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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

52 hedge funds and large institutions have $78.9M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

66% more capital invested

Capital invested by funds: $47.4M → $78.9M (+$31.5M)

7.67% more ownership

Funds ownership: 65.43%73.1% (+7.7%)

2% less funds holding

Funds holding: 5352 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.68M +$2.69M +95,847 +54%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.79M +$5.79M +205,995 New
Bank of America
3
Bank of America
North Carolina
$5.03M +$1.93M +68,709 +62%
Wells Fargo
4
Wells Fargo
California
$4.72M +$1.98M +70,474 +72%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.57M +$4.56M +162,440 New
US Bancorp
6
US Bancorp
Minnesota
$4.38M +$3.02M +107,362 +222%
UCFA
7
United Capital Financial Advisors
Texas
$4.36M +$4.36M +155,214 New
SEIA
8
Signature Estate & Investment Advisors
California
$4.12M -$441K -15,705 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.64M +$1.84M +65,319 +101%
CIM
10
Confluence Investment Management
Missouri
$3.6M -$190K -6,757 -5%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$2.97M +$2.36M +83,889 +384%
PWM
12
Praetorian Wealth Management
California
$2.88M +$404K +14,376 +16%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.86M +$2.86M +101,676 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.49M -$57.5K -2,045 -2%
CTC
15
Central Trust Company
Missouri
$1.69M +$8.43K +300 +0.5%
UBS Group
16
UBS Group
Switzerland
$1.41M +$233K +8,290 +20%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.32M +$371K +13,212 +39%
SPA
18
Sentinel Pension Advisors
Massachusetts
$1.32M +$157K +5,597 +14%
REMPR
19
Roof Eidam Maycock Peralta (REMP)
California
$1.08M
CIA
20
Covington Investment Advisors
Pennsylvania
$1.03M +$13.8K +490 +1%
LPL Financial
21
LPL Financial
California
$907K +$694K +24,715 +327%
AWM
22
Altium Wealth Management
New York
$800K +$3.34K +119 +0.4%
RJA
23
Raymond James & Associates
Florida
$779K +$137K +4,891 +21%
PWS
24
Peloton Wealth Strategists
Indiana
$759K +$225K +8,000 +42%
Mariner
25
Mariner
Kansas
$663K +$231K +8,211 +53%

IBMN Hedge Fund Activity: Q3 2020 in Review

52 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2020, worth a combined $78.9M — up 66% from $47.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IBMN and 9 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 30 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $5.79M. The largest seller was Jane Street, exiting entirely with an estimated $2.13M sold.

  • 52 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2020, down from 53 in Q2 2020.
  • Funds reported $78.9M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2020, up 66% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2020 and 10 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2020 was HighTower Advisors, an estimated $5.79M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2020 was Jane Street, an estimated $2.13M sold.

Based on aggregated 13F filings for Q3 2020.