,475 +7%
Creative Planning
91
Creative Planning
Kansas
$578K -$76.9K -2,890 -12%
TA
92
TPG Advisors
Illinois
$572K
4WM
93
4J Wealth Management
Virginia
$558K +$958 +36 +0.2%
KC
94
Kades & Cheifetz
Pennsylvania
$548K +$36.4K +1,370 +7%
Stifel Financial
95
Stifel Financial
Missouri
$509K -$2.2M -82,807 -81%
PPWM
96
PFG Private Wealth Management
Florida
$509K +$29.2K +1,098 +6%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$504K +$503K +18,907 New
Deutsche Bank
98
Deutsche Bank
Germany
$504K
HS
99
Horan Securities
United States
$498K
PAG
100
Private Advisor Group
New Jersey
$470K -$73.5K -2,764 -14%

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.