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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 %
WANY
76
Wealthspire Advisors (New York)
New York
$3.95M +$66.7K +2,854 +2%
R
77
Rebalance
California
$3.77M +$2.18M +93,307 +137%
AWP
78
Accretive Wealth Partners
New Jersey
$3.7M +$212K +9,059 +6%
CWM
79
Congress Wealth Management
Massachusetts
$3.7M +$3.7M +158,521 New
APW
80
Atlantic Private Wealth
North Carolina
$3.67M -$3.88M -165,988 -51%
PA
81
Probity Advisors
Texas
$3.65M +$142K +6,075 +4%
LIM
82
Leavell Investment Management
Alabama
$3.48M -$2.82M -120,930 -45%
MCC
83
Money Concepts Capital
Florida
$3.47M -$613K -26,253 -15%
VA
84
Valmark Advisers
Ohio
$3.43M +$234K +10,021 +7%
KAS
85
Kestra Advisory Services
Texas
$3.43M -$6.7M -286,715 -66%
PFS
86
Prospera Financial Services
Texas
$3.43M +$1.23M +52,467 +56%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3.11M -$2.5M -106,971 -45%
IA
88
IFP Advisors
Florida
$3.05M -$139K -5,932 -4%
SWM
89
Stockman Wealth Management
Montana
$2.99M -$32.9K -1,408 -1%
TC
90
TFR Capital
Texas
$2.97M +$843K +36,088 +40%
TCA
91
Transcend Capital Advisors
New Jersey
$2.95M -$1.51M -64,630 -34%
KOMWMG
92
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.95M -$1.28M -54,717 -30%
ATPW
93
Ashton Thomas Private Wealth
Arizona
$2.89M -$294K -12,597 -9%
FFS
94
Flavin Financial Services
Florida
$2.83M -$831K -35,566 -23%
LF
95
Lantz Financial
Illinois
$2.8M +$220K +9,419 +9%
HCM
96
Howland Capital Management
Massachusetts
$2.63M +$137K +5,873 +6%
S
97
SignatureFD
Georgia
$2.62M +$408K +17,482 +18%
AI
98
Atria Investments
North Carolina
$2.56M +$78.7K +3,370 +3%
PFBT
99
Parkside Financial Bank & Trust
Missouri
$2.55M +$5.61K +240 +0.2%
DWM
100
Drive Wealth Management
Utah
$2.51M -$44.9K -1,923 -2%