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iShares iBonds Dec 2025 Term Muni Bond ETF

154 hedge funds and large institutions have $427M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
63
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$784K +$163K +6,138 +26%
AWM
77
Apollon Wealth Management
South Carolina
$781K
BFEC
78
Benjamin F. Edwards & Company
Missouri
$755K -$18.5K -697 -2%
GT
79
Glenview Trust
Kentucky
$745K +$246K +9,287 +49%
KPWS
80
Kestra Private Wealth Services
Texas
$704K +$704K +26,585 New
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$685K -$845K -31,904 -55%
PWS
82
Peloton Wealth Strategists
Indiana
$662K
GHA
83
Granite Harbor Advisors
Texas
$654K -$164K -6,195 -20%
Creative Planning
84
Creative Planning
Kansas
$651K -$582K -21,979 -47%
LF
85
Lantz Financial
Illinois
$648K -$26.5K -1,002 -4%
ST
86
Spinnaker Trust
Maine
$643K +$50.9K +1,920 +9%
CA
87
Clearstead Advisors
Ohio
$639K +$639K +24,131 New
APP
88
Avantax Planning Partners
Iowa
$631K -$118K -4,453 -16%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$630K -$358K -13,523 -36%
GWMR
90
GC Wealth Management RIA
Massachusetts
$595K +$39.4K +1,487 +7%
TA
91
TPG Advisors
Illinois
$568K +$568K +21,456 New
ACS
92
Archford Capital Strategies
Illinois
$557K +$47.3K +1,785 +9%
MW
93
Members Wealth
Pennsylvania
$555K +$555K +20,771 New
ECM
94
Exchange Capital Management
Michigan
$554K +$554K +20,930 New
4WM
95
4J Wealth Management
Virginia
$553K +$953 +36 +0.2%
MWM
96
Modern Wealth Management
Kansas
$544K +$271K +10,241 +100%
PAG
97
Private Advisor Group
New Jersey
$540K +$73.3K +2,769 +16%
KC
98
Kades & Cheifetz
Pennsylvania
$508K -$54.8K -2,068 -10%
Financial Engines Advisors
99
Financial Engines Advisors
California
$503K +$203K +7,662 +68%
Deutsche Bank
100
Deutsche Bank
Germany
$501K