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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

165 hedge funds and large institutions have $398M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 166165 (-1)

0.65% less ownership

Funds ownership: 84.68%84.03% (-0.65%)

4% less capital invested

Capital invested by funds: $414M → $398M (-$15.7M)

9% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 64

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
58
Reduced
64
Closed
9
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
$44.8M -$904K -33,850 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23M -$2.07M -77,494 -8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21.9M -$95.3K -3,571 -0.4%
US Bancorp
4
US Bancorp
Minnesota
$16.1M -$2M -74,952 -11%
KCM
5
Kathmere Capital Management
Pennsylvania
$14.1M -$2.4M -90,072 -15%
Morgan Stanley
6
Morgan Stanley
New York
$12M +$429K +16,086 +4%
NA
7
NewEdge Advisors
Louisiana
$11.5M -$956K -35,813 -8%
Wells Fargo
8
Wells Fargo
California
$11.1M -$2.22M -83,216 -17%
LPL Financial
9
LPL Financial
California
$9.59M +$216K +8,087 +2%
IWC
10
Integrated Wealth Concepts
Massachusetts
$9.1M +$493K +18,471 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$8.89M +$1.62M +60,732 +22%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.63M -$903K -33,819 -9%
LIM
13
Leavell Investment Management
Alabama
$8.19M +$60.1K +2,250 +0.7%
HBT
14
Hills Bank & Trust
Iowa
$7.91M +$64K +2,398 +0.8%
UBS Group
15
UBS Group
Switzerland
$7.79M -$2.68M -100,296 -26%
Lido Advisors
16
Lido Advisors
California
$7.42M +$3.36M +125,895 +83%
LIA
17
LBMC Investment Advisors
Tennessee
$7.34M +$129K +4,846 +2%
CIA
18
Covington Investment Advisors
Pennsylvania
$7.04M -$52.3K -1,960 -0.7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.87M -$452K -16,938 -6%
Truist Financial
20
Truist Financial
North Carolina
$6.65M +$47.8K +1,789 +0.7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$6.35M +$100K +3,764 +2%
PWM
22
Praetorian Wealth Management
California
$4.62M -$566K -21,189 -11%
PA
23
PSI Advisors
Florida
$4.52M +$757K +28,356 +20%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.03M -$397K -14,865 -9%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.98M +$588K +22,022 +17%

IBMN Hedge Fund Activity: Q1 2025 in Review

165 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2025, worth a combined $398M — down 3.8% from $414M a quarter earlier.

Fund positioning in IBMN was balanced in Q1 2025: 9 funds opened new positions, 9 closed out, 58 added to existing stakes and 64 trimmed.

The largest buyer was Lido Advisors, adding an estimated $3.36M. The largest seller was Jane Street, cutting an estimated $8.29M.

  • 165 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2025, down from 166 in Q4 2024.
  • Funds reported $398M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2025 and 9 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $3.36M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2025 was Jane Street, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2025.