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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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154 hedge funds and large institutions have $410M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 154 → 154 (0)

0.82% less ownership

Funds ownership: 84.6% → 83.78% (-0.82%)

4% less capital invested

Capital invested by funds: $427M → $410M (-$16.4M)

Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
67
Reduced
48
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$2.92M
2
SCG
Sonata Capital Group
Washington
+$2.42M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.68M
4
LIA
LBMC Investment Advisors
Tennessee
+$1.28M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.12M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$19.1M
2
Stifel Financial
Stifel Financial
Missouri
-$2.2M
3
Jane Street
Jane Street
New York
-$2.16M
4
Bank of America
Bank of America
North Carolina
-$2.1M
5
Morgan Stanley
Morgan Stanley
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$47.6M -$2.1M -78,815 -4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$26.5M +$742K +27,891 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.4M +$1.03M +38,599 +5%
US Bancorp
4
US Bancorp
Minnesota
$18.4M +$418K +15,716 +2%
KCM
5
Kathmere Capital Management
Pennsylvania
$16.1M -$1.41M -53,031 -8%
Wells Fargo
6
Wells Fargo
California
$13.5M +$42.8K +1,607 +0.3%
Morgan Stanley
7
Morgan Stanley
New York
$13.5M -$1.82M -68,481 -12%
NA
8
NewEdge Advisors
Louisiana
$13.1M +$62.2K +2,339 +0.5%
UBS Group
9
UBS Group
Switzerland
$11.9M -$524K -19,693 -4%
LPL Financial
10
LPL Financial
California
$8.73M -$1.09M -40,969 -11%
LIM
11
Leavell Investment Management
Alabama
$8.37M +$220K +8,260 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.73M +$427K +16,066 +6%
HBT
13
Hills Bank & Trust
Iowa
$7.69M +$865K +32,512 +13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.49M +$461K +17,317 +7%
CIA
15
Covington Investment Advisors
Pennsylvania
$7.19M -$750K -28,200 -9%
IWC
16
Integrated Wealth Concepts
Massachusetts
$7.06M +$497K +18,667 +8%
LIA
17
LBMC Investment Advisors
Tennessee
$6.91M +$1.28M +48,232 +23%
Truist Financial
18
Truist Financial
North Carolina
$6.61M +$142K +5,327 +2%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$6.25M -$232K -8,718 -4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.72M +$1.68M +63,271 +42%
PWM
21
Praetorian Wealth Management
California
$5.39M -$582K -21,888 -10%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.43M -$206K -7,749 -4%
CWP
23
Cyndeo Wealth Partners
Florida
$4.25M +$439K +16,485 +12%
QFA
24
Quantum Financial Advisors
California
$3.85M +$72K +2,706 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.85M +$29.9K +1,124 +0.8%
1
2 3 4 5

IBMN Hedge Fund Activity: Q3 2024 in Review

154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2024, worth a combined $410M — down 3.8% from $427M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMN positions and 6 closed out — a net gain of 2 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.92M. The largest seller was Focus Partners Wealth, cutting an estimated $19.1M.

  • 154 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $410M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2024, down 3.8% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.92M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.