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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

101 hedge funds and large institutions have $229M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

50% more capital invested

Capital invested by funds: $152M → $229M (+$76.6M)

21.19% more ownership

Funds ownership: 109.13%130.32% (+21%)

17% more funds holding

Funds holding: 86101 (+15)

Holders
101
Holders Change
+15
Holders Change %
+17.44%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
40
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$18.8M +$18.7M +705,800 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$17.4M +$7.29M +275,976 +73%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.3M +$7.27M +274,903 +91%
Bank of America
4
Bank of America
North Carolina
$14.7M +$6.31M +238,939 +76%
UBS Group
5
UBS Group
Switzerland
$11.8M +$8.97M +339,276 +321%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$11.5M +$1.31M +49,491 +13%
US Bancorp
7
US Bancorp
Minnesota
$11.1M +$2.56M +96,866 +30%
Wells Fargo
8
Wells Fargo
California
$9.38M +$578K +21,885 +7%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.74M -$282K -10,687 -5%
Morgan Stanley
10
Morgan Stanley
New York
$5.6M -$2.83M -107,031 -34%
LPL Financial
11
LPL Financial
California
$5.55M +$1.51M +57,309 +38%
PWM
12
Praetorian Wealth Management
California
$5.31M +$203K +7,674 +4%
ACIM
13
Azimuth Capital Investment Management
Michigan
$4.68M +$4.64M +175,675 New
LIM
14
Leavell Investment Management
Alabama
$4.62M +$1.61M +61,085 +54%
CIM
15
Confluence Investment Management
Missouri
$4.61M +$90.4K +3,422 +2%
SPF
16
Steven Patrick Farmer
$4.61M +$4.57M +172,973 New
GA
17
Gateway Advisory
New Jersey
$4.59M -$49.5K -1,874 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.21M +$214K +8,091 +5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.76M +$205K +7,775 +6%
UCFA
20
United Capital Financial Advisors
Texas
$3.69M -$128K -4,834 -3%
SPIA
21
Steward Partners Investment Advisory
New York
$3.59M +$3.51M +132,811 +6,867%
RFC
22
Regions Financial Corp
Alabama
$2.54M +$2.18M +82,451 +633%
WIC
23
Woodmont Investment Counsel
Tennessee
$2.52M +$1.57M +59,275 +167%
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$2.38M +$2.36M +89,220 New
CIC
25
Carnegie Investment Counsel
Ohio
$2.11M -$24.4K -925 -1%

IBMN Hedge Fund Activity: Q2 2022 in Review

101 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2022, worth a combined $229M — up 50% from $152M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBMN positions and 7 closed out — a net gain of 17 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $18.7M. The largest seller was CFS Investment Advisory Services, cutting an estimated $37.7M.

  • 101 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2022, up from 86 in Q1 2022.
  • Funds reported $229M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2022, up 50% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2022 and 7 closed out, a net change of +17 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2022 was Ameriprise, an estimated $18.7M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2022.