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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 %
CWP
26
Cyndeo Wealth Partners
Florida
$3.58M 133,869 -7,993 -6%
RFC
27
Regions Financial Corp
Alabama
$3.12M 116,622 +8,747 +8%
CTC
28
Central Trust Company
Missouri
$3.1M 115,771 +7,116 +7%
P
29
Paradiem
Louisiana
$3.08M 114,986 – –
CPWM
30
Cypress Point Wealth Management
Texas
$3.02M 113,000 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3M 111,999 -5,711 -5%
Deutsche Bank
32
Deutsche Bank
Germany
$2.76M 103,195 +26,261 +34%
UCFA
33
United Capital Financial Advisors
Texas
$2.76M 103,098 -152 -0.1%
AM
34
Atwater Malick
Pennsylvania
$2.74M 102,565 +1,197 +1%
VA
35
Valmark Advisers
Ohio
$2.73M 101,835 +5,050 +5%
WIC
36
Woodmont Investment Counsel
Tennessee
$2.47M 92,253 -4,004 -4%
SWP
37
Stratos Wealth Partners
Ohio
$2.46M 91,837 -11,368 -11%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$2.44M 91,055 +7,934 +10%
SCG
39
Sonata Capital Group
Washington
$2.43M 90,910 – –
HCM
40
Howland Capital Management
Massachusetts
$2.17M 81,020 -1,180 -1%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$2.07M 77,455 -4,891 -6%
RWP
42
Reliant Wealth Planning
Kentucky
$2.05M 76,769 +76,769 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.05M 76,534 +4,833 +7%
CCM
44
Coldstream Capital Management
Washington
$1.82M 67,947 +5,614 +9%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$1.74M 65,064 +225 +0.3%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.7M 63,696 +8,674 +16%
Ameriprise
47
Ameriprise
Minnesota
$1.7M 63,632 -1,121 -2%
CIA
48
Capital Investment Advisors
Georgia
$1.65M 61,770 +1,418 +2%
LWL
49
Leo Wealth LLC
Texas
$1.51M 56,526 – –
SWMG
50
Signature Wealth Management Group
Georgia
$1.49M 55,804 +734 +1%
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