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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

151 hedge funds and large institutions have $464M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 53

1% less funds holding

Funds holding: 152151 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

7.95% less ownership

Funds ownership: 94.63%86.68% (-7.9%)

14% less capital invested

Capital invested by funds: $539M → $464M (-$74.3M)

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
61
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
101
Klingman & Associates
New York
$433K -$88.7K -3,350 -17%
GAM
102
Gould Asset Management
California
$432K
CFS
103
Commonwealth Financial Services
West Virginia
$429K
HS
104
Horan Securities
United States
$414K +$108K +4,082 +35%
PSIWM
105
Paradigm Strategies in Wealth Management
Minnesota
$407K -$417K -15,768 -51%
WI
106
WrapManager Inc
California
$389K +$13.9K +525 +4%
FAFN
107
First Affirmative Financial Network
Colorado
$373K +$4.53K +171 +1%
BOPW
108
Brandywine Oak Private Wealth
Pennsylvania
$373K -$61K -2,306 -14%
BWM
109
BCS Wealth Management
Tennessee
$371K
LPT
110
Legacy Private Trust
Wisconsin
$361K -$102K -3,870 -22%
CA
111
Cetera Advisors
Colorado
$358K +$359K +13,545 New
PGAM
112
Princeton Global Asset Management
New Jersey
$358K +$185 +7 +0.1%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$339K +$90.9K +3,435 +37%
CCA
114
Cora Capital Advisors
New Jersey
$316K
WCM
115
WealthBridge Capital Management
Ohio
$316K -$2.99K -113 -0.9%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$308K -$6.96K -263 -2%
Financial Engines Advisors
117
Financial Engines Advisors
California
$299K +$99.7K +3,768 +50%
JBA
118
Johnson Bixby & Associates
Washington
$294K
AIP
119
Ameritas Investment Partners
Nebraska
$292K +$4.55K +172 +2%
ANTB
120
AMG National Trust Bank
Colorado
$284K
ADL
121
Asset Dedication LLC
California
$282K
MA
122
MONECO Advisors
Connecticut
$277K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$276K +$53 +2 +0%
MWM
124
Modern Wealth Management
Kansas
$272K +$272K +10,281 New
NC
125
NovaPoint Capital
Georgia
$265K

IBMN Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2024, worth a combined $464M — down 14% from $539M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IBMN and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 61 added.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $8.8M. The largest seller was Morgan Stanley, cutting an estimated $34.5M.

  • 151 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2024, down from 152 in Q4 2023.
  • Funds reported $464M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2024 and 15 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2024 was Amplius Wealth Advisors, an estimated $8.8M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $34.5M sold.

Based on aggregated 13F filings for Q1 2024.