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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

125 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

120% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $245M → $327M (+$82.1M)

17% more funds holding

Funds holding: 107125 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

80.43% less ownership

Funds ownership: 166.66%86.23% (-80%)

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
55
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$37.9M +$19.7M +754,163 +111%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$23.3M +$3.41M +130,394 +17%
Wells Fargo
3
Wells Fargo
California
$20.4M +$10.4M +397,598 +106%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.8M +$2.37M +90,470 +14%
Ameriprise
5
Ameriprise
Minnesota
$18.8M +$24.2K +923 +0.1%
US Bancorp
6
US Bancorp
Minnesota
$16.2M +$4.13M +157,727 +35%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M +$941K +35,954 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.3M +$210K +8,039 +2%
UBS Group
9
UBS Group
Switzerland
$9.49M +$3.13M +119,574 +50%
LPL Financial
10
LPL Financial
California
$8.54M +$1.83M +69,720 +27%
LIM
11
Leavell Investment Management
Alabama
$7.74M +$2M +76,419 +35%
Morgan Stanley
12
Morgan Stanley
New York
$7.53M +$1.51M +57,762 +25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.57M +$4.18M +159,576 +309%
PWM
14
Praetorian Wealth Management
California
$5.28M +$466K +17,811 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.85M +$587K +22,437 +14%
NA
16
NewEdge Advisors
Louisiana
$4.84M +$11M +421,278 +546%
Truist Financial
17
Truist Financial
North Carolina
$4.81M +$4.78M +182,557 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.13M -$262K -10,026 -6%
CWP
19
Cyndeo Wealth Partners
Florida
$3.87M +$3.85M +146,929 New
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$3.6M +$420K +16,052 +13%
IWC
21
Integrated Wealth Concepts
Massachusetts
$3.6M +$2.88M +109,999 +417%
UCFA
22
United Capital Financial Advisors
Texas
$3.55M -$81.6K -3,116 -2%
GA
23
Gateway Advisory
New Jersey
$3.27M -$978K -37,366 -23%
CIA
24
Covington Investment Advisors
Pennsylvania
$3.18M +$1.07M +40,815 +51%
SPIA
25
Steward Partners Investment Advisory
New York
$3.16M -$274K -10,472 -8%

IBMN Hedge Fund Activity: Q4 2022 in Review

125 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2022, worth a combined $327M — up 34% from $245M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBMN positions and 8 closed out — a net gain of 19 holders — while 55 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $19.7M. The largest seller was CFS Investment Advisory Services, cutting an estimated $38.5M.

  • 125 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $327M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2022, up 34% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2022 was Bank of America, an estimated $19.7M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2022.