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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

138 hedge funds and large institutions have $612M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
36
Increased
58
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$18.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$7.63M
4
LPL Financial
4
LPL Financial
California
$22.9M
5
EWA
5
EP Wealth Advisors
California
$10.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.02M
2
Bank of America
2
Bank of America
North Carolina
$5.99M
3
MA
3
Mutual Advisors
Nebraska
$392K
4
DP
4
Denver PWM
Colorado
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$3.74M -$108K -4,675 -3%
AWS
27
Atria Wealth Solutions
New York
$3.51M +$172K +7,404 +5%
AAS
28
Avantax Advisory Services
Texas
$3.49M +$1.04M +44,646 +42%
JWCA
29
J.W. Cole Advisors
Florida
$3.43M -$584K -25,152 -15%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.39M -$154K -6,635 -4%
CL
31
COWA LLC
Oklahoma
$3.38M +$311K +13,392 +10%
TSWM
32
Tyler-Stone Wealth Management
Ohio
$3.37M -$116K -5,002 -3%
KPWS
33
Kestra Private Wealth Services
Texas
$3.18M +$593K +25,562 +23%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.99M -$48.7K -2,098 -2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.33M -$605K -26,077 -21%
Jane Street
36
Jane Street
New York
$2.25M +$625K +26,933 +38%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.02M -$14.4M -621,129 -88%
NA
38
NewEdge Advisors
Louisiana
$1.95M +$153K +6,596 +8%
NL
39
NWAM LLC
Washington
$1.95M -$36.7K -1,584 -2%
AWM
40
AE Wealth Management
Kansas
$1.88M +$1.42M +60,998 +305%
KF
41
Krilogy Financial
Missouri
$1.78M +$103K +4,448 +6%
SPWM
42
Straight Path Wealth Management
Michigan
$1.74M +$169K +7,303 +11%
IA
43
IFP Advisors
Florida
$1.68M -$35.6K -1,536 -2%
IF
44
Ironwood Financial
Arizona
$1.5M +$172K +7,432 +13%
SFS
45
Sowell Financial Services
Arkansas
$1.4M +$301K +12,960 +27%
SIA
46
Summit Investment Advisors
Maryland
$1.26M +$1.26M +54,348 New
LPFG
47
Landing Point Financial Group
Ohio
$1.22M +$1.22M +52,506 New
IAIM
48
International Assets Investment Management
Florida
$1.21M +$1.21M +52,207 New
WI
49
WrapManager Inc
California
$1.07M +$49.8K +2,148 +5%
CSA
50
Cottage Street Advisors
Massachusetts
$1.07M +$757K +32,649 +243%
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