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iShares iBonds Dec 2025 Term Treasury ETF

294 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 106 increasing their positions, 123 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 123

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$13.2M
WMS
27
Wealth Management Strategies
Pennsylvania
$12.5M
MA
28
MKT Advisors
California
$12.4M
SWM
29
Scissortail Wealth Management
Oklahoma
$12.3M
AC
30
Apella Capital
Connecticut
$11.3M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$10.9M
ADL
32
Asset Dedication LLC
California
$9.77M
CW
33
CreativeOne Wealth
Kansas
$9.41M
BWFA
34
Baltimore-Washington Financial Advisors
Maryland
$8.98M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.95M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$8.83M
MFIM
37
Mesirow Financial Investment Management
Illinois
$8.81M
Stifel Financial
38
Stifel Financial
Missouri
$8.78M
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$8.54M
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$8.34M
CTC
41
Central Trust Company
Missouri
$8.12M
Financial Engines Advisors
42
Financial Engines Advisors
California
$7.68M
BCM
43
Brookstone Capital Management
Illinois
$7.66M
GWSG
44
GPS Wealth Strategies Group
Colorado
$7.29M
Lido Advisors
45
Lido Advisors
California
$7.25M
Baird Financial Group
46
Baird Financial Group
Wisconsin
$6.81M
MCM
47
MAI Capital Management
Ohio
$6.69M
AAIM
48
Asset Advisors Investment Management
Georgia
$6.61M
PA
49
PSI Advisors
Florida
$6.1M
FA
50
Faithward Advisors
Pennsylvania
$5.68M