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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

136 hedge funds and large institutions have $428M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 37 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

59% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 37

3% more funds holding

Funds holding: 132136 (+4)

1% more capital invested

Capital invested by funds: $424M → $428M (+$3.67M)

0.96% less ownership

Funds ownership: 87.35%86.4% (-0.96%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
59
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$57.4M +$3.6M +136,971 +7%
Bank of America
2
Bank of America
North Carolina
$41.6M +$687K +26,141 +2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$22.8M -$818K -31,150 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.2M -$68.6K -2,612 -0.3%
Ameriprise
5
Ameriprise
Minnesota
$19.7M +$167K +6,357 +0.8%
US Bancorp
6
US Bancorp
Minnesota
$19.1M +$2.25M +85,808 +13%
NA
7
NewEdge Advisors
Louisiana
$16.1M +$3.14M +119,565 +24%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M +$1.25M +47,651 +8%
UBS Group
9
UBS Group
Switzerland
$14.5M +$909K +34,604 +7%
Wells Fargo
10
Wells Fargo
California
$12.2M -$9.24M -351,734 -43%
Morgan Stanley
11
Morgan Stanley
New York
$11.8M -$368 -14 -0%
HighTower Advisors
12
HighTower Advisors
Illinois
$11.6M -$481K -18,298 -4%
LPL Financial
13
LPL Financial
California
$8.74M +$610K +23,242 +7%
LIM
14
Leavell Investment Management
Alabama
$7.69M -$64.3K -2,450 -0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.63M +$281K +10,684 +4%
PWM
16
Praetorian Wealth Management
California
$5.7M +$11.7K +446 +0.2%
Truist Financial
17
Truist Financial
North Carolina
$5.59M +$68.3K +2,602 +1%
CIA
18
Covington Investment Advisors
Pennsylvania
$5.54M +$600K +22,860 +12%
IWC
19
Integrated Wealth Concepts
Massachusetts
$4.99M -$167K -6,341 -3%
CWP
20
Cyndeo Wealth Partners
Florida
$4.23M -$48.1K -1,831 -1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.95M +$208K +7,919 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3.84M +$385K +14,675 +11%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$3.62M +$15.9K +607 +0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.62M -$355K -13,527 -9%
ATPW
25
Ashton Thomas Private Wealth
Arizona
$3.43M +$3.46M +131,580 New

IBMN Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2023, worth a combined $428M — up 0.86% from $424M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMN positions and 6 closed out — a net gain of 8 holders — while 59 added to existing stakes and 37 trimmed.

The largest buyer was Colony Group, adding an estimated $3.6M. The largest seller was Wells Fargo, cutting an estimated $9.24M.

  • 136 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2023, up from 132 in Q2 2023.
  • Funds reported $428M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2023, up 0.86% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2023 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2023 was Colony Group, an estimated $3.6M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2023.