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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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86 hedge funds and large institutions have $152M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

25.52% more ownership

Funds ownership: 83.61% → 109.13% (+26%)

4% more funds holding

Funds holding: 83 → 86 (+3)

1% less capital invested

Capital invested by funds: $153M → $152M (-$797K)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
37
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$38.9M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.42M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.15M
4
Jane Street
Jane Street
New York
+$1.34M
5
LPL Financial
LPL Financial
California
+$1.23M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.27M
2
Morgan Stanley
Morgan Stanley
New York
-$1.55M
3
CCA
Childress Capital Advisors
Texas
-$1.04M
4
FTUS
Flow Traders U.S.
New York
-$499K
5
PA
PFG Advisors
Arizona
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$10.1M +$905K +33,241 +10%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$10M +$2.42M +89,040 +30%
Wells Fargo
3
Wells Fargo
California
$8.8M -$7.73K -284 -0.1%
US Bancorp
4
US Bancorp
Minnesota
$8.49M +$786K +28,895 +10%
Morgan Stanley
5
Morgan Stanley
New York
$8.46M -$1.55M -57,003 -15%
Bank of America
6
Bank of America
North Carolina
$8.37M +$93.1K +3,421 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.02M +$205K +7,522 +3%
ACM
8
Azimuth Capital Management
Michigan
$6.66M -$150K -5,500 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.03M +$13.3K +490 +0.2%
PWM
10
Praetorian Wealth Management
California
$5.11M +$633K +23,251 +14%
GA
11
Gateway Advisory
New Jersey
$4.65M -$124K -4,553 -3%
CIM
12
Confluence Investment Management
Missouri
$4.52M +$481K +17,686 +12%
LPL Financial
13
LPL Financial
California
$4.03M +$1.23M +45,090 +43%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4M +$2.15M +79,167 +112%
UCFA
15
United Capital Financial Advisors
Texas
$3.82M -$51.2K -1,882 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.56M -$36.4K -1,336 -1%
LIM
17
Leavell Investment Management
Alabama
$2.99M -$362K -13,289 -11%
Jane Street
18
Jane Street
New York
$2.82M +$1.34M +49,235 +87%
UBS Group
19
UBS Group
Switzerland
$2.82M -$2.27M -83,577 -44%
CIC
20
Carnegie Investment Counsel
Ohio
$2.14M +$111K +4,077 +5%
LPT
21
Legacy Private Trust
Wisconsin
$1.93M +$693K +25,462 +54%
CIA
22
Covington Investment Advisors
Pennsylvania
$1.87M +$693K +25,480 +57%
CTC
23
Central Trust Company
Missouri
$1.73M +$87.1K +3,200 +5%
SCG
24
Sonata Capital Group
Washington
$1.67M – – –
SCA
25
Stonebridge Capital Advisors
Minnesota
$1.67M +$205K +7,551 +14%
1
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IBMN Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2022, worth a combined $152M — down 0.52% from $153M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMN positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $38.9M. The largest seller was UBS Group, cutting an estimated $2.27M.

  • 86 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2022, up from 83 in Q4 2021.
  • Funds reported $152M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2022, down 0.52% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2022 and 4 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $38.9M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2022 was UBS Group, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2022.