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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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165 hedge funds and large institutions have $354M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

0% more funds holding

Funds holding: 165 → 165 (0)

5.12% less ownership

Funds ownership: 84.03% → 78.91% (-5.1%)

11% less capital invested

Capital invested by funds: $398M → $354M (-$44.1M)

Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
58
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
Reliant Wealth Planning
Kentucky
+$2.05M
2
NA
NewEdge Advisors
Louisiana
+$1.38M
3
LPL Financial
LPL Financial
California
+$1.38M
4
Lido Advisors
Lido Advisors
California
+$935K
5
AUB
Atlantic Union Bankshares
Virginia
+$862K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$14.8M
3
PA
PSI Advisors
Florida
-$4.52M
4
Morgan Stanley
Morgan Stanley
New York
-$3.36M
5
Bank of America
Bank of America
North Carolina
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$42.1M -$2.68M -100,444 -6%
US Bancorp
2
US Bancorp
Minnesota
$15M -$1.06M -39,708 -7%
KCM
3
Kathmere Capital Management
Pennsylvania
$13.5M -$591K -22,149 -4%
NA
4
NewEdge Advisors
Louisiana
$12.9M +$1.38M +51,710 +12%
Wells Fargo
5
Wells Fargo
California
$11M -$95.9K -3,593 -0.9%
LPL Financial
6
LPL Financial
California
$11M +$1.38M +51,563 +14%
IWC
7
Integrated Wealth Concepts
Massachusetts
$8.94M -$160K -5,989 -2%
Morgan Stanley
8
Morgan Stanley
New York
$8.63M -$3.36M -125,963 -28%
Lido Advisors
9
Lido Advisors
California
$8.36M +$935K +35,002 +13%
LIM
10
Leavell Investment Management
Alabama
$8.07M -$121K -4,527 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$7.97M -$659K -24,688 -8%
HBT
12
Hills Bank & Trust
Iowa
$7.96M +$41.6K +1,559 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.9M -$15.1M -564,530 -66%
UBS Group
14
UBS Group
Switzerland
$7.53M -$259K -9,705 -3%
LIA
15
LBMC Investment Advisors
Tennessee
$7.35M +$6.73K +252 +0.1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$7.15M -$14.8M -553,242 -67%
Raymond James Financial
17
Raymond James Financial
Florida
$6.9M -$1.99M -74,676 -22%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.83M +$480K +17,961 +8%
Truist Financial
19
Truist Financial
North Carolina
$6.8M +$140K +5,253 +2%
CIA
20
Covington Investment Advisors
Pennsylvania
$6.55M -$488K -18,275 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.55M -$2.32M -86,803 -34%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$4.38M +$461K +17,269 +12%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.32M +$339K +12,692 +9%
PWM
24
Praetorian Wealth Management
California
$4.18M -$440K -16,486 -10%
CWP
25
Cyndeo Wealth Partners
Florida
$3.58M -$213K -7,993 -6%
1
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IBMN Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q2 2025, worth a combined $354M — down 11% from $398M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMN positions and 12 closed out — a net gain of 3 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Reliant Wealth Planning, opening a new position worth an estimated $2.05M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.

  • 165 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $354M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q2 2025 and 12 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q2 2025 was Reliant Wealth Planning, an estimated $2.05M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.