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iShares iBonds Dec 2025 Term Muni Bond ETF

154 hedge funds and large institutions have $410M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
67
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$467K -$355K -13,307 -43%
APP
102
Avantax Planning Partners
Iowa
$440K -$196K -7,336 -31%
GAM
103
Gould Asset Management
California
$436K
ACS
104
Archford Capital Strategies
Illinois
$432K -$128K -4,793 -23%
FAFN
105
First Affirmative Financial Network
Colorado
$406K +$16.2K +606 +4%
WCM
106
WealthBridge Capital Management
Ohio
$394K +$97.6K +3,662 +33%
CFS
107
Commonwealth Financial Services
West Virginia
$386K +$28.5K +1,069 +8%
PA
108
Parallel Advisors
California
$384K +$36.1K +1,355 +10%
WI
109
WrapManager Inc
California
$382K -$12.8K -479 -3%
BWM
110
BCS Wealth Management
Tennessee
$374K
LPT
111
Legacy Private Trust
Wisconsin
$363K
PGAM
112
Princeton Global Asset Management
New Jersey
$361K +$293 +11 +0.1%
SC
113
Savant Capital
Illinois
$346K -$76.8K -2,879 -18%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$342K +$693 +26 +0.2%
CCA
115
Cora Capital Advisors
New Jersey
$319K
Cerity Partners
116
Cerity Partners
New York
$308K +$308K +11,550 New
CIM
117
Confluence Investment Management
Missouri
$305K -$707K -26,503 -70%
JBA
118
Johnson Bixby & Associates
Washington
$296K
BOPW
119
Brandywine Oak Private Wealth
Pennsylvania
$295K -$73K -2,739 -20%
BWFA
120
Baltimore-Washington Financial Advisors
Maryland
$293K +$36.1K +1,353 +14%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$291K +$107 +4 +0%
ANTB
122
AMG National Trust Bank
Colorado
$286K
Goldman Sachs
123
Goldman Sachs
New York
$284K -$113K -4,248 -29%
MA
124
MONECO Advisors
Connecticut
$279K
NC
125
NovaPoint Capital
Georgia
$267K