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iShares iBonds Dec 2025 Term Muni Bond ETF

164 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
58
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.1M -$2.69M -100,444 -6%
US Bancorp
2
US Bancorp
Minnesota
$15M -$1.06M -39,708 -7%
KCM
3
Kathmere Capital Management
Pennsylvania
$13.5M -$593K -22,149 -4%
NA
4
NewEdge Advisors
Louisiana
$12.9M +$1.38M +51,710 +12%
Wells Fargo
5
Wells Fargo
California
$11M -$96.2K -3,593 -0.9%
LPL Financial
6
LPL Financial
California
$11M +$1.38M +51,563 +14%
IWC
7
Integrated Wealth Concepts
Massachusetts
$8.94M -$160K -5,989 -2%
Morgan Stanley
8
Morgan Stanley
New York
$8.63M -$3.37M -125,963 -28%
Lido Advisors
9
Lido Advisors
California
$8.36M +$937K +35,002 +13%
LIM
10
Leavell Investment Management
Alabama
$8.07M -$121K -4,527 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$7.97M -$661K -24,688 -8%
HBT
12
Hills Bank & Trust
Iowa
$7.96M +$41.7K +1,559 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.9M -$15.1M -564,530 -66%
UBS Group
14
UBS Group
Switzerland
$7.53M -$260K -9,705 -3%
LIA
15
LBMC Investment Advisors
Tennessee
$7.35M +$6.74K +252 +0.1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$7.15M -$14.8M -553,242 -67%
Raymond James Financial
17
Raymond James Financial
Florida
$6.9M -$2M -74,676 -22%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.83M +$481K +17,961 +8%
Truist Financial
19
Truist Financial
North Carolina
$6.8M +$141K +5,253 +2%
CIA
20
Covington Investment Advisors
Pennsylvania
$6.56M -$489K -18,275 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.55M -$2.32M -86,803 -34%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$4.38M +$462K +17,269 +12%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.32M +$340K +12,692 +9%
PWM
24
Praetorian Wealth Management
California
$4.18M -$441K -16,486 -10%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.87M -$139K -5,235 -3%