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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

146 hedge funds and large institutions have $360M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
59
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
SkyView Investment Advisors
New Jersey
$21M
2
LPL Financial
LPL Financial
California
$31.2M
3
KTM
Keeler Thomas Management
Utah
$6.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97M
5
MML Investors Services
MML Investors Services
Massachusetts
$1.93M

Top Sellers

1
ATPW
Ashton Thomas Private Wealth
Arizona
$439K
2
CFS
Commonwealth Financial Services
West Virginia
$3.54M
3
PPWM
PFG Private Wealth Management
Florida
$72.3K
4
Wells Fargo
Wells Fargo
California
$11.7M
5
AF
Arrow Financial
New York
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$3.43M -$707K -30,414 -17%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.38M -$11K -475 -0.3%
PAG
28
Private Advisor Group
New Jersey
$3.18M -$563K -24,227 -15%
TSWM
29
Tyler-Stone Wealth Management
Ohio
$3.14M -$240K -10,319 -7%
CL
30
COWA LLC
Oklahoma
$2.47M -$918K -39,485 -27%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.16M -$172K -7,385 -7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.97M +$1.97M +84,668 New
MML Investors Services
33
MML Investors Services
Massachusetts
$1.93M +$1.93M +82,944 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.9M -$123K -5,301 -6%
SPWM
35
Straight Path Wealth Management
Michigan
$1.89M +$143K +6,166 +8%
CSA
36
Cottage Street Advisors
Massachusetts
$1.88M +$810K +34,850 +76%
E3F
37
Eight 31 Financial
Texas
$1.83M +$1.83M +78,908 New
AWM
38
AE Wealth Management
Kansas
$1.79M -$88.1K -3,790 -5%
KF
39
Krilogy Financial
Missouri
$1.76M -$22K -948 -1%
SFS
40
Sowell Financial Services
Arkansas
$1.72M +$316K +13,615 +23%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.71M -$1.29M -55,484 -43%
Jane Street
42
Jane Street
New York
$1.62M -$633K -27,220 -28%
IA
43
IFP Advisors
Florida
$1.62M -$61.8K -2,658 -4%
IF
44
Ironwood Financial
Arizona
$1.49M -$6.48K -279 -0.4%
NL
45
NWAM LLC
Washington
$1.48M -$466K -20,069 -24%
EWM
46
Endowment Wealth Management
Wisconsin
$1.48M +$705K +30,333 +90%
UBS Group
47
UBS Group
Switzerland
$1.38M +$398K +17,107 +41%
IAIM
48
International Assets Investment Management
Florida
$1.35M +$134K +5,750 +11%
SIA
49
Summit Investment Advisors
Maryland
$1.25M -$4.77K -206 -0.4%
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$1.25M +$838K +36,071 +205%
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