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iShares iBonds Dec 2025 Term Treasury ETF

116 hedge funds and large institutions have $782M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
116
Holders Change
+52
Holders Change %
+81.25%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
57
Increased
42
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$300M 12,903,526 +12,903,526 New
Morgan Stanley
2
Morgan Stanley
New York
$83.7M 3,593,788 +3,588,713 +70,714%
SF
3
Synovus Financial
Georgia
$77.5M 3,328,170 +10,120 +0.3%
Wells Fargo
4
Wells Fargo
California
$47.7M 2,050,791 +1,851,745 +930%
Bank of America
5
Bank of America
North Carolina
$38M 1,630,516 +223,795 +16%
CIA
6
Capital Investment Advisors
Georgia
$33.9M 1,457,550 +92,698 +7%
Goldman Sachs
7
Goldman Sachs
New York
$22.1M 950,000 +932,783 +5,418%
Stifel Financial
8
Stifel Financial
Missouri
$15.1M 649,750 +4,481 +0.7%
FCA
9
FinTrust Capital Advisors
South Carolina
$9.55M 410,135 +410,135 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.46M 406,201 -4,516 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.16M 393,501 +86,895 +28%
CTC
12
Central Trust Company
Missouri
$8.6M 369,386 +368,473 +40,358%
CIM
13
Confluence Investment Management
Missouri
$8.5M 365,202 -2,145 -0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.76M 333,224 +41,855 +14%
GI
15
Gradient Investments
Minnesota
$7.47M 320,869 +71,185 +29%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.55M 281,424 +271,556 +2,752%
IWC
17
Integrated Wealth Concepts
Massachusetts
$6.15M 264,353 +264,353 New
SBL
18
Sargent Bickham Lagudis
Colorado
$5.02M 215,717 +23,361 +12%
KF
19
Krilogy Financial
Missouri
$4.42M 190,037 +190,037 New
RWP
20
Reliant Wealth Planning
Kentucky
$4.11M 176,426 +891 +0.5%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.94M 169,044 +43,725 +35%
T
22
TCWP
Ohio
$3.86M 165,606 +154,522 +1,394%
SCA
23
Snowden Capital Advisors
New York
$3.6M 154,808 +154,808 New
Truist Financial
24
Truist Financial
North Carolina
$3.44M 147,680 -2,352 -2%
LPL Financial
25
LPL Financial
California
$3.36M 144,167 +105,576 +274%