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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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74 hedge funds and large institutions have $126M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 7

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $109M → $126M (+$16.7M)

10% more funds holding

Funds holding: 67 → 74 (+7)

3.04% more ownership

Funds ownership: 74.96% → 78.01% (+3%)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
43
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.47M
2
KCM
Karp Capital Management
California
+$2.64M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.38M
4
SCA
Stonebridge Capital Advisors
Minnesota
+$1.35M
5
Creative Planning
Creative Planning
Kansas
+$1.29M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$3.71M
2
Citadel Advisors
Citadel Advisors
Florida
-$496K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$113K
4
ACM
Azimuth Capital Management
Michigan
-$84K
5
UCFA
United Capital Financial Advisors
Texas
-$55.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.75M +$352K +12,550 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.66M +$762K +27,214 +11%
ACM
3
Azimuth Capital Management
Michigan
$7.1M -$84K -3,000 -1%
Bank of America
4
Bank of America
North Carolina
$6.82M +$722K +25,773 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.71M +$568K +20,258 +9%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$6.67M +$1.38M +49,378 +26%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.66M +$495K +17,671 +8%
US Bancorp
8
US Bancorp
Minnesota
$6.62M +$100K +3,587 +2%
Wells Fargo
9
Wells Fargo
California
$6.21M +$10.6K +380 +0.2%
UBS Group
10
UBS Group
Switzerland
$4.8M +$3.47M +123,998 +262%
PWM
11
Praetorian Wealth Management
California
$4.43M +$910K +32,474 +26%
Jane Street
12
Jane Street
New York
$4.28M +$262K +9,369 +7%
CIM
13
Confluence Investment Management
Missouri
$4.02M +$141K +5,051 +4%
UCFA
14
United Capital Financial Advisors
Texas
$3.94M -$55.5K -1,980 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.66M +$556K +19,865 +18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.68M +$229K +8,176 +9%
KCM
17
Karp Capital Management
California
$2.64M +$2.64M +94,243 New
SCA
18
Stonebridge Capital Advisors
Minnesota
$2.63M +$1.35M +48,116 +105%
CIC
19
Carnegie Investment Counsel
Ohio
$2M +$1.25M +44,735 +168%
CTC
20
Central Trust Company
Missouri
$1.69M +$16.8K +600 +1%
LPL Financial
21
LPL Financial
California
$1.66M +$57.4K +2,050 +4%
PA
22
PFG Advisors
Arizona
$1.37M +$768K +27,423 +127%
Creative Planning
23
Creative Planning
Kansas
$1.29M +$1.29M +46,103 New
SPA
24
Sentinel Pension Advisors
Massachusetts
$1.18M +$10.3K +369 +0.9%
CIA
25
Covington Investment Advisors
Pennsylvania
$1.15M +$17.4K +620 +2%
1
2 3 4

IBMN Hedge Fund Activity: Q2 2021 in Review

74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2021, worth a combined $126M — up 15% from $109M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMN positions and 3 closed out — a net gain of 7 holders — while 43 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $3.47M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $3.71M sold.

  • 74 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2021, up from 67 in Q1 2021.
  • Funds reported $126M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2021 and 3 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2021 was UBS Group, an estimated $3.47M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2021 was Signature Estate & Investment Advisors, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2021.