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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 %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$6.34M +$1.36M +58,008 +27%
FA
52
Faithward Advisors
Pennsylvania
$6.09M -$332K -14,228 -5%
TWM
53
Trinity Wealth Management
Pennsylvania
$5.56M +$430K +18,394 +8%
SVWAG
54
Sound View Wealth Advisors Group
Georgia
$5.56M -$4.91M -210,142 -47%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$5.53M -$8.59M -367,827 -61%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$5.51M -$2.04M -87,531 -27%
4WM
57
49 Wealth Management
Texas
$5.47M -$1.65M -70,639 -23%
AWS
58
Atria Wealth Solutions
New York
$5.47M -$211K -9,025 -4%
CCM
59
Coldstream Capital Management
Washington
$5.4M +$781K +33,452 +17%
RIA
60
Regal Investment Advisors
Michigan
$5.37M +$48.7K +2,083 +0.9%
AAIM
61
Asset Advisors Investment Management
Georgia
$5.14M +$338K +14,452 +7%
AIC
62
Archer Investment Corporation
Indiana
$5.13M +$1.74M +74,470 +51%
MPPLM
63
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.13M +$121K +5,187 +2%
Ameriprise
64
Ameriprise
Minnesota
$5.11M -$168K -7,196 -3%
BAM
65
Belpointe Asset Management
Nevada
$5.11M +$3.92M +167,929 +331%
KTM
66
Keeler Thomas Management
Utah
$4.99M -$13.9K -597 -0.3%
HighTower Advisors
67
HighTower Advisors
Illinois
$4.98M -$137K -5,886 -3%
OAM
68
Oppenheimer Asset Management
New York
$4.97M -$56.4K -2,414 -1%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$4.86M +$82.4K +3,529 +2%
CCB
70
Country Club Bank
Missouri
$4.84M -$549K -23,506 -10%
Mariner
71
Mariner
Kansas
$4.74M +$1.03M +43,976 +28%
GI
72
Gradient Investments
Minnesota
$4.72M +$97.2K +4,163 +2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$4.53M -$152K -6,493 -3%
LCM
74
Lunt Capital Management
Utah
$4.33M +$81K +3,469 +2%
GI
75
GLOBALT Investments
Georgia
$4.11M -$596K -25,525 -13%