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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 %
Bank of America
1
Bank of America
North Carolina
$47.6M -$2.1M -78,815 -4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$26.5M +$742K +27,891 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.4M +$1.03M +38,599 +5%
US Bancorp
4
US Bancorp
Minnesota
$18.4M +$419K +15,716 +2%
KCM
5
Kathmere Capital Management
Pennsylvania
$16.1M -$1.41M -53,031 -8%
Wells Fargo
6
Wells Fargo
California
$13.5M +$42.8K +1,607 +0.3%
Morgan Stanley
7
Morgan Stanley
New York
$13.5M -$1.83M -68,481 -12%
NA
8
NewEdge Advisors
Louisiana
$13.1M +$62.4K +2,339 +0.5%
UBS Group
9
UBS Group
Switzerland
$11.9M -$525K -19,693 -4%
LPL Financial
10
LPL Financial
California
$8.73M -$1.09M -40,969 -11%
LIM
11
Leavell Investment Management
Alabama
$8.37M +$220K +8,260 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.73M +$428K +16,066 +6%
HBT
13
Hills Bank & Trust
Iowa
$7.69M +$867K +32,512 +13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.49M +$462K +17,317 +7%
CIA
15
Covington Investment Advisors
Pennsylvania
$7.19M -$752K -28,200 -9%
IWC
16
Integrated Wealth Concepts
Massachusetts
$7.06M +$498K +18,667 +8%
LIA
17
LBMC Investment Advisors
Tennessee
$6.91M +$1.29M +48,232 +23%
Truist Financial
18
Truist Financial
North Carolina
$6.61M +$142K +5,327 +2%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$6.25M -$232K -8,718 -4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.72M +$1.69M +63,271 +42%
PWM
21
Praetorian Wealth Management
California
$5.39M -$584K -21,888 -10%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.43M -$207K -7,749 -4%
CWP
23
Cyndeo Wealth Partners
Florida
$4.25M +$439K +16,485 +12%
QFA
24
Quantum Financial Advisors
California
$3.85M +$72.1K +2,706 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.85M +$30K +1,124 +0.8%