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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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64 hedge funds and large institutions have $102M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

29% more capital invested

Capital invested by funds: $78.9M → $102M (+$23.1M)

23% more funds holding

Funds holding: 52 → 64 (+12)

3.18% more ownership

Funds ownership: 73.1% → 76.27% (+3.2%)

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Azimuth Capital Management
Michigan
+$5.89M
2
Morgan Stanley
Morgan Stanley
New York
+$2.04M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.02M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.78M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.63M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$231K
2
UCFA
United Capital Financial Advisors
Texas
-$192K
3
SEIA
Signature Estate & Investment Advisors
California
-$174K
4
SPA
Sentinel Pension Advisors
Massachusetts
-$151K
5
WI
WrapManager Inc
California
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.74M +$2.04M +72,528 +27%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.1M +$297K +10,552 +5%
ACM
3
Azimuth Capital Management
Michigan
$5.91M +$5.89M +209,700 New
US Bancorp
4
US Bancorp
Minnesota
$5.44M +$1.05M +37,406 +24%
Wells Fargo
5
Wells Fargo
California
$5.41M +$683K +24,308 +14%
Bank of America
6
Bank of America
North Carolina
$5.12M +$70.5K +2,510 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.96M +$386K +13,737 +8%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$4.88M +$2.02M +71,721 +71%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$4.61M +$1.63M +58,015 +55%
UCFA
10
United Capital Financial Advisors
Texas
$4.18M -$192K -6,830 -4%
SEIA
11
Signature Estate & Investment Advisors
California
$3.96M -$174K -6,185 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.81M +$158K +5,607 +4%
CIM
13
Confluence Investment Management
Missouri
$3.56M -$45.3K -1,612 -1%
PWM
14
Praetorian Wealth Management
California
$3.15M +$263K +9,341 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.82M +$327K +11,645 +13%
CIAS
16
CFS Investment Advisory Services
New Jersey
$1.97M +$1.96M +69,796 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.78M +$1.78M +63,220 New
CTC
18
Central Trust Company
Missouri
$1.73M +$36.5K +1,300 +2%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M -$47.8K -1,700 -4%
LPL Financial
20
LPL Financial
California
$1.26M +$354K +12,583 +39%
UBS Group
21
UBS Group
Switzerland
$1.18M -$231K -8,205 -16%
SPA
22
Sentinel Pension Advisors
Massachusetts
$1.17M -$151K -5,364 -11%
SCA
23
Stonebridge Capital Advisors
Minnesota
$1.14M +$574K +20,430 +102%
Jane Street
24
Jane Street
New York
$1.13M +$1.13M +40,243 New
REMPR
25
Roof Eidam Maycock Peralta (REMP)
California
$1.08M – – –
1
2 3

IBMN Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2020, worth a combined $102M — up 29% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMN positions and 1 closed out — a net gain of 12 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Azimuth Capital Management, opening a new position worth an estimated $5.89M. The largest seller was UBS Group, cutting an estimated $231K.

  • 64 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2020, up from 52 in Q3 2020.
  • Funds reported $102M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2020 and 1 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2020 was Azimuth Capital Management, an estimated $5.89M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2020 was UBS Group, an estimated $231K sold.

Based on aggregated 13F filings for Q4 2020.