We are live on ! Find out more
IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

165 hedge funds and large institutions have $354M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

0% more funds holding

Funds holding: 165165 (0)

5.12% less ownership

Funds ownership: 84.03%78.91% (-5.1%)

11% less capital invested

Capital invested by funds: $398M → $354M (-$44.1M)

Holders
165
Holders Change
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
58
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
WealthBridge Capital Management
Ohio
$461K +$19.1K +717 +4%
AWA
102
Amplius Wealth Advisors
Pennsylvania
$455K -$18.1K -679 -4%
ANTB
103
AMG National Trust Bank
Colorado
$449K
RTL
104
Red Tortoise LLC
Georgia
$441K +$440K +16,483 New
ACS
105
Archford Capital Strategies
Illinois
$441K +$14.7K +550 +3%
1L
106
10Elms LLP
Oklahoma
$435K
HS
107
Horan Securities
United States
$406K
SCA
108
Stonebridge Capital Advisors
Minnesota
$403K -$75.4K -2,825 -16%
SMC
109
Smith, Moore & Co
Missouri
$402K +$402K +15,037 New
CA
110
Clearstead Advisors
Ohio
$391K -$25.1K -940 -6%
BWM
111
BCS Wealth Management
Tennessee
$376K
SWA
112
Sax Wealth Advisors
New Jersey
$375K +$375K +14,027 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$375K +$1.15K +43 +0.3%
PGAM
114
Princeton Global Asset Management
New Jersey
$364K +$294 +11 +0.1%
WI
115
WrapManager Inc
California
$355K -$16K -599 -4%
TA
116
TPG Advisors
Illinois
$353K
PAG
117
Private Advisor Group
New Jersey
$351K +$12.1K +452 +4%
APP
118
Avantax Planning Partners
Iowa
$348K -$1.82K -68 -0.5%
BWFA
119
Baltimore-Washington Financial Advisors
Maryland
$345K +$50K +1,873 +17%
SC
120
Savant Capital
Illinois
$336K
CCA
121
Cora Capital Advisors
New Jersey
$320K
LPT
122
Legacy Private Trust
Wisconsin
$313K
CIM
123
Confluence Investment Management
Missouri
$310K
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$287K -$217K -8,109 -43%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$286K +$134 +5 +0%

IBMN Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2025, worth a combined $354M — down 11% from $398M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMN positions and 12 closed out — a net gain of 3 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Reliant Wealth Planning, opening a new position worth an estimated $2.05M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.

  • 165 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $354M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2025 and 12 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2025 was Reliant Wealth Planning, an estimated $2.05M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.