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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN

Delisted

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

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125 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

120% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $245M → $327M (+$82.1M)

17% more funds holding

Funds holding: 107 → 125 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

80.43% less ownership

Funds ownership: 166.66% → 86.23% (-80%)

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
55
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.7M
2
NA
NewEdge Advisors
Louisiana
+$11M
3
Wells Fargo
Wells Fargo
California
+$10.4M
4
Truist Financial
Truist Financial
North Carolina
+$4.78M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$38.5M
2
SL
Salomon & Ludwin
Virginia
-$5.89M
3
CIM
Confluence Investment Management
Missouri
-$4.12M
4
Jane Street
Jane Street
New York
-$2.12M
5
CIC
Carnegie Investment Counsel
Ohio
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
101
NovaPoint Capital
Georgia
$264K – – –
ADL
102
Asset Dedication LLC
California
$259K – – –
ASN
103
Advisory Services Network
Georgia
$253K -$9.42K -360 -4%
CG
104
Colony Group
Massachusetts
$251K +$249K +9,500 New
AF
105
Arrow Financial
New York
$246K +$45.2K +1,725 +23%
SWM
106
Segment Wealth Management
Texas
$216K – – –
VCM
107
Vigilant Capital Management
Maine
$214K +$10.2K +390 +5%
SWA
108
Stratos Wealth Advisors
Ohio
$207K +$206K +7,851 New
EIA
109
Eldridge Investment Advisors
New Hampshire
$206K +$205K +7,826 New
PTC
110
Private Trust Company
Ohio
$205K -$979K -37,404 -83%
CFGS
111
Concourse Financial Group Securities
Alabama
$135K – – –
HS
112
Horan Securities
United States
$135K +$134K +5,109 New
PGAM
113
Princeton Global Asset Management
New Jersey
$102K – – –
CSPAM
114
Cary Street Partners Asset Management
Virginia
$93.2K – – –
HIA
115
Harbor Investment Advisory
Maryland
$86.8K +$74.5K +2,847 +643%
HI
116
Harbour Investments
Wisconsin
$59.3K +$340 +13 +0.6%
PAI
117
Pittenger & Anderson Inc
Nebraska
$55.8K +$55.4K +2,116 New
BAM
118
Belpointe Asset Management
Nevada
$31.6K +$31.4K +1,200 New
BONH
119
Bank of New Hampshire
New Hampshire
$22K – – –
FFA
120
Farther Finance Advisors
California
$21K +$20.8K +795 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$19K +$19.2K +733 New
TWM
122
Tradition Wealth Management
Minnesota
$16K +$79 +3 +0.5%
SC
123
Stephens Consulting
Michigan
$7.91K – – –
BlackRock
124
BlackRock
New York
$3.56K +$26 +1 +0.7%
PAG
125
Private Advisor Group
New Jersey
$303 -$728K -27,799 -71%
2 3 4
5
6

IBMN Hedge Fund Activity: Q4 2022 in Review

125 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2022, worth a combined $327M — up 34% from $245M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBMN positions and 8 closed out — a net gain of 19 holders — while 55 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $19.7M. The largest seller was CFS Investment Advisory Services, cutting an estimated $38.5M.

  • 125 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $327M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2022, up 34% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2022 was Bank of America, an estimated $19.7M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2022.