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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF

Delisted

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

158 hedge funds and large institutions have $317M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 78.91%78.58% (-0.33%)

4% less funds holding

Funds holding: 165158 (-7)

10% less capital invested

Capital invested by funds: $354M → $317M (-$36.9M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
158
Holders Change
-7
Holders Change %
-4.24%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
39
Reduced
64
Closed
16
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
$41.9M -$328K -12,257 -0.8%
KCM
2
Kathmere Capital Management
Pennsylvania
$13.5M -$134 -5 -0%
US Bancorp
3
US Bancorp
Minnesota
$13.4M -$1.69M -63,017 -11%
Wells Fargo
4
Wells Fargo
California
$10.5M -$574K -21,458 -5%
Lido Advisors
5
Lido Advisors
California
$9.86M +$1.5M +55,928 +18%
LPL Financial
6
LPL Financial
California
$8.9M -$2.09M -77,929 -19%
PA
7
PSI Advisors
Florida
$8.37M +$8.36M +312,292 New
IWC
8
Integrated Wealth Concepts
Massachusetts
$8.24M -$715K -26,711 -8%
HBT
9
Hills Bank & Trust
Iowa
$7.78M -$183K -6,830 -2%
Morgan Stanley
10
Morgan Stanley
New York
$7.14M -$1.5M -55,913 -17%
LIA
11
LBMC Investment Advisors
Tennessee
$7.11M -$251K -9,371 -3%
LIM
12
Leavell Investment Management
Alabama
$7.06M -$1.02M -37,979 -13%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$6.67M -$167K -6,240 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.65M -$1.33M -49,720 -17%
NA
15
NewEdge Advisors
Louisiana
$6.54M -$6.34M -236,817 -49%
CIA
16
Covington Investment Advisors
Pennsylvania
$6.31M -$250K -9,329 -4%
UBS Group
17
UBS Group
Switzerland
$6.31M -$1.23M -46,137 -16%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$6.01M -$1.14M -42,614 -16%
Raymond James Financial
19
Raymond James Financial
Florida
$5.65M -$1.26M -46,936 -18%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.7M +$148K +5,531 +3%
PWM
21
Praetorian Wealth Management
California
$4.08M -$103K -3,851 -2%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$3.78M -$608K -22,706 -14%
CWP
23
Cyndeo Wealth Partners
Florida
$3.59M +$3.08K +115 +0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.53M -$4.37M -163,290 -55%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.34M -$123K -4,600 -4%

IBMN Hedge Fund Activity: Q3 2025 in Review

158 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q3 2025, worth a combined $317M — down 10% from $354M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBMN and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 39 added.

The largest buyer was PSI Advisors, opening a new position worth an estimated $8.36M. The largest seller was Truist Financial, exiting entirely with an estimated $6.8M sold.

  • 158 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q3 2025, down from 165 in Q2 2025.
  • Funds reported $317M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q3 2025, down 10% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q3 2025 and 16 closed out, a net change of -5 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q3 2025 was PSI Advisors, an estimated $8.36M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q3 2025 was Truist Financial, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2025.