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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

152 hedge funds and large institutions have $539M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

26% more capital invested

Capital invested by funds: $428M → $539M (+$111M)

12% more funds holding

Funds holding: 136152 (+16)

8.23% more ownership

Funds ownership: 86.4%94.63% (+8.2%)

Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$62M +$61.4M +2,335,346 New
Morgan Stanley
2
Morgan Stanley
New York
$54.6M +$42.2M +1,605,628 +354%
Bank of America
3
Bank of America
North Carolina
$42.4M +$54K +2,055 +0.1%
Jane Street
4
Jane Street
New York
$32.2M +$31.9M +1,212,738 New
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$23.9M +$692K +26,313 +3%
US Bancorp
6
US Bancorp
Minnesota
$21.9M +$2.4M +91,197 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21M +$491K +18,687 +2%
UBS Group
8
UBS Group
Switzerland
$16.1M +$1.41M +53,775 +10%
NA
9
NewEdge Advisors
Louisiana
$15.9M -$497K -18,923 -3%
KCM
10
Kathmere Capital Management
Pennsylvania
$15.4M +$12.5M +477,392 +461%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$13.5M +$13.3M +506,754 New
Wells Fargo
12
Wells Fargo
California
$12.1M -$288K -10,960 -2%
LPL Financial
13
LPL Financial
California
$9.67M +$765K +29,083 +9%
LIM
14
Leavell Investment Management
Alabama
$8.56M +$734K +27,916 +9%
CIA
15
Covington Investment Advisors
Pennsylvania
$7.43M +$1.77M +67,410 +32%
ATPW
16
Ashton Thomas Private Wealth
Arizona
$6.64M +$3.12M +118,547 +90%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.49M -$253K -9,614 -4%
PWM
18
Praetorian Wealth Management
California
$6.05M +$247K +9,384 +4%
HighTower Advisors
19
HighTower Advisors
Illinois
$6M -$5.74M -218,340 -49%
HBT
20
Hills Bank & Trust
Iowa
$6M +$2.59M +98,521 +77%
Truist Financial
21
Truist Financial
North Carolina
$5.66M -$26K -989 -0.5%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.65M +$560K +21,308 +11%
Goldman Sachs
23
Goldman Sachs
New York
$5.24M +$5.19M +197,293 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.3M +$272K +10,365 +7%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4.19M +$287K +10,911 +7%

IBMN Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2023, worth a combined $539M — up 26% from $428M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBMN positions and 9 closed out — a net gain of 18 holders — while 60 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.2M. The largest seller was Ameriprise, cutting an estimated $18.4M.

  • 152 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $539M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2023 and 9 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $42.2M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2023 was Ameriprise, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2023.