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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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134 hedge funds and large institutions have $366M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $327M → $366M (+$38.9M)

7% more funds holding

Funds holding: 125 → 134 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.51% less ownership

Funds ownership: 86.23% → 84.72% (-1.5%)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$5.18M
2
Stifel Financial
Stifel Financial
Missouri
+$2.76M
3
Wells Fargo
Wells Fargo
California
+$2.41M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.37M
5
Bank of America
Bank of America
North Carolina
+$2.11M

Top Sellers

1
SVWAG
Sound View Wealth Advisors Group
Georgia
-$1.77M
2
WWM
WJ Wealth Management
Arizona
-$1.19M
3
UBS Group
UBS Group
Switzerland
-$1.14M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$902K
5
FTUS
Flow Traders U.S.
New York
-$873K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$40.3M +$2.11M +79,654 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.5M +$918K +34,659 +4%
Wells Fargo
3
Wells Fargo
California
$23M +$2.41M +91,034 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.9M +$894K +33,755 +4%
Ameriprise
5
Ameriprise
Minnesota
$19.6M +$574K +21,669 +3%
US Bancorp
6
US Bancorp
Minnesota
$16.4M +$31.3K +1,184 +0.2%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$14.6M +$291K +10,978 +2%
NA
8
NewEdge Advisors
Louisiana
$14M +$763K +28,813 +6%
HighTower Advisors
9
HighTower Advisors
Illinois
$11.8M +$405K +15,280 +4%
Morgan Stanley
10
Morgan Stanley
New York
$8.67M +$1.07M +40,244 +14%
LPL Financial
11
LPL Financial
California
$8.53M -$92.7K -3,502 -1%
UBS Group
12
UBS Group
Switzerland
$8.42M -$1.14M -43,195 -12%
LIM
13
Leavell Investment Management
Alabama
$7.96M +$143K +5,414 +2%
PWM
14
Praetorian Wealth Management
California
$6.06M +$729K +27,529 +14%
Jane Street
15
Jane Street
New York
$5.63M +$5.18M +195,501 +1,220%
Truist Financial
16
Truist Financial
North Carolina
$5M +$140K +5,295 +3%
CIA
17
Covington Investment Advisors
Pennsylvania
$4.88M +$1.66M +62,830 +52%
CWP
18
Cyndeo Wealth Partners
Florida
$4.75M +$840K +31,713 +22%
IWC
19
Integrated Wealth Concepts
Massachusetts
$4.53M +$900K +33,989 +25%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$4.21M +$2.37M +89,478 +130%
GA
21
Gateway Advisory
New Jersey
$4.19M +$888K +33,549 +27%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.14M -$32.3K -1,221 -0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.07M -$822K -31,061 -17%
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$3.66M +$29.2K +1,104 +0.8%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.45M +$1.01M +38,063 +42%
1
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IBMN Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2023, worth a combined $366M — up 12% from $327M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMN positions and 7 closed out — a net gain of 12 holders — while 70 added to existing stakes and 30 trimmed.

The largest buyer was Jane Street, adding an estimated $5.18M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.77M.

  • 134 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2023, up from 125 in Q4 2022.
  • Funds reported $366M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2023 and 7 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $5.18M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2023.