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iShares iBonds Dec 2025 Term Muni Bond ETF

152 hedge funds and large institutions have $539M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
51
Sonata Capital Group
Washington
$1.66M
HCM
52
Howland Capital Management
Massachusetts
$1.66M +$728K +27,435 +79%
Ameriprise
53
Ameriprise
Minnesota
$1.54M -$18.5M -698,658 -92%
SWM
54
Scissortail Wealth Management
Oklahoma
$1.52M +$1.52M +57,490 New
AM
55
Atwater Malick
Pennsylvania
$1.52M +$70.8K +2,667 +5%
SWMG
56
Signature Wealth Management Group
Georgia
$1.52M +$1.52M +57,262 New
AI
57
Atria Investments
North Carolina
$1.47M +$1.47M +55,463 New
EFP
58
Envision Financial Planning
Tennessee
$1.46M +$102K +3,848 +8%
Lido Advisors
59
Lido Advisors
California
$1.44M +$381K +14,356 +36%
Creative Planning
60
Creative Planning
Kansas
$1.4M -$239K -9,022 -15%
FFG
61
Foundry Financial Group
New Hampshire
$1.38M +$1.38M +51,871 New
Osaic Holdings
62
Osaic Holdings
Arizona
$1.37M -$507K -19,096 -27%
BSAM
63
Blue Square Asset Management
New York
$1.31M +$193K +7,253 +17%
PFM
64
Phillips Financial Management
Indiana
$1.27M
BFEC
65
Benjamin F. Edwards & Company
Missouri
$1.27M +$364K +13,720 +40%
CIAS
66
CFS Investment Advisory Services
New Jersey
$1.23M -$120K -4,529 -9%
DSA
67
Droms Strauss Advisors
Missouri
$1.21M -$55.3K -2,085 -4%
VA
68
Valmark Advisers
Ohio
$1.06M +$56K +2,109 +6%
SWP
69
Stratos Wealth Partners
Ohio
$1.02M +$409K +15,426 +67%
SSB
70
Sandy Spring Bank
Maryland
$992K -$68.1K -2,565 -6%
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$914K +$1.33K +50 +0.1%
CIA
72
Capital Investment Advisors
Georgia
$910K +$98.5K +3,709 +12%
IA
73
IFP Advisors
Florida
$904K +$123K +4,650 +16%
RHP
74
Royal Harbor Partners
Texas
$877K -$62.9K -2,369 -7%
SWA
75
Stratos Wealth Advisors
Ohio
$867K +$563K +21,213 +185%