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iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) Institutional Ownership

iShares iBonds Dec 2025 Term Muni Bond ETF logo
$26.78 +0.13 (+0.49%)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$21.12M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$6.06M
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Skip Chart & View Institutional Buying and Selling Data

IBMN Institutional Buying and Selling by Quarter

iShares iBonds Dec 2025 Term Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Stonebridge Capital Advisors LLC15,060$403K0.0%-15.8%0.090%
8/15/2025 Captrust Financial Advisors91,055$2.44M0.0%+9.5%0.545%
8/15/2025 Ameriprise Financial Inc.63,632$1.70M0.0%-1.7%0.381%
8/14/2025 NewEdge Advisors LLC480,900$12.87M0.1%+12.0%2.880%
8/6/2025 Atlantic Union Bankshares Corp32,267$864K0.0%N/A0.193%
8/5/2025 Gould Asset Management LLC CA19,095$511K0.1%+15.8%0.114%
7/31/2025 Leavell Investment Management Inc.301,659$8.07M0.4%-1.5%1.806%
7/29/2025 Private Trust Co. NA8,354$224K0.0%+15.2%0.050%
7/22/2025 Red Tortoise LLC16,483$441K0.2%N/A0.099%
7/18/2025 Newman Dignan & Sheerar Inc.17,280$462K0.1%-60.4%0.103%
7/17/2025 Janney Montgomery Scott LLC10,719$287K0.0%-43.1%0.064%
7/9/2025 Praetorian Wealth Management Inc.156,257$4.18M1.0%-9.5%0.936%
7/8/2025 Parallel Advisors LLC18,478$495K0.0%+22.8%0.111%
5/16/2025Jones Financial Companies Lllp61,749$1.65M0.0%+6,074.9%0.360%
5/16/2025NewEdge Advisors LLC429,190$11.48M0.1%-7.7%2.503%
5/16/2025Integrated Wealth Concepts LLC340,102$9.10M0.1%+5.7%1.983%
5/12/2025Scissortail Wealth Management LLC62,160$1.66M0.4%-5.3%0.362%
5/9/2025PNC Financial Services Group Inc.1,517$41K0.0%+41.1%0.009%
5/1/2025Hughes Financial Services LLC1,894$51K0.0%N/A0.011%
5/1/2025Blue Square Asset Management LLC43,910$1.18M0.6%-2.1%0.256%
4/30/2025Leavell Investment Management Inc.306,186$8.19M0.4%+0.7%1.785%
4/28/2025Private Trust Co. NA7,254$194K0.0%-7.4%0.041%
4/25/2025Spinnaker Trust31,680$847K0.1%+21.9%0.179%
4/22/2025Cambridge Investment Research Advisors Inc.11,886$318K0.0%-28.4%0.067%
4/22/2025Crews Bank & Trust24,741$662K0.1%+6.0%0.140%
4/21/2025PSI Advisors LLC168,817$4.52M1.5%+20.2%0.956%
4/17/2025Janney Montgomery Scott LLC18,828$504K0.0%+46.8%0.107%
4/16/2025Praetorian Wealth Management Inc.172,743$4.62M1.1%-10.9%0.979%
4/9/2025Lbmc Investment Advisors LLC274,556$7.34M0.6%+1.8%1.556%
4/8/2025Global Financial Private Client LLC5,274$141K0.1%-10.6%0.030%
2/18/2025Novem Group17,050$454K0.1%N/A0.084%
2/18/202510Elms LLP14,385$383K0.4%N/A0.071%
2/17/2025Captrust Financial Advisors87,296$2.32M0.0%-2.6%0.431%
2/17/2025Ameriprise Financial Inc.64,948$1.73M0.0%+5.4%0.321%
2/14/2025Stonebridge Capital Advisors LLC20,881$556K0.0%-19.2%0.103%
2/14/2025Integrated Wealth Concepts LLC321,631$8.56M0.1%+21.4%1.588%
2/14/2025IHT Wealth Management LLC45,692$1.22M0.0%+53.5%0.226%
2/13/2025United Capital Financial Advisors LLC87,823$2.34M0.0%+8.6%0.434%
2/12/2025OLD Mission Capital LLC15,941$424K0.0%N/A0.079%
2/11/2025Sandy Spring Bank35,854$954K0.0%-8.8%0.177%
2/10/2025Parallel Advisors LLC15,051$401K0.0%+4.5%0.074%
2/10/2025Eldridge Investment Advisors Inc.17,303$461K0.1%N/A0.085%
2/10/2025Hills Bank & Trust Co293,364$7.81M0.6%+1.7%1.449%
2/7/2025Horan Securities Inc.15,160$403K0.2%-18.9%0.075%
2/7/2025PNC Financial Services Group Inc.1,075$29K0.0%N/A0.005%
2/6/2025Jones Financial Companies Lllp1,000$27K0.0%N/A0.005%
2/5/2025Peloton Wealth Strategists20,500$546K0.2%-18.0%0.101%
2/4/2025Exchange Capital Management Inc.23,260$619K0.1%+3.8%0.115%
1/30/2025Newman Dignan & Sheerar Inc.66,216$1.76M0.5%-12.4%0.327%
1/29/2025Leavell Investment Management Inc.303,936$8.09M0.4%-3.2%1.501%
1/23/2025Crews Bank & Trust23,341$621K0.1%N/A0.115%
1/21/2025Blue Square Asset Management LLC44,844$1.19M0.6%-3.3%0.221%
1/16/2025Lbmc Investment Advisors LLC269,710$7.18M0.6%+4.1%1.332%
1/14/2025Global Financial Private Client LLC5,901$157K0.1%-33.1%0.029%
1/13/2025PSI Advisors LLC140,461$3.74M1.1%+92.0%0.694%
1/10/2025Praetorian Wealth Management Inc.193,932$5.16M1.3%-4.1%0.958%
12/26/2024JPMorgan Chase & Co.110,121$2.94M0.0%+30,574.4%0.544%
11/15/2024Integrated Wealth Concepts LLC264,913$7.06M0.1%+7.6%1.308%
11/14/2024Captrust Financial Advisors89,615$2.39M0.0%+7.4%0.443%
11/13/2024Private Trust Co. NA7,831$209K0.0%+22.6%0.039%
11/6/2024Coastline Trust Co4,174$111K0.0%N/A0.021%
11/1/2024Leavell Investment Management Inc.313,936$8.37M0.4%+2.7%1.550%
11/1/2024Sonata Capital Group Inc.90,910$2.42M1.0%N/A0.449%
10/31/2024Confluence Investment Management LLC11,431$305K0.0%-69.9%0.056%
10/31/2024Spinnaker Trust25,995$693K0.0%+7.0%0.128%
10/29/2024Blue Square Asset Management LLC46,376$1.24M0.7%-2.3%0.229%
10/8/2024Lbmc Investment Advisors LLC259,206$6.91M0.5%+22.9%1.280%
10/2/2024Praetorian Wealth Management Inc.202,131$5.39M1.3%-9.8%0.998%
8/8/2024Parallel Advisors LLC13,046$346K0.0%+30.5%0.064%
8/7/2024Ashton Thomas Private Wealth LLC243,203$6.44M0.4%-3.4%1.201%
7/31/2024Spinnaker Trust24,285$643K0.0%+8.6%0.120%
7/26/2024Cambridge Investment Research Advisors Inc.88,176$2.34M0.0%+6.7%0.435%
7/25/2024Hills Bank & Trust Co255,960$6.78M0.5%+13.0%1.264%
7/23/2024PSI Advisors LLC73,161$1.94M0.6%N/A0.361%
7/23/2024Exchange Capital Management Inc.20,930$554K0.1%N/A0.103%
7/17/2024Archford Capital Strategies LLC21,027$557K0.1%+9.3%0.104%
7/17/2024Leavell Investment Management Inc.305,676$8.10M0.4%-0.2%1.510%
7/16/2024ORG Partners LLC3,700$98K0.0%N/A0.018%
7/11/2024Lbmc Investment Advisors LLC210,974$5.59M0.5%+8.8%1.042%
7/10/2024Praetorian Wealth Management Inc.224,019$5.93M1.5%-6.4%1.106%
7/1/2024Confluence Investment Management LLC37,934$1.01M0.0%+30.4%0.187%
5/15/2024Stonebridge Capital Advisors LLC52,268$1.38M0.1%-42.3%0.258%
5/2/2024Horan Securities Inc.15,630$414K0.2%+35.3%0.077%
5/1/2024Janney Montgomery Scott LLC12,802$339K0.0%+36.7%0.063%
4/29/2024Newman Dignan & Sheerar Inc.115,001$3.04M0.8%-17.3%0.568%
4/25/2024Cambridge Investment Research Advisors Inc.82,662$2.19M0.0%+696.5%0.408%
4/24/2024Leavell Investment Management Inc.306,401$8.11M0.5%-5.0%1.513%
4/22/2024Ashton Thomas Private Wealth LLC251,857$6.66M0.4%+0.7%1.244%
4/12/2024Lbmc Investment Advisors LLC193,860$5.13M0.4%+88.8%1.034%
4/10/2024Praetorian Wealth Management Inc.239,267$6.33M1.7%+4.9%1.276%
4/1/2024Confluence Investment Management LLC29,090$770K0.0%N/A0.155%
2/12/2024Arrow Financial Corp8,946$237K0.0%-8.6%0.048%
2/7/2024Horan Securities Inc.11,548$307K0.2%+24.2%0.062%
2/7/2024Hills Bank & Trust Co225,855$6.00M0.6%+77.4%1.205%
2/2/2024Spinnaker Trust14,734$391K0.0%+62.7%0.079%
2/2/2024Gould Asset Management LLC CA16,345$434K0.1%+93.1%0.087%
1/30/2024Scissortail Wealth Management LLC57,490$1.52M0.5%N/A0.307%
1/26/2024Sandy Spring Bank37,365$992K0.0%-6.4%0.199%
1/23/2024Leavell Investment Management Inc.322,651$8.57M0.5%+9.5%1.721%
1/22/2024Princeton Global Asset Management LLC13,528$359K0.1%+194.1%0.072%
(Data available from 1/1/2016 forward)

IBMN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMN shares?

During the previous two years, 46 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Muni Bond ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($12.87M), Integrated Wealth Concepts LLC ($9.10M), Leavell Investment Management Inc. ($8.07M), Hills Bank & Trust Co ($7.81M), Lbmc Investment Advisors LLC ($7.34M), Ashton Thomas Private Wealth LLC ($6.44M), and PSI Advisors LLC ($4.52M).Learn more on iShares iBonds Dec 2025 Term Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2025 Term Muni Bond ETF's stock?

Of the 40 institutional investors that purchased iShares iBonds Dec 2025 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hills Bank & Trust Co ($260.21K), Lbmc Investment Advisors LLC ($175.72K), PSI Advisors LLC ($168.82K), JPMorgan Chase & Co. ($109.76K), Integrated Wealth Concepts LLC ($93.86K), Sonata Capital Group Inc. ($90.91K), and Cambridge Investment Research Advisors Inc. ($77.80K).

How much institutional buying is happening at iShares iBonds Dec 2025 Term Muni Bond ETF?

Institutional investors have bought a total of 792,177 shares in the last 24 months. This purchase volume represents approximately $21.12M in transactions.

Which of iShares iBonds Dec 2025 Term Muni Bond ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold iShares iBonds Dec 2025 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Praetorian Wealth Management Inc. ($67.76K), NewEdge Advisors LLC ($35.81K), Newman Dignan & Sheerar Inc. ($35.68K), Confluence Investment Management LLC ($26.50K), Leavell Investment Management Inc. ($14.53K), Janney Montgomery Scott LLC ($8.11K), and Stonebridge Capital Advisors LLC ($7.80K).

How much institutional selling is happening at iShares iBonds Dec 2025 Term Muni Bond ETF?

Institutional investors have sold a total of 227,037 shares in the last 24 months. This volume of shares sold represents approximately $6.06M in transactions.


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This page (BATS:IBMN) was last updated on 9/25/2025 by MarketBeat.com Staff
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