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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 %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$384K +$68.7K +2,961 +22%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$382K +$5.37K +231 +1%
CPW
178
Crestmont Private Wealth
Texas
$362K +$362K +15,590 New
DSC
179
Duncker Streett & Co
Missouri
$362K
RCA
180
Resonant Capital Advisors
Wisconsin
$356K -$139 -6 -0%
MWM
181
Mascoma Wealth Management
New Hampshire
$326K -$64.6K -2,780 -17%
SFC
182
Strategic Financial Concepts
Texas
$323K +$69.7K +3,000 +28%
SAMC
183
Spectrum Asset Management (California)
California
$320K -$367K -15,782 -53%
CTWM
184
Cherry Tree Wealth Management
Minnesota
$315K +$44.8K +1,928 +17%
PTC
185
Private Trust Company
Ohio
$312K
OLVIG
186
Oliver Lagore Vanvalin Investment Group
Michigan
$302K +$283K +12,170 +1,440%
WT
187
Washington Trust
Rhode Island
$301K +$301K +12,950 New
MAM
188
McLean Asset Management
Virginia
$297K +$29.8K +1,286 +11%
V
189
ViaWealth
Kansas
$283K +$283K +12,163 New
AWM
190
Apollon Wealth Management
South Carolina
$282K +$1.93K +83 +0.7%
TCFP
191
Treasure Coast Financial Planning
Florida
$279K -$313K -13,492 -53%
CIAS
192
CFS Investment Advisory Services
New Jersey
$276K -$77K -3,311 -22%
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K +$70 +3 +0%
RW
194
REDW Wealth
New Mexico
$255K +$255K +10,957 New
PGAM
195
Princeton Global Asset Management
New Jersey
$254K
WHCI
196
W.H. Cornerstone Investments
Massachusetts
$252K -$74.6K -3,209 -23%
AWM
197
AllSquare Wealth Management
New York
$250K +$20K +862 +9%
CSPIA
198
Cary Street Partners Investment Advisory
Virginia
$247K +$7.06K +304 +3%
MAS
199
Madden Advisory Services
Florida
$246K +$6.74K +290 +3%
BFP
200
Beacon Financial Planning
Massachusetts
$243K +$243K +10,454 New