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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

88 hedge funds and large institutions have $231M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+18
Holders Change %
+25.71%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
36
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$15.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.6M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
AWM
5
AE Wealth Management
Kansas
$20M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.2M
2
Jane Street
2
Jane Street
New York
$0
3
KF
3
Krilogy Financial
Missouri
$2.24M
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$12.8M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GBWM
26
Granite Bay Wealth Management
New Hampshire
$1.44M 63,000 – –
IA
27
IFP Advisors
Florida
$1.36M 58,663 +1,304 +2%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.3M 56,430 +16,545 +41%
SPWM
29
Straight Path Wealth Management
Michigan
$1.23M 53,042 +15,615 +42%
PFM
30
Phillips Financial Management
Indiana
$1.16M 50,000 +23,781 +91%
NL
31
NWAM LLC
Washington
$1.1M 47,689 +47,689 New
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$1.07M 46,118 +1,114 +2%
SCM
33
Steele Capital Management
Iowa
$1.05M 45,581 +45,581 New
IF
34
Ironwood Financial
Arizona
$984K 42,582 +9,938 +30%
RJA
35
Raymond James & Associates
Florida
$906K 39,208 +22,272 +132%
WRPWM
36
Werba Rubin Papier Wealth Management
California
$792K 34,298 +1,301 +4%
WI
37
WrapManager Inc
California
$666K 28,814 +3,898 +16%
KPWS
38
Kestra Private Wealth Services
Texas
$624K 27,010 +27,010 New
WP
39
WealthSource Partners
California
$584K 25,294 +25,294 New
SWP
40
Summit Wealth Partners
Florida
$582K 25,213 +4,020 +19%
GLR
41
Great Lakes Retirement
Ohio
$579K 25,077 +25,077 New
TFS
42
Thoroughbred Financial Services
Tennessee
$563K 24,414 -1,998 -8%
HCM
43
Howland Capital Management
Massachusetts
$541K 23,430 -1,300 -5%
SS
44
Sunbelt Securities
Texas
$448K 19,402 – –
SWA
45
Sightline Wealth Advisors
Connecticut
$418K 18,078 +6,412 +55%
VNA
46
Valley National Advisers
Pennsylvania
$380K 16,491 -957 -5%
LNC
47
Lincoln National Corp
Pennsylvania
$374K 16,173 -256 -2%
KFAA
48
Klaas Financial Asset Advisors
Illinois
$358K 15,519 -1,162 -7%
AC
49
Adroit Compliance
$358K 15,519 +15,519 New
LIA
50
LBMC Investment Advisors
Tennessee
$331K 14,318 +55 +0.4%
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