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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

111 hedge funds and large institutions have $337M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
15
Increased
67
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Arrow Financial
New York
$29.7M
2
DP
2
Denver PWM
Colorado
$5.79M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.74M
4
LPL Financial
4
LPL Financial
California
$8.92M
5
Bank of America
5
Bank of America
North Carolina
$28.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$458K
2
NA
2
NewEdge Advisors
Louisiana
$2.04M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$14.9M
5
GLR
5
Great Lakes Retirement
Ohio
$4.16K
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
26
LBMC Investment Advisors
Tennessee
$3.35M 143,910 +32,301 +29%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.28M 141,023 +41,522 +42%
AWS
28
Atria Wealth Solutions
New York
$3.25M 139,425 +139,425 New
KF
29
Krilogy Financial
Missouri
$3.19M 137,107 +48,611 +55%
Lido Advisors
30
Lido Advisors
California
$3.12M 133,967 +23,190 +21%
JWCA
31
J.W. Cole Advisors
Florida
$2.95M 126,558 +22,649 +22%
AAS
32
Avantax Advisory Services
Texas
$2.35M 101,082 +101,082 New
KPWS
33
Kestra Private Wealth Services
Texas
$2.04M 87,830 +24,259 +38%
NA
34
NewEdge Advisors
Louisiana
$2.04M 87,657 -44,981 -34%
NL
35
NWAM LLC
Washington
$1.99M 85,364 +71,967 +537%
CL
36
COWA LLC
Oklahoma
$1.82M 78,384 +42,925 +121%
TSWM
37
Tyler-Stone Wealth Management
Ohio
$1.76M 75,628 -906 -1%
IWC
38
Integrated Wealth Concepts
Massachusetts
$1.68M 72,240 +7,459 +12%
IA
39
IFP Advisors
Florida
$1.65M 70,850 +8,194 +13%
RJA
40
Raymond James & Associates
Florida
$1.63M 70,221 +36,978 +111%
SPWM
41
Straight Path Wealth Management
Michigan
$1.52M 65,361 +3,164 +5%
GI
42
GAMMA Investing
California
$1.21M 52,199 +28,901 +124%
IF
43
Ironwood Financial
Arizona
$1.09M 46,784 +2,992 +7%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.08M 46,386 +46,386 New
SCM
45
Steele Capital Management
Iowa
$1.06M 45,652 +200 +0.4%
PFM
46
Phillips Financial Management
Indiana
$1.06M 45,432 -15,000 -25%
PCA
47
Prosperity Capital Advisors
Ohio
$979K 42,072 +21,176 +101%
SPC
48
Sigma Planning Corp
Michigan
$958K 41,153 +2,682 +7%
MAG
49
M3 Advisory Group
Massachusetts
$896K 38,517 +3,507 +10%
WI
50
WrapManager Inc
California
$896K 38,496 +2,043 +6%
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