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iShares iBonds Dec 2025 Term Muni Bond ETF
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Overview Fund Activity

132 hedge funds and large institutions have $424M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
53
Reduced
46
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$54.4M
2
UBS Group
2
UBS Group
Switzerland
$13.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.9M
4
Bank of America
4
Bank of America
North Carolina
$41.3M
5
FTUS
5
Flow Traders U.S.
New York
$877K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.98M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.79M
3
GA
3
Gateway Advisory
New Jersey
$2.7M
4
Wells Fargo
4
Wells Fargo
California
$21.6M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
76
Avantax Planning Partners
Iowa
$675K – – –
GHA
77
Granite Harbor Advisors
Texas
$667K – – –
HCM
78
Howland Capital Management
Massachusetts
$667K +$175K +6,650 +36%
PWS
79
Peloton Wealth Strategists
Indiana
$658K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$626K +$130K +4,920 +26%
SIC
81
Sigma Investment Counselors
Michigan
$619K – – –
IWM
82
IHT Wealth Management
Illinois
$610K +$2.42K +92 +0.4%
PA
83
PFG Advisors
Arizona
$570K -$81.4K -3,091 -12%
BOPW
84
Brandywine Oak Private Wealth
Pennsylvania
$558K -$96.5K -3,663 -15%
KC
85
Kades & Cheifetz
Pennsylvania
$555K – – –
LNC
86
Lincoln National Corp
Pennsylvania
$550K +$15.1K +575 +3%
PSIWM
87
Paradigm Strategies in Wealth Management
Minnesota
$541K – – –
4WM
88
4J Wealth Management
Virginia
$520K +$153K +5,827 +42%
CCM
89
Coldstream Capital Management
Washington
$503K +$279K +10,583 +124%
CPIA
90
Cornell Pochily Investment Advisors
New York
$477K +$1.45K +55 +0.3%
VNB
91
Virginia National Bank
Virginia
$465K – – –
AFG
92
AFS Financial Group
Maryland
$458K – – –
NWM
93
Northcape Wealth Management
New York
$424K -$60.6K -2,300 -12%
FAFN
94
First Affirmative Financial Network
Colorado
$379K -$9.48K -360 -2%
BWM
95
BCS Wealth Management
Tennessee
$370K – – –
WCM
96
WealthBridge Capital Management
Ohio
$350K -$17.4K -660 -5%
AIP
97
Ameritas Investment Partners
Nebraska
$349K -$6.95K -264 -2%
WI
98
WrapManager Inc
California
$336K -$41.1K -1,559 -11%
CGFA
99
Colton Groome Financial Advisors
North Carolina
$335K -$36.7K -1,395 -10%
GFPC
100
Global Financial Private Client
Florida
$331K -$15.6K -593 -5%
2 3
4
5 6