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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

56 hedge funds and large institutions have $113M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+14
Holders Change %
+33.33%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
26
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPSA
1
Richard P. Slaughter Associates
Texas
$19M
2
Jane Street
2
Jane Street
New York
$16.1M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$6.16M
4
Wells Fargo
4
Wells Fargo
California
$6.74M
5
KF
5
Krilogy Financial
Missouri
$4.33M

Top Sellers

1
RSWM
1
Robertson Stephens Wealth Management
California
$0
2
TCCM
2
Timber Creek Capital Management
Massachusetts
$9.74K
3
BCPWM
3
Bradley & Co Private Wealth Management
Florida
$29.7K
4
PB
4
Pinnacle Bancorp
Nebraska
$75.5K
5
SS
5
Sunbelt Securities
Texas
$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
26
Thoroughbred Financial Services
Tennessee
$454K -$2.29K -100 -0.5%
SS
27
Sunbelt Securities
Texas
$448K -$18.2K -800 -4%
BWFA
28
Baltimore-Washington Financial Advisors
Maryland
$443K +$443K +19,355 New
SWP
29
Summit Wealth Partners
Florida
$402K +$80.7K +3,523 +25%
VNA
30
Valley National Advisers
Pennsylvania
$393K -$1.24K -54 -0.3%
SL
31
Sentinus LLC
Illinois
$391K +$391K +17,088 New
RJA
32
Raymond James & Associates
Florida
$390K +$126K +5,502 +48%
LNC
33
Lincoln National Corp
Pennsylvania
$312K +$312K +13,608 New
LIA
34
LBMC Investment Advisors
Tennessee
$276K +$276K +12,050 New
KFAA
35
Klaas Financial Asset Advisors
Illinois
$262K +$262K +11,438 New
BFA
36
BBJS Financial Advisors
Washington
$247K +$2.31K +101 +0.9%
WCM
37
Windsor Capital Management
Arizona
$240K +$2.15K +94 +0.9%
HL
38
HeadInvest LLC
Maine
$231K -$1.15K -50 -0.5%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$211K -$9.81K -428 -4%
GRP
40
Global Retirement Partners
California
$87.3K +$15.6K +685 +22%
NSIM
41
North Star Investment Management
Illinois
$84.8K +$84.8K +3,700 New
CSPAM
42
Cary Street Partners Asset Management
Virginia
$81.1K +$81.1K +3,542 New
PB
43
Pinnacle Bancorp
Nebraska
$75.5K -$43.8K -1,914 -37%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$53.4K +$53.4K +2,332 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$41.2K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$40K +$40K +1,755 New
FFA
47
Farther Finance Advisors
California
$32.3K +$11.2K +490 +53%
BCPWM
48
Bradley & Co Private Wealth Management
Florida
$29.7K -$82.7K -3,608 -74%
PA
49
Parallel Advisors
California
$25.2K – – –
LWANC
50
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.9K +$13.7K +600 +150%
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