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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 %
Lido Advisors
26
Lido Advisors
California
$3.24M 139,467 -8,297 -6%
CFS
27
Commonwealth Financial Services
West Virginia
$2.86M 122,798 -29,686 -19%
PAG
28
Private Advisor Group
New Jersey
$2.83M 121,782 -15,081 -11%
TSWM
29
Tyler-Stone Wealth Management
Ohio
$2.8M 120,522 -14,472 -11%
CL
30
COWA LLC
Oklahoma
$2.67M 114,852 +8,506 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.57M 110,632 +17,509 +19%
CSA
32
Cottage Street Advisors
Massachusetts
$2.05M 87,991 +7,081 +9%
AWM
33
AE Wealth Management
Kansas
$2.02M 86,837 +9,623 +12%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.99M 85,771 +1,103 +1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.85M 79,364 -2,238 -3%
SPWM
36
Straight Path Wealth Management
Michigan
$1.83M 78,542 -2,696 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.82M 78,233 -4,711 -6%
E3F
38
Eight 31 Financial
Texas
$1.81M 77,894 -1,014 -1%
SFS
39
Sowell Financial Services
Arkansas
$1.74M 74,809 +752 +1%
KF
40
Krilogy Financial
Missouri
$1.7M 73,165 -2,592 -3%
EWM
41
Endowment Wealth Management
Wisconsin
$1.57M 67,305 +3,432 +5%
IF
42
Ironwood Financial
Arizona
$1.49M 64,272 – –
KAS
43
Kestra Advisory Services
Texas
$1.47M 63,260 +24,211 +62%
IAIM
44
International Assets Investment Management
Florida
$1.34M 57,557 -400 -0.7%
SWM
45
Spire Wealth Management
Virginia
$1.31M 56,440 +19,363 +52%
SIA
46
Summit Investment Advisors
Maryland
$1.3M 54,449 +307 +0.6%
SIAS
47
Summit Investment Advisory Services
Minnesota
$1.26M 54,385 +54,385 New
IA
48
IFP Advisors
Florida
$1.25M 53,590 -16,195 -23%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$1.15M 49,273 -4,358 -8%
LPFG
50
Landing Point Financial Group
Ohio
$1.14M 49,217 -1,779 -3%
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