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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

107 hedge funds and large institutions have $245M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

36.33% more ownership

Funds ownership: 130.32%166.66% (+36%)

7% more capital invested

Capital invested by funds: $229M → $245M (+$15.6M)

6% more funds holding

Funds holding: 101107 (+6)

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
52
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$19.6M +$2.71M +101,935 +16%
Ameriprise
2
Ameriprise
Minnesota
$18.4M +$174K +6,539 +0.9%
Bank of America
3
Bank of America
North Carolina
$17.7M +$3.42M +128,650 +23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.1M +$2.25M +84,863 +15%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$13M +$1.85M +69,789 +16%
US Bancorp
6
US Bancorp
Minnesota
$11.8M +$1.1M +41,256 +10%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.9M +$5.41M +203,592 +95%
Wells Fargo
8
Wells Fargo
California
$9.76M +$651K +24,501 +7%
LPL Financial
9
LPL Financial
California
$6.59M +$1.21M +45,745 +22%
UBS Group
10
UBS Group
Switzerland
$6.23M -$5.44M -204,739 -46%
Morgan Stanley
11
Morgan Stanley
New York
$5.91M +$471K +17,746 +8%
SL
12
Salomon & Ludwin
Virginia
$5.89M +$6.03M +227,150 New
LIM
13
Leavell Investment Management
Alabama
$5.63M +$1.16M +43,856 +25%
PWM
14
Praetorian Wealth Management
California
$4.73M -$450K -16,966 -9%
CIM
15
Confluence Investment Management
Missouri
$4.34M -$145K -5,453 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.32M +$680K +25,611 +18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.19M +$88.7K +3,340 +2%
GA
18
Gateway Advisory
New Jersey
$4.18M -$296K -11,153 -6%
UCFA
19
United Capital Financial Advisors
Texas
$3.57M -$15.2K -571 -0.4%
SPIA
20
Steward Partners Investment Advisory
New York
$3.37M -$121K -4,570 -3%
WIC
21
Woodmont Investment Counsel
Tennessee
$2.73M +$279K +10,500 +11%
Jane Street
22
Jane Street
New York
$2.51M +$839K +31,600 +48%
RFC
23
Regions Financial Corp
Alabama
$2.36M -$118K -4,463 -5%
LPT
24
Legacy Private Trust
Wisconsin
$2.16M +$205K +7,705 +10%
CIA
25
Covington Investment Advisors
Pennsylvania
$2.07M +$250K +9,400 +13%

IBMN Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2022, worth a combined $245M — up 6.8% from $229M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMN positions and 6 closed out — a net gain of 8 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $39M. The largest seller was UBS Group, cutting an estimated $5.44M.

  • 107 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2022, up from 101 in Q2 2022.
  • Funds reported $245M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2022, up 6.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2022 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $39M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2022 was UBS Group, an estimated $5.44M sold.

Based on aggregated 13F filings for Q3 2022.