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iShares iBonds 2025 Term High Yield and Income ETF

147 hedge funds and large institutions have $361M 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, 47 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

41% less capital invested

Capital invested by funds: $612M → $361M (-$251M)

Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$3.43M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.38M
PAG
28
Private Advisor Group
New Jersey
$3.18M
TSWM
29
Tyler-Stone Wealth Management
Ohio
$3.14M
CL
30
COWA LLC
Oklahoma
$2.47M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.16M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.97M
MML Investors Services
33
MML Investors Services
Massachusetts
$1.93M
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.9M
SPWM
35
Straight Path Wealth Management
Michigan
$1.89M
CSA
36
Cottage Street Advisors
Massachusetts
$1.88M
E3F
37
Eight 31 Financial
Texas
$1.83M
AWM
38
AE Wealth Management
Kansas
$1.79M
KF
39
Krilogy Financial
Missouri
$1.76M
SFS
40
Sowell Financial Services
Arkansas
$1.72M
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.71M
Jane Street
42
Jane Street
New York
$1.62M
IA
43
IFP Advisors
Florida
$1.62M
IF
44
Ironwood Financial
Arizona
$1.49M
NL
45
NWAM LLC
Washington
$1.48M
EWM
46
Endowment Wealth Management
Wisconsin
$1.48M
UBS Group
47
UBS Group
Switzerland
$1.38M
IAIM
48
International Assets Investment Management
Florida
$1.35M
SIA
49
Summit Investment Advisors
Maryland
$1.25M
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$1.25M