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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

132 hedge funds and large institutions have $424M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $366M → $424M (+$58.8M)

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

2.64% more ownership

Funds ownership: 84.72%87.35% (+2.6%)

1% less funds holding

Funds holding: 134132 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
53
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$54.4M +$54.2M +2,055,381 +22,838%
Bank of America
2
Bank of America
North Carolina
$41.3M +$1.44M +54,636 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.9M -$343K -12,996 -1%
Wells Fargo
4
Wells Fargo
California
$21.6M -$1.19M -45,054 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.4M -$225K -8,525 -1%
Ameriprise
6
Ameriprise
Minnesota
$19.8M +$404K +15,333 +2%
US Bancorp
7
US Bancorp
Minnesota
$17M +$826K +31,316 +5%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$14.8M +$436K +16,550 +3%
UBS Group
9
UBS Group
Switzerland
$13.7M +$5.35M +203,075 +64%
NA
10
NewEdge Advisors
Louisiana
$13.2M -$735K -27,888 -5%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.2M +$535K +20,300 +5%
Morgan Stanley
12
Morgan Stanley
New York
$11.9M +$3.35M +127,147 +39%
LPL Financial
13
LPL Financial
California
$8.22M -$220K -8,364 -3%
LIM
14
Leavell Investment Management
Alabama
$7.83M -$47.4K -1,800 -0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.41M +$214K +8,106 +3%
PWM
16
Praetorian Wealth Management
California
$5.75M -$253K -9,593 -4%
Truist Financial
17
Truist Financial
North Carolina
$5.57M +$626K +23,754 +13%
IWC
18
Integrated Wealth Concepts
Massachusetts
$5.21M +$723K +27,441 +16%
CIA
19
Covington Investment Advisors
Pennsylvania
$5M +$167K +6,334 +3%
CWP
20
Cyndeo Wealth Partners
Florida
$4.32M -$388K -14,733 -8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.01M -$18.2K -692 -0.5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.78M -$312K -11,823 -8%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$3.64M +$16.4K +622 +0.5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.49M +$70.8K +2,687 +2%
Stifel Financial
25
Stifel Financial
Missouri
$3.13M +$381K +14,459 +14%

IBMN Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2023, worth a combined $424M — up 16% from $366M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IBMN and 6 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 53 added.

The largest buyer was Colony Group, adding an estimated $54.2M. The largest seller was Jane Street, cutting an estimated $3.59M.

  • 132 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2023, down from 134 in Q1 2023.
  • Funds reported $424M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2023 and 8 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2023 was Colony Group, an estimated $54.2M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2023 was Jane Street, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2023.