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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

37 hedge funds and large institutions have $33.6M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

59% more capital invested

Capital invested by funds: $21.1M → $33.6M (+$12.5M)

23% more funds holding

Funds holding: 3037 (+7)

6.66% more ownership

Funds ownership: 53.7%60.36% (+6.7%)

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$5.81M +$5.8M +213,814 New
Wells Fargo
2
Wells Fargo
California
$3.81M +$977K +36,007 +35%
CIM
3
Confluence Investment Management
Missouri
$3.52M -$85.4K -3,146 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.71M -$44.6K -1,643 -2%
Morgan Stanley
5
Morgan Stanley
New York
$2.06M +$220K +8,096 +12%
Bank of America
6
Bank of America
North Carolina
$1.59M +$215K +7,914 +16%
Jane Street
7
Jane Street
New York
$1.27M +$1.26M +46,593 New
SPA
8
Sentinel Pension Advisors
Massachusetts
$1.12M +$1.12M +41,189 New
CTC
9
Central Trust Company
Missouri
$1.08M +$480K +17,700 +80%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M +$612K +22,564 +134%
CIA
11
Covington Investment Advisors
Pennsylvania
$970K +$189K +6,952 +24%
REMPR
12
Roof Eidam Maycock Peralta (REMP)
California
$899K +$847K +31,200 +1,642%
AWM
13
Altium Wealth Management
New York
$788K -$111K -4,091 -12%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$675K +$3.96K +146 +0.6%
UBS Group
15
UBS Group
Switzerland
$633K +$203K +7,484 +47%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$528K +$118K +4,363 +29%
BCA
17
Bay Colony Advisors
Massachusetts
$527K -$27.1K -1,000 -5%
WI
18
WrapManager Inc
California
$514K +$513K +18,901 New
PWS
19
Peloton Wealth Strategists
Indiana
$435K -$27.1K -1,000 -6%
RJA
20
Raymond James & Associates
Florida
$425K +$118K +4,367 +39%
Stifel Financial
21
Stifel Financial
Missouri
$409K +$56.5K +2,081 +16%
BWM
22
BCS Wealth Management
Tennessee
$381K +$381K +14,037 New
CDIA
23
Capital Directions Investment Advisors
Georgia
$342K
RFC
24
Regions Financial Corp
Alabama
$324K +$323K +11,910 New
APA
25
American Portfolios Advisors
New York
$234K +$135K +4,965 +136%

IBMN Hedge Fund Activity: Q4 2019 in Review

37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2019, worth a combined $33.6M — up 59% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMN positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $5.8M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.28M sold.

  • 37 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2019, up from 30 in Q3 2019.
  • Funds reported $33.6M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2019, up 59% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2019 and 3 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2019 was Signature Estate & Investment Advisors, an estimated $5.8M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2019 was Flow Traders U.S., an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2019.