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iShares iBonds Dec 2025 Term Muni Bond ETF

152 hedge funds and large institutions have $539M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWP
26
Cyndeo Wealth Partners
Florida
$3.87M 145,715 -16,363 -10%
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$3.69M 139,021 +65 +0%
RJA
28
Raymond James & Associates
Florida
$3.67M 138,117 +34,558 +33%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.62M 136,268 -2,424 -2%
Stifel Financial
30
Stifel Financial
Missouri
$3.52M 132,692 +8,616 +7%
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$3.14M 118,443 +64,703 +120%
CPWM
32
Cypress Point Wealth Management
Texas
$3M 113,000 +113,000 New
UCFA
33
United Capital Financial Advisors
Texas
$2.82M 106,231 -13,326 -11%
FTUS
34
Flow Traders U.S.
New York
$2.8M 105,305 +90,968 +634%
GA
35
Gateway Advisory
New Jersey
$2.79M 104,957 -1,884 -2%
WIC
36
Woodmont Investment Counsel
Tennessee
$2.78M 104,650 -4,000 -4%
LIA
37
LBMC Investment Advisors
Tennessee
$2.73M 102,671 +41 +0%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M 100,140 -5,880 -6%
BPA
39
Beacon Pointe Advisors
California
$2.65M 99,882 +1,270 +1%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$2.57M 96,872 +96,872 New
SCA
41
Stonebridge Capital Advisors
Minnesota
$2.4M 90,575 -4,173 -4%
SPIA
42
Steward Partners Investment Advisory
New York
$2.26M 85,166 -28,231 -25%
SPA
43
Sentinel Pension Advisors
Massachusetts
$2.21M 83,100 -1,565 -2%
Mariner
44
Mariner
Kansas
$2.15M 80,812 +26,031 +48%
RFC
45
Regions Financial Corp
Alabama
$2.13M 80,284 +9,240 +13%
CIM
46
Confluence Investment Management
Missouri
$2.06M 77,628 +16,173 +26%
P
47
Paradiem
Louisiana
$2.05M 77,194
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.01M 75,813 +7,938 +12%
LWL
49
Leo Wealth LLC
Texas
$1.87M 70,507 +70,507 New
CTC
50
Central Trust Company
Missouri
$1.84M 69,498 +16,732 +32%