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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
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$467K -$354K -13,307 -43%
APP
102
Avantax Planning Partners
Iowa
$440K -$195K -7,336 -31%
GAM
103
Gould Asset Management
California
$436K
ACS
104
Archford Capital Strategies
Illinois
$432K -$128K -4,793 -23%
FAFN
105
First Affirmative Financial Network
Colorado
$406K +$16.1K +606 +4%
WCM
106
WealthBridge Capital Management
Ohio
$394K +$97.4K +3,662 +33%
CFS
107
Commonwealth Financial Services
West Virginia
$386K +$28.4K +1,069 +8%
PA
108
Parallel Advisors
California
$384K +$36K +1,355 +10%
WI
109
WrapManager Inc
California
$382K -$12.7K -479 -3%
BWM
110
BCS Wealth Management
Tennessee
$374K
LPT
111
Legacy Private Trust
Wisconsin
$363K
PGAM
112
Princeton Global Asset Management
New Jersey
$361K +$293 +11 +0.1%
SC
113
Savant Capital
Illinois
$346K -$76.6K -2,879 -18%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$342K +$692 +26 +0.2%
CCA
115
Cora Capital Advisors
New Jersey
$319K
Cerity Partners
116
Cerity Partners
New York
$308K +$307K +11,550 New
CIM
117
Confluence Investment Management
Missouri
$305K -$705K -26,503 -70%
JBA
118
Johnson Bixby & Associates
Washington
$296K
BOPW
119
Brandywine Oak Private Wealth
Pennsylvania
$295K -$72.9K -2,739 -20%
BWFA
120
Baltimore-Washington Financial Advisors
Maryland
$293K +$36K +1,353 +14%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$291K +$106 +4 +0%
ANTB
122
AMG National Trust Bank
Colorado
$286K
Goldman Sachs
123
Goldman Sachs
New York
$284K -$113K -4,248 -29%
MA
124
MONECO Advisors
Connecticut
$279K
NC
125
NovaPoint Capital
Georgia
$267K

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.