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iShares iBonds Dec 2025 Term Muni Bond ETF
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Overview Fund Activity

134 hedge funds and large institutions have $366M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.63M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.77M
3
Wells Fargo
3
Wells Fargo
California
$23M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$4.21M
5
Bank of America
5
Bank of America
North Carolina
$40.3M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$1.38M
2
WWM
2
WJ Wealth Management
Arizona
$1.08M
3
UBS Group
3
UBS Group
Switzerland
$8.42M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$3.23M -$358K -13,436 -10%
SPIA
27
Steward Partners Investment Advisory
New York
$3.17M -$11.4K -428 -0.4%
BPA
28
Beacon Pointe Advisors
California
$3.09M +$304K +11,426 +11%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.05M +$86K +3,233 +3%
WIC
30
Woodmont Investment Counsel
Tennessee
$2.81M +$7.98K +300 +0.3%
Stifel Financial
31
Stifel Financial
Missouri
$2.77M +$2.77M +104,268 New
LIA
32
LBMC Investment Advisors
Tennessee
$2.63M +$1.4M +52,527 +114%
LPT
33
Legacy Private Trust
Wisconsin
$2.58M -$157K -5,888 -6%
SCA
34
Stonebridge Capital Advisors
Minnesota
$2.57M +$158K +5,954 +7%
RJA
35
Raymond James & Associates
Florida
$2.41M +$411K +15,460 +21%
LB
36
Leo Brokerage
Texas
$2.35M +$2.35M +88,279 New
SPA
37
Sentinel Pension Advisors
Massachusetts
$2.11M +$49K +1,842 +2%
P
38
Paradiem
Louisiana
$2.05M +$2.05M +77,194 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.88M +$600K +22,563 +47%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.84M +$30.7K +1,155 +2%
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.75M +$344K +12,943 +25%
HW
42
Hedeker Wealth
Illinois
$1.74M -$25K -941 -1%
CTC
43
Central Trust Company
Missouri
$1.71M +$162K +6,071 +10%
RFC
44
Regions Financial Corp
Alabama
$1.7M +$3.56K +134 +0.2%
SCG
45
Sonata Capital Group
Washington
$1.66M – – –
CIM
46
Confluence Investment Management
Missouri
$1.65M +$1.38M +51,921 +519%
Mariner
47
Mariner
Kansas
$1.49M +$310K +11,635 +26%
PFM
48
Phillips Financial Management
Indiana
$1.46M +$53.6K +2,015 +4%
SWMG
49
Signature Wealth Management Group
Georgia
$1.4M +$32.4K +1,217 +2%
SVWAG
50
Sound View Wealth Advisors Group
Georgia
$1.38M -$1.78M -66,718 -56%
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