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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

166 hedge funds and large institutions have $414M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

8% more funds holding

Funds holding: 154166 (+12)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0.89% more ownership

Funds ownership: 83.78%84.68% (+0.89%)

1% more capital invested

Capital invested by funds: $410M → $414M (+$3.15M)

Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
57
Reduced
56
Closed
8
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
$45.5M -$2.04M -76,488 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.9M +$1.59M +59,563 +7%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21.9M -$4.54M -170,591 -17%
US Bancorp
4
US Bancorp
Minnesota
$18M -$323K -12,141 -2%
KCM
5
Kathmere Capital Management
Pennsylvania
$16.4M +$320K +12,010 +2%
Wells Fargo
6
Wells Fargo
California
$13.3M -$197K -7,402 -1%
NA
7
NewEdge Advisors
Louisiana
$12.4M -$656K -24,641 -5%
Morgan Stanley
8
Morgan Stanley
New York
$11.5M -$1.96M -73,761 -15%
UBS Group
9
UBS Group
Switzerland
$10.4M -$1.41M -53,013 -12%
Jane Street
10
Jane Street
New York
$9.53M +$8.42M +316,468 +763%
HighTower Advisors
11
HighTower Advisors
Illinois
$9.49M +$1.77M +66,641 +23%
LPL Financial
12
LPL Financial
California
$9.32M +$606K +22,787 +7%
IWC
13
Integrated Wealth Concepts
Massachusetts
$8.56M +$1.51M +56,718 +21%
LIM
14
Leavell Investment Management
Alabama
$8.09M -$266K -10,000 -3%
HBT
15
Hills Bank & Trust
Iowa
$7.81M +$130K +4,892 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.29M -$190K -7,133 -3%
Raymond James Financial
17
Raymond James Financial
Florida
$7.23M +$7.23M +271,702 New
LIA
18
LBMC Investment Advisors
Tennessee
$7.18M +$280K +10,504 +4%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$7.15M +$914K +34,347 +15%
CIA
20
Covington Investment Advisors
Pennsylvania
$7.06M -$120K -4,500 -2%
Truist Financial
21
Truist Financial
North Carolina
$6.57M -$29.9K -1,124 -0.5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$6.22M +$503K +18,907 +9%
PWM
23
Praetorian Wealth Management
California
$5.16M -$218K -8,199 -4%
CWP
24
Cyndeo Wealth Partners
Florida
$4.43M +$190K +7,124 +4%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.4M +$615K +23,107 +16%

IBMN Hedge Fund Activity: Q4 2024 in Review

166 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q4 2024, worth a combined $414M — up 0.77% from $410M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBMN positions and 8 closed out — a net gain of 15 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was Jane Street, adding an estimated $8.42M. The largest seller was Mercer Global Advisors, cutting an estimated $4.54M.

  • 166 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q4 2024, up from 154 in Q3 2024.
  • Funds reported $414M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q4 2024, up 0.77% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q4 2024 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q4 2024 was Jane Street, an estimated $8.42M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2024.