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iShares iBonds Dec 2025 Term Treasury ETF

144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFG Advisory
Georgia
$1.51M +$203K +8,644 +16%
APP
52
Avantax Planning Partners
Iowa
$1.51M +$32.9K +1,400 +2%
KOMWMG
53
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.42M +$168K +7,131 +13%
SWM
54
Stockman Wealth Management
Montana
$1.41M +$57.1K +2,425 +4%
MA
55
Montag & Associates
Georgia
$1.37M +$70.1K +2,980 +5%
SPC
56
Sigma Planning Corp
Michigan
$1.21M +$1.21M +51,590 New
SCI
57
Stableford Capital II
Arizona
$1.11M +$1.11M +47,868 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.11M -$166K -7,068 -13%
PFM
59
Phillips Financial Management
Indiana
$1.09M +$1.02M +43,547 +1,548%
SL
60
SWMG LLC
Texas
$1.08M +$1.08M +46,045 New
IA
61
IFP Advisors
Florida
$1.07M +$484K +19,246 +83%
BFG
62
Beacon Financial Group
Texas
$1.07M
EH
63
Equitable Holdings
New York
$1.03M +$1.03M +43,895 New
ICG
64
InterOcean Capital Group
Tennessee
$1.02M +$698K +29,670 +219%
KIA
65
Knollwood Investment Advisory
Maryland
$1.01M
EW
66
Element Wealth
Mississippi
$997K +$338K +14,372 +51%
SF
67
Safeguard Financial
Wisconsin
$995K -$132K -5,597 -12%
SWP
68
Summit Wealth Partners
Florida
$914K +$231K +9,812 +34%
LIM
69
Leavell Investment Management
Alabama
$852K +$444K +18,877 +109%
BFO
70
Boston Family Office
Massachusetts
$814K
CCB
71
Country Club Bank
Missouri
$803K +$803K +34,169 New
BCM
72
Brookstone Capital Management
Illinois
$755K -$1.1M -47,010 -59%
4WM
73
4J Wealth Management
Virginia
$751K +$271K +11,500 +56%
SWM
74
Scissortail Wealth Management
Oklahoma
$737K +$737K +31,335 New
SVWAG
75
Sound View Wealth Advisors Group
Georgia
$652K