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iShares iBonds Dec 2025 Term Treasury ETF

162 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
85
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFS
101
Thoroughbred Financial Services
Tennessee
$430K 18,629 +2,000 +12%
VA
102
Valmark Advisers
Ohio
$428K 18,497 +8,731 +89%
CSPAM
103
Cary Street Partners Asset Management
Virginia
$419K 18,117 +1,831 +11%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$396K 17,100
RCA
105
Resonant Capital Advisors
Wisconsin
$383K 16,568 -5,605 -25%
WP
106
WealthSource Partners
California
$378K 16,361 -2,450 -13%
FAAM
107
First Ascent Asset Management
Colorado
$376K 16,252 +615 +4%
JFG
108
JDM Financial Group
Texas
$368K 15,892 +255 +2%
WHCI
109
W.H. Cornerstone Investments
Massachusetts
$363K 15,713 -1,185 -7%
AWS
110
Atria Wealth Solutions
New York
$358K 15,471 +27 +0.2%
DADC
111
D.A. Davidson & Co
Montana
$358K 15,469 +3,409 +28%
CIAS
112
CFS Investment Advisory Services
New Jersey
$354K 15,313 -3,409 -18%
GAM
113
Gould Asset Management
California
$349K 15,070 +690 +5%
GWP
114
Gateway Wealth Partners
Wisconsin
$338K 14,628 +4,060 +38%
AF
115
Allworth Financial
California
$335K 14,500
GHA
116
Granite Harbor Advisors
Texas
$325K 14,069 +2,935 +26%
MWM
117
Mascoma Wealth Management
New Hampshire
$308K 13,318 +8,213 +161%
CCM
118
Coldstream Capital Management
Washington
$302K 13,061 -3,340 -20%
BWM
119
BerganKDV Wealth Management
Minnesota
$297K 12,846
LA
120
LVW Advisors
New York
$279K 12,075
MA
121
MKT Advisors
California
$278K 12,014 +12,014 New
CTWM
122
Cherry Tree Wealth Management
Minnesota
$269K 11,614 +11,614 New
SW
123
Simplicity Wealth
New Jersey
$267K 11,555 +11,555 New
SS
124
Simplicity Solutions
Minnesota
$267K 11,555 +11,555 New
PA
125
PSI Advisors
Florida
$262K 11,343