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iShares iBonds Dec 2025 Term Treasury ETF

294 hedge funds and large institutions have $1.71B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
3.99%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
24
Increased
142
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
51
GPS Wealth Strategies Group
Colorado
$7.6M -$451K -19,282 -6%
Lido Advisors
52
Lido Advisors
California
$7.56M -$808K -34,578 -10%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$7.55M -$6.31M -270,116 -46%
APW
54
Atlantic Private Wealth
North Carolina
$7.55M -$1.39M -59,660 -16%
EIA
55
Eldridge Investment Advisors
New Hampshire
$7.33M -$522K -22,357 -7%
4WM
56
49 Wealth Management
Texas
$7.12M -$190K -8,137 -3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$7.06M +$1.55M +66,134 +28%
WC
58
Wolfstich Capital
Massachusetts
$6.87M
MCM
59
MAI Capital Management
Ohio
$6.58M -$515K -22,041 -7%
FA
60
Faithward Advisors
Pennsylvania
$6.43M -$530K -22,696 -8%
LIM
61
Leavell Investment Management
Alabama
$6.31M -$27.1K -1,158 -0.4%
ADL
62
Asset Dedication LLC
California
$5.78M +$2.75M +117,541 +91%
AWS
63
Atria Wealth Solutions
New York
$5.68M +$89.9K +3,848 +2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$5.61M -$213K -9,111 -4%
PA
65
PSI Advisors
Florida
$5.52M -$278K -11,882 -5%
CCB
66
Country Club Bank
Missouri
$5.39M +$4.13M +176,903 +328%
AP
67
Americana Partners
Texas
$5.39M +$248K +10,597 +5%
RIA
68
Regal Investment Advisors
Michigan
$5.32M +$3.18M +136,272 +149%
Ameriprise
69
Ameriprise
Minnesota
$5.28M +$64.6K +2,764 +1%
OFS
70
OneAscent Financial Services
Alabama
$5.21M +$95.3K +4,075 +2%
TWM
71
Trinity Wealth Management
Pennsylvania
$5.13M +$16.4K +700 +0.3%
HighTower Advisors
72
HighTower Advisors
Illinois
$5.12M +$372K +15,913 +8%
OAM
73
Oppenheimer Asset Management
New York
$5.03M -$63.4K -2,713 -1%
MPPLM
74
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.01M +$1.44M +61,798 +40%
KTM
75
Keeler Thomas Management
Utah
$5M -$2.08M -89,008 -29%