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iShares iBonds Dec 2025 Term Muni Bond ETF

53 hedge funds and large institutions have $47.4M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$418K -$7.42K -266 -2%
BWM
27
BCS Wealth Management
Tennessee
$391K
CDIA
28
Capital Directions Investment Advisors
Georgia
$350K
MPWT
29
MassMutual Private Wealth & Trust
Connecticut
$341K -$429K -15,390 -56%
RFC
30
Regions Financial Corp
Alabama
$335K +$6.66K +239 +2%
BPA
31
Beacon Pointe Advisors
California
$332K +$43.5K +1,562 +15%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$327K +$137K +4,917 +72%
APA
33
American Portfolios Advisors
New York
$240K
ACS
34
Archford Capital Strategies
Illinois
$229K +$229K +8,212 New
AIP
35
Ameritas Investment Partners
Nebraska
$225K +$11.2K +402 +5%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$217K +$217K +7,787 New
SIC
37
Sigma Investment Counselors
Michigan
$211K +$211K +7,567 New
LPL Financial
38
LPL Financial
California
$210K +$210K +7,551 New
SCA
39
Stonebridge Capital Advisors
Minnesota
$201K -$41.8K -1,500 -17%
FCA
40
FinTrust Capital Advisors
South Carolina
$169K
OPS
41
Orion Portfolio Solutions
Nebraska
$155K
Osaic Holdings
42
Osaic Holdings
Arizona
$129K +$700 +25 +0.5%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$128K -$11.5K -413 -8%
1IA
44
1834 Investment Advisors
Wisconsin
$84K +$84K +3,000 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$62K +$62K +2,224 New
SPIA
46
Steward Partners Investment Advisory
New York
$54K
ADL
47
Asset Dedication LLC
California
$51K -$134K -4,879 -72%
GRP
48
Global Retirement Partners
California
$49K +$49K +1,774 New
RIM
49
Rockbridge Investment Management
New York
$26K +$26K +924 New
TF
50
TimeScale Financial
Massachusetts
$7K