We are live on ! Find out more
IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

154 hedge funds and large institutions have $427M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

2% more funds holding

Funds holding: 151154 (+3)

2.08% less ownership

Funds ownership: 86.68%84.6% (-2.1%)

8% less capital invested

Capital invested by funds: $464M → $427M (-$37.6M)

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
63
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$49.4M +$5.53M +209,405 +13%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$25.6M +$851K +32,193 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.2M +$657K +24,882 +3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$21.3M -$38.3M -1,448,817 -64%
US Bancorp
5
US Bancorp
Minnesota
$17.8M -$1.11M -42,003 -6%
KCM
6
Kathmere Capital Management
Pennsylvania
$17.4M +$625K +23,653 +4%
Morgan Stanley
7
Morgan Stanley
New York
$15.2M -$4.82M -182,318 -24%
Wells Fargo
8
Wells Fargo
California
$13.4M +$169K +6,400 +1%
NA
9
NewEdge Advisors
Louisiana
$12.9M -$647K -24,492 -5%
UBS Group
10
UBS Group
Switzerland
$12.3M +$850K +32,168 +7%
LPL Financial
11
LPL Financial
California
$9.76M +$478K +18,084 +5%
LIM
12
Leavell Investment Management
Alabama
$8.1M -$19.2K -725 -0.2%
CIA
13
Covington Investment Advisors
Pennsylvania
$7.89M -$205K -7,750 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.25M +$1.64M +61,930 +29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.98M +$239K +9,060 +4%
HBT
16
Hills Bank & Trust
Iowa
$6.78M +$778K +29,465 +13%
IWC
17
Integrated Wealth Concepts
Massachusetts
$6.52M -$3.94K -149 -0.1%
ATPW
18
Ashton Thomas Private Wealth
Arizona
$6.44M -$229K -8,654 -3%
Truist Financial
19
Truist Financial
North Carolina
$6.43M +$430K +16,269 +7%
PWM
20
Praetorian Wealth Management
California
$5.93M -$403K -15,248 -6%
LIA
21
LBMC Investment Advisors
Tennessee
$5.59M +$452K +17,114 +9%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.6M +$266K +10,067 +6%
RJA
23
Raymond James & Associates
Florida
$4.12M +$107K +4,054 +3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$436K +16,512 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.79M +$89.5K +3,388 +2%

IBMN Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2024, worth a combined $427M — down 8.1% from $464M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMN positions and 10 closed out — a net gain of 7 holders — while 63 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $5.53M. The largest seller was Focus Partners Wealth, cutting an estimated $38.3M.

  • 154 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $427M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2024, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2024 and 10 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2024 was Bank of America, an estimated $5.53M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2024 was Focus Partners Wealth, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2024.