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iShares iBonds Dec 2025 Term Muni Bond ETF

155 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

40% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$391K
Creative Planning
102
Creative Planning
Kansas
$386K
SWA
103
Sax Wealth Advisors
New Jersey
$382K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$377K
BWM
105
BCS Wealth Management
Tennessee
$376K
APP
106
Avantax Planning Partners
Iowa
$348K
PGAM
107
Princeton Global Asset Management
New Jersey
$344K
SC
108
Savant Capital
Illinois
$337K
LPT
109
Legacy Private Trust
Wisconsin
$313K
CIM
110
Confluence Investment Management
Missouri
$310K
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$309K
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$303K
CCA
113
Cora Capital Advisors
New Jersey
$290K
CBT
114
Crews Bank & Trust
Florida
$284K
MA
115
MONECO Advisors
Connecticut
$280K
WANY
116
Wealthspire Advisors (New York)
New York
$273K
NG
117
Novem Group
New York
$272K
AFG
118
Atomi Financial Group
New York
$268K
GWCM
119
Godshalk Welsh Capital Management
Pennsylvania
$268K
CFS
120
Commonwealth Financial Services
West Virginia
$255K
TA
121
TPG Advisors
Illinois
$249K
AF
122
Arrow Financial
New York
$241K
AssetMark Inc
123
AssetMark Inc
California
$241K
FCH
124
Freestone Capital Holdings
Washington
$239K
S
125
SignatureFD
Georgia
$230K