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iShares iBonds Dec 2025 Term Muni Bond ETF
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Overview Fund Activity

134 hedge funds and large institutions have $366M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.63M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.77M
3
Wells Fargo
3
Wells Fargo
California
$23M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$4.21M
5
Bank of America
5
Bank of America
North Carolina
$40.3M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$1.38M
2
WWM
2
WJ Wealth Management
Arizona
$1.08M
3
UBS Group
3
UBS Group
Switzerland
$8.42M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$1.34M +$322K +12,093 +32%
RAG
52
RIA Advisory Group
Iowa
$1.18M +$109K +4,111 +10%
IA
53
IFP Advisors
Florida
$1.16M -$197K -7,820 -14%
SSB
54
Sandy Spring Bank
Maryland
$1.14M +$99.5K +3,740 +10%
PPWM
55
PFG Private Wealth Management
Florida
$1.12M +$1.12M +42,047 New
DSA
56
Droms Strauss Advisors
Missouri
$1.09M +$171K +6,421 +19%
WWM
57
WJ Wealth Management
Arizona
$1.08M -$1.19M -44,863 -53%
BSAM
58
Blue Square Asset Management
New York
$1.07M -$118K -4,446 -10%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$915K – – –
Lido Advisors
60
Lido Advisors
California
$855K +$855K +32,122 New
RHP
61
Royal Harbor Partners
Texas
$845K +$27.2K +1,023 +3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$748K +$203K +7,644 +37%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$743K +$743K +27,939 New
SC
64
Savant Capital
Illinois
$729K +$729K +27,383 New
VA
65
Valmark Advisers
Ohio
$694K -$15.1K -566 -2%
CIA
66
Capital Investment Advisors
Georgia
$686K +$134K +5,037 +24%
APP
67
Avantax Planning Partners
Iowa
$683K +$12.1K +454 +2%
GHA
68
Granite Harbor Advisors
Texas
$674K +$299K +11,235 +80%
PWS
69
Peloton Wealth Strategists
Indiana
$665K – – –
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$661K -$221K -8,310 -25%
PA
71
PFG Advisors
Arizona
$658K +$28.3K +1,062 +4%
KA
72
Klingman & Associates
New York
$657K +$47.9K +1,800 +8%
AWM
73
Apollon Wealth Management
South Carolina
$625K – – –
SIC
74
Sigma Investment Counselors
Michigan
$625K -$38.3K -1,440 -6%
IWM
75
IHT Wealth Management
Illinois
$613K +$613K +23,054 New
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