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iShares iBonds Dec 2025 Term Muni Bond ETF
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Overview Fund Activity

151 hedge funds and large institutions have $464M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
61
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$8.8M
2
QFA
2
Quantum Financial Advisors
California
$3.65M
3
LIA
3
LBMC Investment Advisors
Tennessee
$5.13M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.19M
5
Bank of America
5
Bank of America
North Carolina
$43.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
Jane Street
2
Jane Street
New York
$6.92M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.53M
4
UBS Group
4
UBS Group
Switzerland
$11.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$625K
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
26
Cyndeo Wealth Partners
Florida
$3.88M 146,545 +830 +0.6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.7M 139,720 +3,452 +3%
QFA
28
Quantum Financial Advisors
California
$3.65M 137,917 +137,917 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.57M 134,897 -23,116 -15%
NDSI
30
Newman Dignan & Sheerar Inc
Rhode Island
$3.04M 115,001 -24,020 -17%
P
31
Paradiem
Louisiana
$3.04M 114,986 +37,792 +49%
CPWM
32
Cypress Point Wealth Management
Texas
$2.99M 113,000 – –
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.98M 112,771 -5,672 -5%
GA
34
Gateway Advisory
New Jersey
$2.84M 107,498 +2,541 +2%
CTC
35
Central Trust Company
Missouri
$2.61M 98,659 +29,161 +42%
NEPWA
36
New England Private Wealth Advisors
Massachusetts
$2.56M 96,972 +100 +0.1%
WIC
37
Woodmont Investment Counsel
Tennessee
$2.5M 94,650 -10,000 -10%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.42M 91,484 -8,656 -9%
SCG
39
Sonata Capital Group
Washington
$2.38M 89,785 +27,325 +44%
UCFA
40
United Capital Financial Advisors
Texas
$2.36M 89,058 -17,173 -16%
BPA
41
Beacon Pointe Advisors
California
$2.36M 89,023 -10,859 -11%
SPA
42
Sentinel Pension Advisors
Massachusetts
$2.2M 83,144 +44 +0.1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.19M 82,662 +72,284 +697%
Stifel Financial
44
Stifel Financial
Missouri
$2.14M 80,759 -51,933 -39%
SPIA
45
Steward Partners Investment Advisory
New York
$2.07M 78,375 -6,791 -8%
RFC
46
Regions Financial Corp
Alabama
$2.01M 76,109 -4,175 -5%
Mariner
47
Mariner
Kansas
$1.88M 71,236 -9,576 -12%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.88M 70,951 +19,409 +38%
LWL
49
Leo Wealth LLC
Texas
$1.87M 70,548 +41 +0.1%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.8M 67,899 -7,914 -10%
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