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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
PA
126
Parallel Advisors
California
$265K
WWM
127
WJ Wealth Management
Arizona
$253K -$207K -7,813 -45%
MA
128
Mutual Advisors
Nebraska
$251K -$19.4K -734 -7%
CGFA
129
Colton Groome Financial Advisors
North Carolina
$246K -$55.5K -2,095 -18%
AF
130
Arrow Financial
New York
$238K +$1.59K +60 +0.7%
SPC
131
Sigma Planning Corp
Michigan
$228K +$228K +8,599 New
ATC
132
Argent Trust Co
Tennessee
$227K
GFPC
133
Global Financial Private Client
Florida
$225K +$821 +31 +0.4%
PCIA
134
Prime Capital Investment Advisors
Kansas
$221K +$221K +8,337 New
CIC
135
Carnegie Investment Counsel
Ohio
$212K -$26.5K -1,000 -11%
PTC
136
Private Trust Company
Ohio
$169K
EPW
137
Evergreen Private Wealth
Colorado
$118K -$685K -25,871 -85%
HIA
138
Harbor Investment Advisory
Maryland
$91K
GEA
139
Glen Eagle Advisors
New Jersey
$80.7K +$43.7K +1,650 +118%
PS
140
Principal Securities
Iowa
$72K +$3.84K +145 +6%
HI
141
Harbour Investments
Wisconsin
$60.3K +$159 +6 +0.3%
AF
142
Allworth Financial
California
$20.2K
AP
143
Aspect Partners
Virginia
$19.3K
OAJ
144
Ogorek Anthony Joseph
New York
$18K
FFA
145
Farther Finance Advisors
California
$12.4K
JP Morgan Chase
146
JP Morgan Chase
New York
$10.4K -$35K -1,321 -77%
HPC
147
HM Payson & Co
Maine
$8.07K +$8.07K +305 New
SC
148
Stephens Consulting
Michigan
$7.94K
BlackRock
149
BlackRock
New York
$3.63K
BONH
150
Bank of New Hampshire
New Hampshire
$2.91K -$19.1K -720 -87%

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.