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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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158 hedge funds and large institutions have $317M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 78.91% → 78.58% (-0.33%)

4% less funds holding

Funds holding: 165 → 158 (-7)

10% less capital invested

Capital invested by funds: $354M → $317M (-$36.9M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
158
Holders Change
-7
Holders Change %
-4.24%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
39
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PA
PSI Advisors
Florida
+$8.36M
2
Lido Advisors
Lido Advisors
California
+$1.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$669K
4
HSG
Helen Stephens Group
Texas
+$593K
5
M1FG
Mach-1 Financial Group
Arkansas
+$530K

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$6.8M
2
NA
NewEdge Advisors
Louisiana
-$6.34M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.37M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.01M
5
SA
Sanctuary Advisors
Indiana
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
101
HORAN Wealth
Ohio
$406K +$406K +15,160 New
BSAM
102
Blue Square Asset Management
New York
$402K -$751K -28,051 -65%
CA
103
Clearstead Advisors
Ohio
$391K – – –
Creative Planning
104
Creative Planning
Kansas
$386K -$119K -4,447 -24%
SWA
105
Sax Wealth Advisors
New Jersey
$382K +$5.86K +219 +2%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$377K +$1.15K +43 +0.3%
BWM
107
BCS Wealth Management
Tennessee
$376K – – –
APP
108
Avantax Planning Partners
Iowa
$348K – – –
PGAM
109
Princeton Global Asset Management
New Jersey
$344K -$19.8K -739 -5%
SC
110
Savant Capital
Illinois
$337K – – –
LPT
111
Legacy Private Trust
Wisconsin
$313K – – –
CIM
112
Confluence Investment Management
Missouri
$310K – – –
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$309K +$22.2K +830 +8%
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$303K -$4.01M -150,024 -93%
CCA
115
Cora Capital Advisors
New Jersey
$290K -$30.1K -1,125 -9%
CBT
116
Crews Bank & Trust
Florida
$284K -$375K -14,020 -57%
MA
117
MONECO Advisors
Connecticut
$280K – – –
WANY
118
Wealthspire Advisors (New York)
New York
$273K – – –
NG
119
Novem Group
New York
$272K -$251K -9,388 -48%
AFG
120
Atomi Financial Group
New York
$268K +$268K +10,014 New
GWCM
121
Godshalk Welsh Capital Management
Pennsylvania
$268K +$40.1K +1,500 +18%
CFS
122
Commonwealth Financial Services
West Virginia
$255K -$2.38K -89 -0.9%
TA
123
TPG Advisors
Illinois
$249K -$104K -3,900 -30%
AF
124
Arrow Financial
New York
$241K – – –
AssetMark Inc
125
AssetMark Inc
California
$241K -$652K -24,367 -73%
3 4
5
6 7

IBMN Hedge Fund Activity: Q3 2025 in Review

158 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2025, worth a combined $317M — down 10% from $354M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBMN and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 39 added.

The largest buyer was PSI Advisors, opening a new position worth an estimated $8.36M. The largest seller was Truist Financial, exiting entirely with an estimated $6.8M sold.

  • 158 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2025, down from 165 in Q2 2025.
  • Funds reported $317M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2025, down 10% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2025 and 16 closed out, a net change of -5 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2025 was PSI Advisors, an estimated $8.36M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2025 was Truist Financial, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2025.