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iShares iBonds Dec 2025 Term Muni Bond ETF
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Overview Fund Activity

166 hedge funds and large institutions have $414M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.53M
2
Lido Advisors
2
Lido Advisors
California
$4.03M
3
PA
3
PSI Advisors
Florida
$3.74M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$9.49M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$1.75M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$21.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.64K
3
Bank of America
3
Bank of America
North Carolina
$45.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$442K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$4.03M +$2.22M +83,485 +123%
PA
27
PSI Advisors
Florida
$3.74M +$1.79M +67,300 +92%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$3.56M -$19.3K -726 -0.5%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.37M +$370K +13,914 +12%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.14M -$704K -26,435 -18%
P
31
Paradiem
Louisiana
$3.06M – – –
CPWM
32
Cypress Point Wealth Management
Texas
$3.01M – – –
SA
33
Sanctuary Advisors
Indiana
$2.93M +$86.2K +3,227 +3%
CTC
34
Central Trust Company
Missouri
$2.89M +$228K +8,567 +9%
SWP
35
Stratos Wealth Partners
Ohio
$2.75M +$125K +4,710 +5%
WIC
36
Woodmont Investment Counsel
Tennessee
$2.61M -$33.2K -1,248 -1%
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$2.59M +$5.62K +211 +0.2%
QFA
38
Quantum Financial Advisors
California
$2.57M -$1.28M -48,133 -33%
SCG
39
Sonata Capital Group
Washington
$2.42M – – –
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$2.34M +$42K +1,579 +2%
UCFA
41
United Capital Financial Advisors
Texas
$2.34M +$185K +6,949 +9%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$2.32M -$61.7K -2,319 -3%
AM
43
Atwater Malick
Pennsylvania
$2.23M -$61.1K -2,294 -3%
SPA
44
Sentinel Pension Advisors
Massachusetts
$2.2M +$19K +713 +0.9%
RFC
45
Regions Financial Corp
Alabama
$2.13M +$36.9K +1,387 +2%
HCM
46
Howland Capital Management
Massachusetts
$2.05M -$6.65K -250 -0.3%
BPA
47
Beacon Pointe Advisors
California
$1.95M -$67.1K -2,522 -3%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.8M +$465K +17,484 +35%
NDSI
49
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M -$248K -9,330 -12%
SWM
50
Scissortail Wealth Management
Oklahoma
$1.75M +$1.75M +65,605 +142,620%
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