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iShares iBonds Dec 2025 Term Muni Bond ETF
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Overview Fund Activity

164 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
–
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
58
Reduced
52
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
Reliant Wealth Planning
Kentucky
$2.05M
2
NA
NewEdge Advisors
Louisiana
$12.9M
3
LPL Financial
LPL Financial
California
$11M
4
Lido Advisors
Lido Advisors
California
$8.36M
5
AUB
Atlantic Union Bankshares
Virginia
$864K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.15M
3
PA
PSI Advisors
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$8.63M
5
Bank of America
Bank of America
North Carolina
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
26
Cyndeo Wealth Partners
Florida
$3.58M -$214K -7,993 -6%
RFC
27
Regions Financial Corp
Alabama
$3.12M +$234K +8,747 +8%
CTC
28
Central Trust Company
Missouri
$3.1M +$190K +7,116 +7%
P
29
Paradiem
Louisiana
$3.08M – – –
CPWM
30
Cypress Point Wealth Management
Texas
$3.02M – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3M -$153K -5,711 -5%
Deutsche Bank
32
Deutsche Bank
Germany
$2.76M +$703K +26,261 +34%
UCFA
33
United Capital Financial Advisors
Texas
$2.76M -$4.07K -152 -0.1%
AM
34
Atwater Malick
Pennsylvania
$2.74M +$32K +1,197 +1%
VA
35
Valmark Advisers
Ohio
$2.73M +$135K +5,050 +5%
WIC
36
Woodmont Investment Counsel
Tennessee
$2.47M -$107K -4,004 -4%
SWP
37
Stratos Wealth Partners
Ohio
$2.46M -$304K -11,368 -11%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$2.44M +$212K +7,934 +10%
SCG
39
Sonata Capital Group
Washington
$2.43M – – –
HCM
40
Howland Capital Management
Massachusetts
$2.17M -$31.6K -1,180 -1%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$2.07M -$131K -4,891 -6%
RWP
42
Reliant Wealth Planning
Kentucky
$2.05M +$2.05M +76,769 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.05M +$129K +4,833 +7%
CCM
44
Coldstream Capital Management
Washington
$1.82M +$150K +5,614 +9%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$1.74M +$6.02K +225 +0.3%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.7M +$232K +8,674 +16%
Ameriprise
47
Ameriprise
Minnesota
$1.7M -$30K -1,121 -2%
CIA
48
Capital Investment Advisors
Georgia
$1.65M +$38K +1,418 +2%
LWL
49
Leo Wealth LLC
Texas
$1.51M – – –
SWMG
50
Signature Wealth Management Group
Georgia
$1.49M +$19.6K +734 +1%
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