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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

79 hedge funds and large institutions have $137M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

9% more capital invested

Capital invested by funds: $126M → $137M (+$11.1M)

7% more funds holding

Funds holding: 7479 (+5)

0.41% less ownership

Funds ownership: 78.01%77.6% (-0.41%)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.82M +$1.09M +38,744 +12%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$8.82M +$1.18M +42,178 +15%
Bank of America
3
Bank of America
North Carolina
$8.15M +$1.35M +48,115 +20%
Wells Fargo
4
Wells Fargo
California
$8.04M +$1.85M +65,928 +30%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$7.73M +$1.07M +38,235 +16%
US Bancorp
6
US Bancorp
Minnesota
$7.7M +$1.1M +39,213 +17%
ACM
7
Azimuth Capital Management
Michigan
$7.46M +$375K +13,350 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.43M +$737K +26,248 +11%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.46M -$204K -7,250 -3%
KCM
10
Karp Capital Management
California
$5.19M +$2.57M +91,394 +97%
UBS Group
11
UBS Group
Switzerland
$4.89M +$101K +3,601 +2%
PWM
12
Praetorian Wealth Management
California
$4.65M +$229K +8,153 +5%
CIM
13
Confluence Investment Management
Missouri
$4.13M +$109K +3,872 +3%
UCFA
14
United Capital Financial Advisors
Texas
$4.07M +$143K +5,094 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.88M +$229K +8,147 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.67M -$2.89K -103 -0.1%
LPL Financial
17
LPL Financial
California
$2.54M +$887K +31,589 +53%
CIC
18
Carnegie Investment Counsel
Ohio
$2.28M +$286K +10,175 +14%
PA
19
PFG Advisors
Arizona
$1.78M +$413K +14,718 +30%
CTC
20
Central Trust Company
Missouri
$1.74M +$45.8K +1,630 +3%
SCA
21
Stonebridge Capital Advisors
Minnesota
$1.42M -$1.22M -43,343 -46%
CIAS
22
CFS Investment Advisory Services
New Jersey
$1.38M +$1.38M +49,330 New
Creative Planning
23
Creative Planning
Kansas
$1.27M -$19.8K -705 -2%
SPA
24
Sentinel Pension Advisors
Massachusetts
$1.19M +$9.97K +355 +0.8%
CIA
25
Covington Investment Advisors
Pennsylvania
$1.17M +$21.8K +777 +2%

IBMN Hedge Fund Activity: Q3 2021 in Review

79 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2021, worth a combined $137M — up 8.8% from $126M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMN positions and 4 closed out — a net gain of 5 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Karp Capital Management, adding an estimated $2.57M. The largest seller was Jane Street, exiting entirely with an estimated $4.28M sold.

  • 79 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2021, up from 74 in Q2 2021.
  • Funds reported $137M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2021, up 8.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2021 was Karp Capital Management, an estimated $2.57M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $4.28M sold.

Based on aggregated 13F filings for Q3 2021.