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iShares iBonds Dec 2025 Term Treasury ETF

300 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, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.02%
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
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
26
Carnegie Investment Counsel
Ohio
$14.7M -$853K -36,515 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$13.6M +$655K +28,050 +5%
MA
28
MKT Advisors
California
$12.4M +$337K +14,450 +3%
AC
29
Apella Capital
Connecticut
$12.4M -$587K -25,198 -5%
SWM
30
Scissortail Wealth Management
Oklahoma
$12.1M +$211K +9,028 +2%
OFS
31
OneAscent Financial Services
Alabama
$11.2M +$6.01M +257,321 +115%
LWANC
32
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.7M +$10.3M +239,574 +2,236%
Goldman Sachs
33
Goldman Sachs
New York
$10.6M +$7.09M +303,593 +201%
CW
34
CreativeOne Wealth
Kansas
$10.1M +$336K +14,390 +3%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$9.27M -$645K -27,629 -7%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$9.24M +$25.4K +1,088 +0.3%
MFIM
37
Mesirow Financial Investment Management
Illinois
$9.06M -$155K -6,615 -2%
CTC
38
Central Trust Company
Missouri
$9.01M -$6.85M -293,199 -43%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$8.78M +$475K +20,313 +6%
BCM
40
Brookstone Capital Management
Illinois
$8.25M -$35.4K -1,516 -0.4%
SB
41
Strategic Blueprint
Georgia
$8.09M -$2.39M -102,452 -23%
Financial Engines Advisors
42
Financial Engines Advisors
California
$8.02M -$1.21M -51,658 -13%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$8.01M +$952K +40,765 +13%
ADL
44
Asset Dedication LLC
California
$7.68M +$1.9M +81,414 +33%
PAS
45
Park Avenue Securities
New York
$7.41M -$314K -13,455 -4%
Lido Advisors
46
Lido Advisors
California
$7.35M -$207K -8,872 -3%
GWSG
47
GPS Wealth Strategies Group
Colorado
$7.32M -$278K -11,895 -4%
EIA
48
Eldridge Investment Advisors
New Hampshire
$6.88M -$418K -17,938 -6%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$6.62M -$23.1M -990,709 -78%
MCM
50
MAI Capital Management
Ohio
$6.56M -$16K -685 -0.2%