IBHE icon

iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

148 hedge funds and large institutions have $332M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
1.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
57
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.47M
2
SIA
2
SkyView Investment Advisors
New Jersey
$22.6M
3
KTM
3
Keeler Thomas Management
Utah
$8.12M
4
SIAS
4
Summit Investment Advisory Services
Minnesota
$1.26M
5
LWANC
5
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.9M
2
AF
2
Arrow Financial
New York
$20.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$542K
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$13.9M
5
CFG
5
Carr Financial Group
Massachusetts
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$31.6M 1,360,074 +16,501 +1%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M 1,023,403 -43,222 -4%
SIA
3
SkyView Investment Advisors
New Jersey
$22.6M 970,073 +66,764 +7%
OIA
4
OneDigital Investment Advisors
Kansas
$20.3M 871,874 +38,773 +5%
AF
5
Arrow Financial
New York
$20.2M 868,676 -382,099 -31%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$13.9M 598,316 -145,845 -20%
Raymond James Financial
7
Raymond James Financial
Florida
$12.9M 554,671 -403,117 -42%
Wells Fargo
8
Wells Fargo
California
$11.9M 510,110 +4,676 +0.9%
EWA
9
EP Wealth Advisors
California
$11.2M 483,104 -50,990 -10%
SWM
10
Scissortail Wealth Management
Oklahoma
$8.9M 382,714 +5,014 +1%
KTM
11
Keeler Thomas Management
Utah
$8.12M 348,988 +57,583 +20%
HC
12
Hurley Capital
New York
$6.2M 266,508 +8,352 +3%
LIA
13
LBMC Investment Advisors
Tennessee
$5.87M 252,539 +4,841 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.4M 232,281 +23,039 +11%
SWP
15
Stratos Wealth Partners
Ohio
$5.29M 227,463 +11,536 +5%
MSRI
16
Michael S. Ryan Inc
New York
$5.07M 218,019 +2,374 +1%
Bank of America
17
Bank of America
North Carolina
$5.02M 215,866 -39,972 -16%
AAS
18
Avantax Advisory Services
Texas
$4.87M 209,321 +33,090 +19%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.81M 206,997 -3,208 -2%
KPWS
20
Kestra Private Wealth Services
Texas
$3.78M 162,506 +1,649 +1%
CFG
21
Carr Financial Group
Massachusetts
$3.57M 153,703 -108,998 -41%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.5M 151,033 -1,182 -0.8%
Jane Street
23
Jane Street
New York
$3.47M 149,308 +79,495 +114%
AWS
24
Atria Wealth Solutions
New York
$3.44M 147,778 -1,876 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.34M 143,788 -1,771 -1%
1
2 3 4 5