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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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154 hedge funds and large institutions have $427M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

2% more funds holding

Funds holding: 151 → 154 (+3)

2.08% less ownership

Funds ownership: 86.68% → 84.6% (-2.1%)

8% less capital invested

Capital invested by funds: $464M → $427M (-$37.6M)

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
63
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.53M
2
PA
PSI Advisors
Florida
+$1.93M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.64M
4
FTUS
Flow Traders U.S.
New York
+$1.34M
5
SWP
Stratos Wealth Partners
Ohio
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$38.3M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$7.19M
3
Morgan Stanley
Morgan Stanley
New York
-$4.82M
4
Jane Street
Jane Street
New York
-$3.67M
5
SCG
Sonata Capital Group
Washington
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
126
Baltimore-Washington Financial Advisors
Maryland
$256K +$255K +9,650 New
WWM
127
WJ Wealth Management
Arizona
$253K – – –
AF
128
Arrow Financial
New York
$239K – – –
GFPC
129
Global Financial Private Client
Florida
$231K +$5.47K +207 +2%
S
130
SignatureFD
Georgia
$228K +$227K +8,599 New
ATC
131
Argent Trust Co
Tennessee
$227K – – –
RPSA
132
Richard P. Slaughter Associates
Texas
$227K +$227K +8,582 New
CGFA
133
Colton Groome Financial Advisors
North Carolina
$221K -$25.5K -965 -10%
BFP
134
Beacon Financial Planning
Massachusetts
$201K +$200K +7,571 New
PTC
135
Private Trust Company
Ohio
$169K – – –
HIA
136
Harbor Investment Advisory
Maryland
$119K +$27.9K +1,055 +31%
OP
137
ORG Partners
Indiana
$97.8K +$97.8K +3,700 New
GEA
138
Glen Eagle Advisors
New Jersey
$80.8K – – –
PS
139
Principal Securities
Iowa
$72.6K +$581 +22 +0.8%
HI
140
Harbour Investments
Wisconsin
$60.6K +$291 +11 +0.5%
IAIM
141
International Assets Investment Management
Florida
$52.3K +$52.2K +1,976 New
CAM
142
Creekmur Asset Management
Illinois
$24.2K +$24.1K +914 New
EPW
143
Evergreen Private Wealth
Colorado
$21.2K -$96.8K -3,662 -82%
AF
144
Allworth Financial
California
$20.3K – – –
AP
145
Aspect Partners
Virginia
$19.3K – – –
OAJ
146
Ogorek Anthony Joseph
New York
$18K +$79 +3 +0.4%
FFA
147
Farther Finance Advisors
California
$12.4K – – –
JP Morgan Chase
148
JP Morgan Chase
New York
$9.52K -$898 -34 -9%
HPC
149
HM Payson & Co
Maine
$8.08K – – –
SC
150
Stephens Consulting
Michigan
$7.95K – – –
3 4 5
6
7

IBMN Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2024, worth a combined $427M — down 8.1% from $464M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMN positions and 10 closed out — a net gain of 7 holders — while 63 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $5.53M. The largest seller was Focus Partners Wealth, cutting an estimated $38.3M.

  • 154 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $427M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2024, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2024 and 10 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2024 was Bank of America, an estimated $5.53M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2024 was Focus Partners Wealth, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2024.