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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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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: 132 → 136 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$3.6M
2
ATPW
Ashton Thomas Private Wealth
Arizona
+$3.46M
3
HBT
Hills Bank & Trust
Iowa
+$3.34M
4
NA
NewEdge Advisors
Louisiana
+$3.14M
5
KCM
Kathmere Capital Management
Pennsylvania
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.24M
2
Jane Street
Jane Street
New York
-$1.98M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.6M
4
HW
Hedeker Wealth
Illinois
-$1.12M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$291K +$293K +11,142 New
RCAG
102
Rehmann Capital Advisory Group
Michigan
$289K +$1.16K +44 +0.4%
GFPC
103
Global Financial Private Client
Florida
$281K -$46.3K -1,762 -14%
ADL
104
Asset Dedication LLC
California
$281K – – –
ANTB
105
AMG National Trust Bank
Colorado
$280K – – –
WCP
106
Wick Capital Partners
Pennsylvania
$278K +$280K +10,656 New
PAG
107
Private Advisor Group
New Jersey
$275K -$23.4K -891 -8%
CFS
108
Commonwealth Financial Services
West Virginia
$270K +$272K +10,361 New
SPC
109
Sigma Planning Corp
Michigan
$269K +$972 +37 +0.4%
MA
110
Mutual Advisors
Nebraska
$266K -$998 -38 -0.4%
NC
111
NovaPoint Capital
Georgia
$261K – – –
PA
112
Parallel Advisors
California
$261K +$118K +4,500 +82%
AF
113
Arrow Financial
New York
$255K – – –
HS
114
Horan Securities
United States
$242K – – –
ST
115
Spinnaker Trust
Maine
$236K – – –
ATC
116
Argent Trust Co
Tennessee
$224K +$225K +8,582 New
GAM
117
Gould Asset Management
California
$221K +$8.93K +340 +4%
NWM
118
Northcape Wealth Management
New York
$213K -$208K -7,937 -49%
Comerica Bank
119
Comerica Bank
Texas
$213K +$215K +8,167 New
PTC
120
Private Trust Company
Ohio
$172K +$14.8K +562 +9%
JP Morgan Chase
121
JP Morgan Chase
New York
$161K +$162K +6,175 New
SSWM
122
Sheets Smith Wealth Management
North Carolina
$130K +$131K +5,000 New
PGAM
123
Princeton Global Asset Management
New Jersey
$120K +$19.7K +750 +19%
BBHC
124
Brown Brothers Harriman & Co
New York
$107K +$108K +4,112 New
OP
125
ORG Partners
Indiana
$96.5K – – –
2 3 4
5
6

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.