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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

30 hedge funds and large institutions have $21.1M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

43% more capital invested

Capital invested by funds: $14.7M → $21.1M (+$6.39M)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3.76% less ownership

Funds ownership: 57.45%53.7% (-3.8%)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$3.63M +$85.5K +3,146 +2%
Wells Fargo
2
Wells Fargo
California
$2.82M +$2.05M +75,577 +264%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.75M +$552K +20,311 +25%
Morgan Stanley
4
Morgan Stanley
New York
$1.83M +$1.04M +38,354 +131%
Bank of America
5
Bank of America
North Carolina
$1.37M +$233K +8,589 +20%
FTUS
6
Flow Traders U.S.
New York
$1.28M +$1.03M +37,959 +399%
AWM
7
Altium Wealth Management
New York
$896K +$150K +5,522 +20%
CIA
8
Covington Investment Advisors
Pennsylvania
$778K
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$668K +$162K +5,960 +32%
CTC
10
Central Trust Company
Missouri
$600K +$345K +12,700 +134%
BCA
11
Bay Colony Advisors
Massachusetts
$546K -$19.3K -710 -3%
PWS
12
Peloton Wealth Strategists
Indiana
$460K +$462K +17,000 New
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$455K +$456K +16,794 New
UBS Group
14
UBS Group
Switzerland
$428K +$334K +12,300 +351%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$408K +$409K +15,061 New
Stifel Financial
16
Stifel Financial
Missouri
$353K +$91.2K +3,358 +35%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$347K +$39K +1,436 +13%
CDIA
18
Capital Directions Investment Advisors
Georgia
$340K
RJA
19
Raymond James & Associates
Florida
$305K +$306K +11,274 New
FCA
20
FinTrust Capital Advisors
South Carolina
$164K +$165K +6,062 New
AIP
21
Ameritas Investment Partners
Nebraska
$156K +$2.77K +102 +2%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$149K -$19.3K -710 -11%
APA
23
American Portfolios Advisors
New York
$98.7K +$99K +3,645 New
SCA
24
Stonebridge Capital Advisors
Minnesota
$64K +$42.5K +1,565 +196%
AG
25
Advisor Group
Arizona
$56K

IBMN Hedge Fund Activity: Q3 2019 in Review

30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2019, worth a combined $21.1M — up 43% from $14.7M a quarter earlier.

Fund positioning in IBMN was balanced in Q3 2019: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.05M. The largest seller was Jane Street, exiting entirely with an estimated $913K sold.

  • 30 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $21.1M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2019, up 43% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2019 and 7 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2019 was Wells Fargo, an estimated $2.05M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2019 was Jane Street, an estimated $913K sold.

Based on aggregated 13F filings for Q3 2019.