iShares iBonds Dec 2025 Term Muni Bond
IBMN • BATS
iShares iBonds Dec 2025 Term Muni Bond is an exchange-traded fund on BATS. As of Q3 2025, 158 institutional investors hold shares in this ETF, with total holdings valued at $315.4M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $41.9M.
Overview
Overview of institutional ownership in IBMN as of Q3 2025
All Institutions
- Institutions
- 158
- Value Held
- $315.4M
- Shares Held
- 11.8M
- Avg Position
- $2.0M
- Median Position
- $622.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $439.8K
- Shares Held
- 16.4K
- Avg Position
- $439.8K
- Median Position
- $439.8K
Biggest Investors
Institutions with the largest positions in IBMN as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $41.9M 0.00% of portfolio |
 Kathmere Capital Management, LLC RIA/Wealth | $13.5M 0.96% of portfolio |
 US BANCORP \DE\ Institution | $13.4M 0.02% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $10.5M 0.00% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $9.9M 0.04% of portfolio |
L LPL Financial LLC Institution | $8.9M 0.00% of portfolio |
 PSI Advisors, LLC RIA/Wealth | $8.4M 2.18% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $8.2M 0.07% of portfolio |
H Hills Bank & Trust Co Institution | $7.8M 0.46% of portfolio |
 MORGAN STANLEY RIA/Wealth | $7.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBMN in Q3 2025
- Net Flow
- −$36.6M
- Buyers
- 40
- Sellers
- 80
- Total Bought
- +$13.7M
- Total Sold
- −$50.3M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
PSI Advisors, LLC RIA/Wealth | +$8.4M +312.3K shares |
Lido Advisors, LLC RIA/Wealth | +$1.5M +55.9K shares |
 Baird Financial Group, Inc. Private Equity | +$669.8K +25.0K shares |
 Kovitz Investment Group Partners, LLC RIA/Wealth | +$445.4K +16.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$439.8K +16.4K shares |
 Brookstone Capital Management RIA/Wealth | +$321.1K +12.0K shares |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | +$311.8K +11.6K shares |
 Granite Harbor Advisors, Inc. RIA/Wealth | +$308.4K +11.5K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$148.2K +5.5K shares |
F Financial Engines Advisors L.L.C. Institution | +$146.7K +5.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 BB&T CORP Institution | −$6.8M −253.9K shares |
 Goss Wealth Management LLC RIA/Wealth | −$6.3M −236.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$4.4M −163.3K shares |
 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | −$4.0M −150.0K shares |
L LPL Financial LLC Institution | −$2.1M −77.9K shares |
 Reliant Wealth Planning RIA/Wealth | −$2.1M −76.8K shares |
 WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | −$2.0M −74.8K shares |
US BANCORP \DE\ Institution | −$1.7M −63.0K shares |
MORGAN STANLEY RIA/Wealth | −$1.5M −55.9K shares |
 HighTower Advisors, LLC RIA/Wealth | −$1.3M −49.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBMN in Q3 2025
- New Positions
- 7
- New Value
- $2.7M
- Exited Positions
- 15
- Exited Value
- $13.8M
New Positions
| Institution | Position Value |
|---|---|
H Helen Stephens Group, LLC Institution | $594.1K 22.2K shares |
 Mach-1 Financial Group, Inc. RIA/Wealth | $530.4K 19.8K shares |
 Integrity Advisory Solutions, LLC RIA/Wealth | $530.4K 19.8K shares |
 HORAN Wealth, LLC RIA/Wealth | $406.1K 15.2K shares |
 Atomi Financial Group, Inc. RIA/Wealth | $268.3K 10.0K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $239.2K 8.9K shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $160.0K 6.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
BB&T CORP Institution | $6.8M 253.9K shares |
Reliant Wealth Planning RIA/Wealth | $2.1M 76.8K shares |
A ATRIA INVESTMENTS LLC Institution | $964.3K 36.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $728.9K 27.2K shares |
 Newman Dignan & Sheerar, Inc. RIA/Wealth | $462.5K 17.3K shares |
 Amplius Wealth Advisors, LLC RIA/Wealth | $454.8K 17.0K shares |
S Stonebridge Capital Advisors LLC RIA/Wealth | $403.1K 15.1K shares |
 WRAPMANAGER INC RIA/Wealth | $355.1K 13.3K shares |
$344.6K 12.9K shares | |
 Rehmann Capital Advisory Group RIA/Wealth | $286.4K 10.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in IBMN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBMN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PSI Advisors, LLC RIA/Wealth | 2.18% $8.4M |
Kathmere Capital Management, LLC RIA/Wealth | 0.96% $13.5M |
 SONATA CAPITAL GROUP INC RIA/Wealth | 0.96% $2.4M |
 Covington Investment Advisors Inc. RIA/Wealth | 0.84% $6.3M |
 Praetorian Wealth Management, Inc. RIA/Wealth | 0.84% $4.1M |
 Atwater Malick LLC RIA/Wealth | 0.78% $2.7M |
 Paradiem, LLC RIA/Wealth | 0.72% $3.1M |
 Cypress Point Wealth Management, LLC RIA/Wealth | 0.61% $3.0M |
Granite Harbor Advisors, Inc. RIA/Wealth | 0.57% $1.4M |
 Signature Wealth Management Group RIA/Wealth | 0.57% $1.5M |
Hedge Fund Spotlight
Discover hedge funds investing in IBMN
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares iBonds Dec 2025 Term Muni Bond
- Market Value
- $439.8K
- Shares Held
- 16.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
