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iShares iBonds Dec 2025 Term Treasury ETF

179 hedge funds and large institutions have $1.26B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
34
Increased
92
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$430M 18,611,183 +1,039,505 +6%
Morgan Stanley
2
Morgan Stanley
New York
$93M 4,027,454 +94,120 +2%
Wells Fargo
3
Wells Fargo
California
$78.2M 3,389,787 +76,460 +2%
SF
4
Synovus Financial
Georgia
$67.3M 2,917,870 -31,990 -1%
CG
5
Colony Group
Massachusetts
$61.1M 2,645,525 +455,989 +21%
Bank of America
6
Bank of America
North Carolina
$50.2M 2,175,232 +132,507 +6%
CIA
7
Capital Investment Advisors
Georgia
$44.5M 1,929,023 +165,505 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$31.5M 1,363,677 +1,090,227 +399%
HBT
9
Hills Bank & Trust
Iowa
$24.1M 1,044,207 +1,037,605 +15,717%
UBS Group
10
UBS Group
Switzerland
$24.1M 1,042,853 +551,978 +112%
NA
11
NewEdge Advisors
Louisiana
$16.5M 714,057 +122,138 +21%
MCM
12
MV Capital Management
Maryland
$15.2M 656,757 -79,960 -11%
LPL Financial
13
LPL Financial
California
$14M 604,760 +251,865 +71%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$13.3M 578,419 +183,369 +46%
JAG
15
Journey Advisory Group
Kentucky
$12.6M 547,592 +8,962 +2%
FCA
16
FinTrust Capital Advisors
South Carolina
$12M 519,925 +109,790 +27%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$12M 518,176 +96,072 +23%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.7M 461,786 +26,360 +6%
IWC
19
Integrated Wealth Concepts
Massachusetts
$9.85M 426,790 +61,937 +17%
CTC
20
Central Trust Company
Missouri
$9.05M 392,054 -22,531 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.81M 381,648 +23,272 +6%
CIM
22
Confluence Investment Management
Missouri
$8.52M 369,192 -6,280 -2%
SWM
23
Scissortail Wealth Management
Oklahoma
$8.37M 362,876 +329,214 +978%
Stifel Financial
24
Stifel Financial
Missouri
$8.25M 357,356 -222,223 -38%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.59M 329,004 +26,569 +9%