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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 %
SWM
151
Spire Wealth Management
Virginia
$33K 1,425
BEI
152
Benjamin Edwards Inc
Missouri
$32K 1,386 -10 -0.7%
AWM
153
AllSquare Wealth Management
New York
$24.8K 1,065 +1,065 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$24.8K 1,071 +121 +13%
GRP
155
Global Retirement Partners
California
$22.5K 973 +6 +0.6%
RF
156
Robbins Farley
New Hampshire
$19.8K 858 -518 -38%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$14.6K 630 +30 +5%
FPB
158
First PREMIER Bank
South Dakota
$12K 500
SC
159
Stephens Consulting
Michigan
$5.82K 252 +189 +300%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$3.93K 170 +170 New
HWA
161
HHM Wealth Advisors
Tennessee
$2.29K 99 +41 +71%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$69 3 +3 New
RWP
163
Reliant Wealth Planning
Kentucky
-175,634 Closed
SCM
164
SevenOneSeven Capital Management
Pennsylvania
-87,171 Closed
SCI
165
Stableford Capital II
Arizona
-47,868 Closed
SL
166
SWMG LLC
Texas
-46,045 Closed
CSIA
167
Conrad Siegel Investment Advisors
Pennsylvania
-14,667 Closed
CW
168
CreativeOne Wealth
Kansas
-12,854 Closed
PWM
169
Perigon Wealth Management
California
-11,301 Closed
WP
170
WealthPLAN Partners
Nebraska
-7,205 Closed
ASN
171
Advisory Services Network
Georgia
-2,280 Closed
BAM
172
Belpointe Asset Management
Nevada
-719 Closed
CHA
173
Carmichael Hill & Associates
Maryland
-426 Closed
SC
174
SouthState Corp
Florida
-51 Closed
CFGS
175
Concourse Financial Group Securities
Alabama