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iShares iBonds Dec 2025 Term Treasury ETF

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
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
$293M 12,588,700 -6,022,483 -32%
Morgan Stanley
2
Morgan Stanley
New York
$171M 7,324,050 +3,296,596 +82%
Wells Fargo
3
Wells Fargo
California
$70.2M 3,015,908 -373,879 -11%
GI
4
GLOBALT Investments
Georgia
$63.3M 2,719,944 +2,719,944 New
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$62M 2,665,336 +2,665,336 New
Bank of America
6
Bank of America
North Carolina
$59M 2,532,776 +357,544 +16%
UBS Group
7
UBS Group
Switzerland
$52M 2,234,095 +1,191,242 +114%
CIA
8
Capital Investment Advisors
Georgia
$47.8M 2,052,232 +123,209 +6%
NA
9
NewEdge Advisors
Louisiana
$46.3M 1,989,934 +1,275,877 +179%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.3M 1,601,566 +1,219,918 +320%
HBT
11
Hills Bank & Trust
Iowa
$36.2M 1,553,291 +509,084 +49%
Osaic Holdings
12
Osaic Holdings
Arizona
$30.4M 1,307,208 -56,469 -4%
LPL Financial
13
LPL Financial
California
$28.2M 1,211,296 +606,536 +100%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.1M 990,867 +472,691 +91%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$17.4M 747,801 +169,382 +29%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.3M 698,427 +448,953 +180%
ICG
17
InterOcean Capital Group
Tennessee
$15.8M 678,472 +599,727 +762%
MCM
18
MV Capital Management
Maryland
$15.3M 658,649 +1,892 +0.3%
JAG
19
Journey Advisory Group
Kentucky
$13.8M 594,745 +47,153 +9%
Mariner
20
Mariner
Kansas
$13.8M 594,213 +430,733 +263%
IWC
21
Integrated Wealth Concepts
Massachusetts
$13.4M 577,471 +150,681 +35%
Stifel Financial
22
Stifel Financial
Missouri
$12.8M 548,974 +191,618 +54%
ATPW
23
Ashton Thomas Private Wealth
Arizona
$12.7M 544,465 +415,235 +321%
FCA
24
FinTrust Capital Advisors
South Carolina
$12.3M 527,733 +7,808 +2%
Renaissance Technologies
25
Renaissance Technologies
New York
$11.8M 507,800 +496,900 +4,559%