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iShares iBonds Dec 2025 Term Muni Bond ETF

164 hedge funds and large institutions have $395M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
58
Reduced
63
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
101
WealthBridge Capital Management
Ohio
$441K +$8.19K +306 +2%
GAM
102
Gould Asset Management
California
$441K
1L
103
10Elms LLP
Oklahoma
$434K +$49.6K +1,854 +13%
ACS
104
Archford Capital Strategies
Illinois
$426K +$1.18K +44 +0.3%
CA
105
Clearstead Advisors
Ohio
$416K -$100K -3,753 -19%
FAFN
106
First Affirmative Financial Network
Colorado
$408K +$15.6K +584 +4%
HS
107
Horan Securities
United States
$406K
PA
108
Parallel Advisors
California
$402K -$187 -7 -0%
BWM
109
BCS Wealth Management
Tennessee
$375K
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$374K +$374K +13,983 New
WI
111
WrapManager Inc
California
$371K -$11.7K -438 -3%
CFS
112
Commonwealth Financial Services
West Virginia
$364K -$24.3K -907 -6%
PGAM
113
Princeton Global Asset Management
New Jersey
$363K +$187 +7 +0.1%
TA
114
TPG Advisors
Illinois
$353K -$76.6K -2,862 -18%
APP
115
Avantax Planning Partners
Iowa
$350K -$3.32K -124 -0.9%
SPC
116
Sigma Planning Corp
Michigan
$350K +$350K +13,067 New
AssetMark Inc
117
AssetMark Inc
California
$348K +$300K +11,206 +624%
PAG
118
Private Advisor Group
New Jersey
$338K -$41.1K -1,536 -11%
SC
119
Savant Capital
Illinois
$336K -$10.5K -394 -3%
CCA
120
Cora Capital Advisors
New Jersey
$320K
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$318K -$126K -4,720 -28%
LPT
122
Legacy Private Trust
Wisconsin
$313K +$40.1K +1,500 +15%
CIM
123
Confluence Investment Management
Missouri
$310K +$4.07K +152 +1%
GSIAS
124
Garden State Investment Advisory Services
New Jersey
$300K -$168K -6,285 -36%
BWFA
125
Baltimore-Washington Financial Advisors
Maryland
$294K