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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

83 hedge funds and large institutions have $153M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $137M → $153M (+$16.5M)

6.02% more ownership

Funds ownership: 77.6%83.61% (+6%)

5% more funds holding

Funds holding: 7983 (+4)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
38
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.4M +$642K +23,031 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.58M +$785K +28,146 +9%
Wells Fargo
3
Wells Fargo
California
$9.21M +$1.19M +42,836 +15%
Bank of America
4
Bank of America
North Carolina
$8.65M +$521K +18,668 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.17M +$764K +27,407 +10%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$8.13M +$428K +15,356 +6%
US Bancorp
7
US Bancorp
Minnesota
$8.07M +$392K +14,053 +5%
ACM
8
Azimuth Capital Management
Michigan
$7.12M -$321K -11,500 -4%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.29M -$145K -5,199 -2%
UBS Group
10
UBS Group
Switzerland
$5.27M +$397K +14,237 +8%
GA
11
Gateway Advisory
New Jersey
$4.99M +$4.99M +178,920 New
PWM
12
Praetorian Wealth Management
California
$4.69M +$57.8K +2,071 +1%
CIM
13
Confluence Investment Management
Missouri
$4.23M +$120K +4,295 +3%
UCFA
14
United Capital Financial Advisors
Texas
$4.04M -$14.9K -536 -0.4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.75M -$118K -4,244 -3%
LIM
16
Leavell Investment Management
Alabama
$3.5M +$3.5M +125,500 New
LPL Financial
17
LPL Financial
California
$2.96M +$423K +15,166 +17%
CIC
18
Carnegie Investment Counsel
Ohio
$2.12M -$149K -5,355 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.98M -$691K -24,766 -26%
SCG
20
Sonata Capital Group
Washington
$1.74M +$1.07M +38,360 +159%
CTC
21
Central Trust Company
Missouri
$1.72M -$11.2K -400 -0.6%
Jane Street
22
Jane Street
New York
$1.57M +$1.58M +56,503 New
SCA
23
Stonebridge Capital Advisors
Minnesota
$1.53M +$120K +4,301 +8%
PA
24
PFG Advisors
Arizona
$1.48M -$297K -10,667 -17%
CIAS
25
CFS Investment Advisory Services
New Jersey
$1.47M +$126K +4,531 +9%

IBMN Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2021, worth a combined $153M — up 12% from $137M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMN positions and 8 closed out — a net gain of 4 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $4.99M. The largest seller was Karp Capital Management, exiting entirely with an estimated $5.19M sold.

  • 83 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $153M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2021 and 8 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $4.99M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2021 was Karp Capital Management, an estimated $5.19M sold.

Based on aggregated 13F filings for Q4 2021.