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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 Market Value Shares Shares
Change
Shares
Change %
PSIWM
76
Paradigm Strategies in Wealth Management
Minnesota
$827K 31,162 +3,782 +14%
GSIAS
77
Garden State Investment Advisory Services
New Jersey
$825K 31,075 -4,503 -13%
EPW
78
Evergreen Private Wealth
Colorado
$805K 30,333 +30,333 New
AWM
79
Apollon Wealth Management
South Carolina
$783K 29,500 -374 -1%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$752K 28,316 -583,113 -95%
SC
81
Savant Capital
Illinois
$727K 27,391 +3 +0%
PPWM
82
PFG Private Wealth Management
Florida
$692K 26,076 -15,482 -37%
GHA
83
Granite Harbor Advisors
Texas
$673K 25,336
PWS
84
Peloton Wealth Strategists
Indiana
$664K 25,000
CAM
85
Cresset Asset Management
Illinois
$657K 24,750 +24,750 New
IWM
86
IHT Wealth Management
Illinois
$621K 23,391 +146 +0.6%
LNC
87
Lincoln National Corp
Pennsylvania
$598K 22,518 -1,029 -4%
CAN
88
Cetera Advisor Networks
California
$575K 21,678 -19,827 -48%
KC
89
Kades & Cheifetz
Pennsylvania
$562K 21,184 +132 +0.6%
4WM
90
4J Wealth Management
Virginia
$553K 20,820 +44 +0.2%
LF
91
Lantz Financial
Illinois
$549K 20,688 +20,688 New
AWM
92
AE Wealth Management
Kansas
$544K 20,557 +20,557 New
KA
93
Klingman & Associates
New York
$523K 19,701 -10,965 -36%
ACS
94
Archford Capital Strategies
Illinois
$508K 19,136 +3,492 +22%
PAG
95
Private Advisor Group
New Jersey
$486K 18,302 +7,763 +74%
CPIA
96
Cornell Pochily Investment Advisors
New York
$482K 18,174 -1 -0%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$467K 17,574 +3,471 +25%
HIP
98
HUB Investment Partners
Texas
$466K 17,562 +17,562 New
LPT
99
Legacy Private Trust
Wisconsin
$465K 17,499 -52,102 -75%
WWM
100
WJ Wealth Management
Arizona
$461K 17,364 -21,565 -55%