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iShares iBonds Dec 2025 Term Treasury ETF

297 hedge funds and large institutions have $1.36B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 122 reducing their positions, and 23 closing their positions.

Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
3.99%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
37
Increased
104
Reduced
122
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$94.4M 4,042,892 +18,062 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$83.1M 3,556,598 -319,626 -8%
LPL Financial
3
LPL Financial
California
$59.7M 2,554,218 -453,883 -15%
CIA
4
Capital Investment Advisors
Georgia
$58.1M 2,486,703 -258,876 -9%
HBT
5
Hills Bank & Trust
Iowa
$50.9M 2,178,749 -21,610 -1%
UBS Group
6
UBS Group
Switzerland
$44.6M 1,908,151 -44,405 -2%
NA
7
NewEdge Advisors
Louisiana
$30.8M 1,319,780 -124,678 -9%
Raymond James Financial
8
Raymond James Financial
Florida
$29.8M 1,274,845 -786,917 -38%
CWM
9
Connecticut Wealth Management
Connecticut
$27.6M 1,180,466 +178,565 +18%
IWC
10
Integrated Wealth Concepts
Massachusetts
$26.8M 1,149,158 -14,560 -1%
Wells Fargo
11
Wells Fargo
California
$26M 1,112,080 -1,511,609 -58%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M 1,061,348 +10,080 +1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$23.9M 1,022,812 -185,283 -15%
DP
14
Denver PWM
Colorado
$20.4M 875,124 +171,752 +24%
HAS
15
Horizon Advisory Services
New York
$18.6M 797,361 +18,108 +2%
SWA
16
Stratos Wealth Advisors
Ohio
$18.5M 790,034 -1,661,030 -68%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$18.4M 789,713 -15,265 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$18.1M 777,959 -116,982 -13%
KF
19
Krilogy Financial
Missouri
$16.3M 699,134 +18,908 +3%
Stifel Financial
20
Stifel Financial
Missouri
$15.7M 672,692 +7,600 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$15.4M 659,449 -111,898 -15%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$15.4M 659,594 +2,296 +0.3%
MCM
23
MV Capital Management
Maryland
$15.3M 655,864 -8,549 -1%
UCFA
24
United Capital Financial Advisors
Texas
$15.2M 651,802 +274,935 +73%
MIM
25
Moseley Investment Management
Florida
$15M 641,093 -41,407 -6%