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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

101 hedge funds and large institutions have $282M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
45
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPSA
1
Richard P. Slaughter Associates
Texas
$27.7M
2
AF
2
Arrow Financial
New York
$11.3M
3
PPWM
3
PFG Private Wealth Management
Florida
$5.87M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.77M
5
PAG
5
Private Advisor Group
New Jersey
$3.55M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.95M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
NL
4
NWAM LLC
Washington
$312K
5
TSWM
5
Tyler-Stone Wealth Management
Ohio
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
26
LBMC Investment Advisors
Tennessee
$2.61M 111,609 +97,291 +680%
Lido Advisors
27
Lido Advisors
California
$2.59M 110,777 +37,808 +52%
JWCA
28
J.W. Cole Advisors
Florida
$2.43M 103,909 +103,909 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.33M 99,501 +9,860 +11%
KF
30
Krilogy Financial
Missouri
$2.07M 88,496 -8,418 -9%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$1.79M 76,534 -19,193 -20%
Jane Street
32
Jane Street
New York
$1.72M 73,605 +73,605 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.51M 64,781 +8,351 +15%
KPWS
34
Kestra Private Wealth Services
Texas
$1.49M 63,571 +36,561 +135%
IA
35
IFP Advisors
Florida
$1.46M 62,656 +3,993 +7%
SPWM
36
Straight Path Wealth Management
Michigan
$1.45M 62,197 +9,155 +17%
PFM
37
Phillips Financial Management
Indiana
$1.41M 60,432 +10,432 +21%
SCM
38
Steele Capital Management
Iowa
$1.06M 45,452 -129 -0.3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.04M 44,613 +44,613 New
IF
40
Ironwood Financial
Arizona
$1.02M 43,792 +1,210 +3%
OMC
41
Old Mission Capital
Illinois
$999K 42,734 +42,734 New
SPC
42
Sigma Planning Corp
Michigan
$899K 38,471 +38,471 New
WI
43
WrapManager Inc
California
$852K 36,453 +7,639 +27%
CL
44
COWA LLC
Oklahoma
$829K 35,459 +35,459 New
MAG
45
M3 Advisory Group
Massachusetts
$819K 35,010 +24,635 +237%
WRPWM
46
Werba Rubin Papier Wealth Management
California
$802K 34,298 – –
NEPWA
47
New England Private Wealth Advisors
Massachusetts
$801K 34,390 -11,728 -25%
RJA
48
Raymond James & Associates
Florida
$777K 33,243 -5,965 -15%
SWP
49
Summit Wealth Partners
Florida
$590K 25,248 +35 +0.1%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$561K 24,000 +24,000 New
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