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iShares iBonds Dec 2025 Term Treasury ETF

233 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
132
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
151
BCS Wealth Management
Tennessee
$611K +$306K +13,181 +100%
AWM
152
Aries Wealth Management
Maine
$596K -$94.7K -4,078 -14%
MML Investors Services
153
MML Investors Services
Massachusetts
$581K +$581K +24,989 New
AAIM
154
Asset Advisors Investment Management
Georgia
$570K +$570K +24,525 New
Corient Private Wealth
155
Corient Private Wealth
Florida
$566K +$58.1K +2,500 +11%
GWM
156
Geneos Wealth Management
Colorado
$553K -$22.6K -973 -4%
TWM
157
Trinity Wealth Management
Pennsylvania
$552K +$271K +11,649 +96%
GHA
158
Granite Harbor Advisors
Texas
$541K +$224K +9,628 +70%
SCM
159
Steele Capital Management
Iowa
$525K -$226K -9,712 -30%
BPA
160
Beacon Pointe Advisors
California
$507K +$184K +7,922 +57%
CSIA
161
Conrad Siegel Investment Advisors
Pennsylvania
$507K +$507K +21,820 New
CIBC World Market
162
CIBC World Market
Ontario, Canada
$499K
MCC
163
Money Concepts Capital
Florida
$498K +$13.6K +585 +3%
PJSIMP
164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$475K +$23.9K +1,029 +5%
CCM
165
Coldstream Capital Management
Washington
$472K +$6.78K +292 +1%
BCCM
166
Black Cypress Capital Management
Florida
$466K +$466K +20,057 New
SWMG
167
Signature Wealth Management Group
Georgia
$460K +$87.3K +3,769 +23%
SPWM
168
Straight Path Wealth Management
Michigan
$447K +$36.5K +1,571 +9%
APS
169
American Planning Services
Florida
$444K +$109K +4,707 +33%
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$426K
PS
171
Principal Securities
Iowa
$419K +$89.1K +3,834 +27%
SW
172
Simplicity Wealth
New Jersey
$410K +$43.5K +1,874 +12%
PB
173
Pinnacle Bancorp
Nebraska
$390K +$295K +12,718 +312%
HC
174
Hara Capital
Washington
$388K -$276K -11,888 -42%
CTA
175
Chesley Taft & Associates
Illinois
$388K