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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

42 hedge funds and large institutions have $58.3M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+17
Holders Change %
+68%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPSA
1
Richard P. Slaughter Associates
Texas
$5.51M
2
SCA
2
Snowden Capital Advisors
New York
$4.13M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.85M
4
Bank of America
4
Bank of America
North Carolina
$4.04M
5
MA
5
Mutual Advisors
Nebraska
$2.89M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.55M
3
CA
3
Cetera Advisors
Colorado
$2.97M
4
TCCM
4
Timber Creek Capital Management
Massachusetts
$129K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Scissortail Wealth Management
Oklahoma
$236K +$236K +10,359 New
WCM
27
Windsor Capital Management
Arizona
$234K +$8.13K +361 +4%
HL
28
HeadInvest LLC
Maine
$228K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$217K -$11.8K -522 -5%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$183K +$3.53K +157 +2%
TCCM
31
Timber Creek Capital Management
Massachusetts
$129K -$299K -13,273 -70%
PB
32
Pinnacle Bancorp
Nebraska
$117K – – –
BCPWM
33
Bradley & Co Private Wealth Management
Florida
$110K +$6.69K +297 +6%
GRP
34
Global Retirement Partners
California
$71K +$71K +3,152 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$40.5K +$10.1K +450 +33%
PA
36
Parallel Advisors
California
$24.8K +$24.8K +1,100 New
FFA
37
Farther Finance Advisors
California
$20.7K +$20.7K +919 New
MWM
38
Mascoma Wealth Management
New Hampshire
$10.6K – – –
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K +$9K +400 New
MFT
40
Moisand Fitzgerald Tamayo
Florida
$4.5K – – –
ADL
41
Asset Dedication LLC
California
$3K +$3K +118 New
NA
42
NewEdge Advisors
Louisiana
$606 +$606 +26,920 New
KCM
43
Karp Capital Management
California
– -$4.94M -222,720 Closed
FTUS
44
Flow Traders U.S.
New York
– -$2.01M -90,392 Closed
1
2