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iShares iBonds Dec 2025 Term Muni Bond ETF

155 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

40% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
Paradiem
Louisiana
$3.08M
UCFA
27
United Capital Financial Advisors
Texas
$3.07M
CPWM
28
Cypress Point Wealth Management
Texas
$3.03M
RFC
29
Regions Financial Corp
Alabama
$2.91M
CTC
30
Central Trust Company
Missouri
$2.9M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.79M
Deutsche Bank
32
Deutsche Bank
Germany
$2.76M
VA
33
Valmark Advisers
Ohio
$2.7M
AM
34
Atwater Malick
Pennsylvania
$2.69M
SWP
35
Stratos Wealth Partners
Ohio
$2.47M
SCG
36
Sonata Capital Group
Washington
$2.44M
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2.27M
HCM
38
Howland Capital Management
Massachusetts
$2.12M
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.05M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.98M
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$1.75M
Ameriprise
42
Ameriprise
Minnesota
$1.74M
BCI
43
Brinker Capital Investments
Pennsylvania
$1.71M
CIA
44
Capital Investment Advisors
Georgia
$1.65M
CCM
45
Coldstream Capital Management
Washington
$1.61M
LWL
46
Leo Wealth LLC
Texas
$1.51M
SWMG
47
Signature Wealth Management Group
Georgia
$1.47M
BPA
48
Beacon Pointe Advisors
California
$1.45M
KPWS
49
Kestra Private Wealth Services
Texas
$1.41M
Financial Engines Advisors
50
Financial Engines Advisors
California
$1.4M