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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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151 hedge funds and large institutions have $464M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 53

1% less funds holding

Funds holding: 152 → 151 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

7.95% less ownership

Funds ownership: 94.63% → 86.68% (-7.9%)

14% less capital invested

Capital invested by funds: $539M → $464M (-$74.3M)

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
61
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Amplius Wealth Advisors
Pennsylvania
+$8.8M
2
QFA
Quantum Financial Advisors
California
+$3.65M
3
LIA
LBMC Investment Advisors
Tennessee
+$2.41M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.91M
5
Bank of America
Bank of America
North Carolina
+$1.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$34.5M
2
Jane Street
Jane Street
New York
-$25.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.9M
4
UBS Group
UBS Group
Switzerland
-$4.66M
5
Goldman Sachs
Goldman Sachs
New York
-$4.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$59.6M -$2.17M -81,963 -4%
Bank of America
2
Bank of America
North Carolina
$43.8M +$1.51M +56,997 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$24.7M +$855K +32,287 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.5M +$573K +21,651 +3%
Morgan Stanley
5
Morgan Stanley
New York
$20M -$34.5M -1,301,834 -63%
US Bancorp
6
US Bancorp
Minnesota
$18.9M -$2.88M -108,737 -13%
KCM
7
Kathmere Capital Management
Pennsylvania
$16.8M +$1.41M +53,108 +9%
NA
8
NewEdge Advisors
Louisiana
$13.5M -$2.33M -88,210 -15%
Wells Fargo
9
Wells Fargo
California
$13.2M +$1.1M +41,582 +9%
UBS Group
10
UBS Group
Switzerland
$11.4M -$4.66M -175,960 -29%
LPL Financial
11
LPL Financial
California
$9.27M -$370K -13,968 -4%
AWA
12
Amplius Wealth Advisors
Pennsylvania
$8.8M +$8.8M +332,542 New
LIM
13
Leavell Investment Management
Alabama
$8.11M -$430K -16,250 -5%
CIA
14
Covington Investment Advisors
Pennsylvania
$8.09M +$677K +25,570 +9%
Jane Street
15
Jane Street
New York
$6.92M -$25.2M -951,093 -78%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.73M +$263K +9,943 +4%
ATPW
17
Ashton Thomas Private Wealth
Arizona
$6.66M +$45.8K +1,730 +0.7%
IWC
18
Integrated Wealth Concepts
Massachusetts
$6.52M +$889K +33,600 +16%
PWM
19
Praetorian Wealth Management
California
$6.33M +$298K +11,263 +5%
HBT
20
Hills Bank & Trust
Iowa
$5.99M +$16.9K +640 +0.3%
Truist Financial
21
Truist Financial
North Carolina
$5.99M +$349K +13,189 +6%
HighTower Advisors
22
HighTower Advisors
Illinois
$5.6M -$376K -14,199 -6%
LIA
23
LBMC Investment Advisors
Tennessee
$5.13M +$2.41M +91,189 +89%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.33M +$47K +1,775 +1%
RJA
25
Raymond James & Associates
Florida
$4.01M +$355K +13,422 +10%
1
2 3 4 5

IBMN Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2024, worth a combined $464M — down 14% from $539M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IBMN and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 61 added.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $8.8M. The largest seller was Morgan Stanley, cutting an estimated $34.5M.

  • 151 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2024, down from 152 in Q4 2023.
  • Funds reported $464M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2024 and 15 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2024 was Amplius Wealth Advisors, an estimated $8.8M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $34.5M sold.

Based on aggregated 13F filings for Q1 2024.