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iShares iBonds 2025 Term High Yield and Income ETF

61 hedge funds and large institutions have $111M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
32
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$661K +$104K +4,519 +19%
PFM
27
Phillips Financial Management
Indiana
$603K +$483 +21 +0.1%
TFS
28
Thoroughbred Financial Services
Tennessee
$544K +$88K +3,828 +19%
WI
29
WrapManager Inc
California
$536K -$3.01K -131 -0.6%
SWP
30
Summit Wealth Partners
Florida
$476K +$71.9K +3,126 +18%
SS
31
Sunbelt Securities
Texas
$446K -$5.75K -250 -1%
RJA
32
Raymond James & Associates
Florida
$405K +$13.5K +586 +3%
VNA
33
Valley National Advisers
Pennsylvania
$399K +$3.64K +158 +0.9%
LNC
34
Lincoln National Corp
Pennsylvania
$384K +$71.5K +3,109 +23%
KFAA
35
Klaas Financial Asset Advisors
Illinois
$325K +$61.7K +2,681 +23%
SL
36
Sentinus LLC
Illinois
$307K -$86.3K -3,752 -22%
LIA
37
LBMC Investment Advisors
Tennessee
$277K
Osaic Holdings
38
Osaic Holdings
Arizona
$266K -$10.6M -458,759 -98%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$251K +$39.5K +1,717 +19%
BFA
40
BBJS Financial Advisors
Washington
$248K +$23 +1 +0%
WCM
41
Windsor Capital Management
Arizona
$241K
HL
42
HeadInvest LLC
Maine
$232K
FWM
43
Fairhaven Wealth Management
Illinois
$225K +$225K +9,776 New
DE
44
Day & Ennis
Georgia
$203K +$203K +8,806 New
GRP
45
Global Retirement Partners
California
$88.7K +$460 +20 +0.5%
NSIM
46
North Star Investment Management
Illinois
$85.1K
SF
47
Safeguard Financial
Wisconsin
$77K +$77K +3,383 New
FFA
48
Farther Finance Advisors
California
$56.2K +$23.8K +1,035 +73%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$55.6K +$2K +87 +4%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$41.4K