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iShares iBonds Dec 2025 Term Muni Bond ETF
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Overview Fund Activity

163 hedge funds and large institutions have $351M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
58
Reduced
52
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
Reliant Wealth Planning
Kentucky
$2.05M
2
NA
2
NewEdge Advisors
Louisiana
$12.9M
3
LPL Financial
3
LPL Financial
California
$11M
4
Lido Advisors
4
Lido Advisors
California
$8.36M
5
AUB
5
Atlantic Union Bankshares
Virginia
$864K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.15M
3
PA
3
PSI Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$8.63M
5
Bank of America
5
Bank of America
North Carolina
$42.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.1M 1,574,839 -100,444 -6%
US Bancorp
2
US Bancorp
Minnesota
$15M 561,986 -39,708 -7%
KCM
3
Kathmere Capital Management
Pennsylvania
$13.5M 504,558 -22,149 -4%
NA
4
NewEdge Advisors
Louisiana
$12.9M 480,900 +51,710 +12%
Wells Fargo
5
Wells Fargo
California
$11M 412,808 -3,593 -0.9%
LPL Financial
6
LPL Financial
California
$11M 409,968 +51,563 +14%
IWC
7
Integrated Wealth Concepts
Massachusetts
$8.94M 334,113 -5,989 -2%
Morgan Stanley
8
Morgan Stanley
New York
$8.63M 322,413 -125,963 -28%
Lido Advisors
9
Lido Advisors
California
$8.36M 312,295 +35,002 +13%
LIM
10
Leavell Investment Management
Alabama
$8.07M 301,659 -4,527 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$7.97M 297,937 -24,688 -8%
HBT
12
Hills Bank & Trust
Iowa
$7.96M 297,321 +1,559 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.9M 295,034 -564,530 -66%
UBS Group
14
UBS Group
Switzerland
$7.53M 281,521 -9,705 -3%
LIA
15
LBMC Investment Advisors
Tennessee
$7.35M 274,808 +252 +0.1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$7.15M 267,053 -553,242 -67%
Raymond James Financial
17
Raymond James Financial
Florida
$6.9M 257,758 -74,676 -22%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.83M 255,312 +17,961 +8%
Truist Financial
19
Truist Financial
North Carolina
$6.8M 253,922 +5,253 +2%
CIA
20
Covington Investment Advisors
Pennsylvania
$6.56M 244,908 -18,275 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.55M 169,978 -86,803 -34%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$4.38M 163,749 +17,269 +12%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.32M 161,350 +12,692 +9%
PWM
24
Praetorian Wealth Management
California
$4.18M 156,257 -16,486 -10%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.87M 145,271 -5,235 -3%
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