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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 %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$62M 2,335,346 +2,335,346 New
Morgan Stanley
2
Morgan Stanley
New York
$54.6M 2,058,684 +1,605,628 +354%
Bank of America
3
Bank of America
North Carolina
$42.4M 1,598,034 +2,055 +0.1%
Jane Street
4
Jane Street
New York
$32.2M 1,212,738 +1,212,738 New
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$23.9M 902,086 +26,313 +3%
US Bancorp
6
US Bancorp
Minnesota
$21.9M 823,811 +91,197 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21M 792,363 +18,687 +2%
UBS Group
8
UBS Group
Switzerland
$16.1M 608,020 +53,775 +10%
NA
9
NewEdge Advisors
Louisiana
$15.9M 600,007 -18,923 -3%
KCM
10
Kathmere Capital Management
Pennsylvania
$15.4M 581,039 +477,392 +461%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$13.5M 506,754 +506,754 New
Wells Fargo
12
Wells Fargo
California
$12.1M 457,430 -10,960 -2%
LPL Financial
13
LPL Financial
California
$9.67M 364,384 +29,083 +9%
LIM
14
Leavell Investment Management
Alabama
$8.57M 322,651 +27,916 +9%
CIA
15
Covington Investment Advisors
Pennsylvania
$7.43M 280,023 +67,410 +32%
ATPW
16
Ashton Thomas Private Wealth
Arizona
$6.64M 250,127 +118,547 +90%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.49M 244,532 -9,614 -4%
PWM
18
Praetorian Wealth Management
California
$6.05M 228,004 +9,384 +4%
HighTower Advisors
19
HighTower Advisors
Illinois
$6M 226,006 -218,340 -49%
HBT
20
Hills Bank & Trust
Iowa
$6M 225,855 +98,521 +77%
Truist Financial
21
Truist Financial
North Carolina
$5.66M 213,219 -989 -0.5%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.65M 212,795 +21,308 +11%
Goldman Sachs
23
Goldman Sachs
New York
$5.24M 197,293 +197,293 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.3M 161,928 +10,365 +7%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4.19M 158,013 +10,911 +7%