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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

110 hedge funds and large institutions have $323M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
59
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.7M
2
AF
2
Arrow Financial
New York
$33.5M
3
RJA
3
Raymond James & Associates
Florida
$4.24M
4
CFG
4
Carr Financial Group
Massachusetts
$3.25M
5
EWA
5
EP Wealth Advisors
California
$8.27M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.5M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$907K
3
Bank of America
3
Bank of America
North Carolina
$16M
4
Jane Street
4
Jane Street
New York
$1.63M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.56M 152,669 -5,628 -4%
TSWM
27
Tyler-Stone Wealth Management
Ohio
$3.5M 150,315 +74,687 +99%
AWS
28
Atria Wealth Solutions
New York
$3.35M 143,979 +4,554 +3%
Lido Advisors
29
Lido Advisors
California
$3.28M 140,890 +6,923 +5%
CFG
30
Carr Financial Group
Massachusetts
$3.25M 139,273 +102,086 +275%
CL
31
COWA LLC
Oklahoma
$3.09M 132,439 +54,055 +69%
IWC
32
Integrated Wealth Concepts
Massachusetts
$3.05M 130,965 +58,725 +81%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.95M 126,585 -77,330 -38%
KPWS
34
Kestra Private Wealth Services
Texas
$2.6M 111,398 +23,568 +27%
AAS
35
Avantax Advisory Services
Texas
$2.46M 105,735 +4,653 +5%
NL
36
NWAM LLC
Washington
$1.99M 85,533 +169 +0.2%
NA
37
NewEdge Advisors
Louisiana
$1.81M 77,620 -10,037 -11%
IA
38
IFP Advisors
Florida
$1.72M 73,979 +3,129 +4%
KF
39
Krilogy Financial
Missouri
$1.68M 72,257 -64,850 -47%
Jane Street
40
Jane Street
New York
$1.63M 70,100 -86,160 -55%
SPWM
41
Straight Path Wealth Management
Michigan
$1.58M 67,769 +2,408 +4%
IF
42
Ironwood Financial
Arizona
$1.33M 57,119 +10,335 +22%
PCA
43
Prosperity Capital Advisors
Ohio
$1.16M 49,980 +7,908 +19%
SCM
44
Steele Capital Management
Iowa
$1.13M 48,674 +3,022 +7%
SFS
45
Sowell Financial Services
Arkansas
$1.11M 47,482 +47,482 New
PFM
46
Phillips Financial Management
Indiana
$1.06M 45,432 – –
MAG
47
M3 Advisory Group
Massachusetts
$1.03M 44,289 +5,772 +15%
WI
48
WrapManager Inc
California
$1.02M 43,988 +5,492 +14%
SPC
49
Sigma Planning Corp
Michigan
$962K 41,288 +135 +0.3%
RPSA
50
Richard P. Slaughter Associates
Texas
$907K 38,923 -1,159,600 -97%
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