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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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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: 165 → 165 (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
–

Top Buyers

Rank Fund Capital Flow
1
RWP
Reliant Wealth Planning
Kentucky
+$2.05M
2
NA
NewEdge Advisors
Louisiana
+$1.38M
3
LPL Financial
LPL Financial
California
+$1.38M
4
Lido Advisors
Lido Advisors
California
+$935K
5
AUB
Atlantic Union Bankshares
Virginia
+$862K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$14.8M
3
PA
PSI Advisors
Florida
-$4.52M
4
Morgan Stanley
Morgan Stanley
New York
-$3.36M
5
Bank of America
Bank of America
North Carolina
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$282K +$49.8K +1,866 +22%
MA
127
MONECO Advisors
Connecticut
$280K – – –
WANY
128
Wealthspire Advisors (New York)
New York
$272K – – –
Baird Financial Group
129
Baird Financial Group
Wisconsin
$268K – – –
PWS
130
Precision Wealth Strategies
Missouri
$263K +$263K +9,832 New
CFS
131
Commonwealth Financial Services
West Virginia
$257K -$107K -4,010 -29%
RPC
132
Rossmore Private Capital
Connecticut
$251K – – –
AF
133
Arrow Financial
New York
$241K – – –
SPC
134
Sigma Planning Corp
Michigan
$239K -$110K -4,122 -32%
S
135
SignatureFD
Georgia
$230K – – –
GWCM
136
Godshalk Welsh Capital Management
Pennsylvania
$227K +$227K +8,500 New
PTC
137
Private Trust Company
Ohio
$224K +$29.4K +1,100 +15%
SP
138
Stablepoint Partners
Massachusetts
$218K -$1.07K -40 -0.5%
KAS
139
Kestra Advisory Services
Texas
$216K +$14.2K +530 +7%
Goldman Sachs
140
Goldman Sachs
New York
$216K -$74.4K -2,787 -26%
FNT
141
First National Trust
Pennsylvania
$213K +$212K +7,954 New
AWP
142
Accretive Wealth Partners
New Jersey
$208K +$207K +7,757 New
JBA
143
Johnson Bixby & Associates
Washington
$205K – – –
4WM
144
4J Wealth Management
Virginia
$204K – – –
SC
145
Stephenson & Company
California
$201K – – –
AIP
146
Ameritas Investment Partners
Nebraska
$184K -$10.8K -405 -6%
HIA
147
Harbor Investment Advisory
Maryland
$120K – – –
CT
148
Coastline Trust
Rhode Island
$112K – – –
OP
149
ORG Partners
Indiana
$98.9K – – –
GEA
150
Glen Eagle Advisors
New Jersey
$81.6K – – –
4 5
6
7 8

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.