IBHE icon

iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

149 hedge funds and large institutions have $333M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+3
Holders Change %
+2.05%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
58
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$3.47M
2
SIA
SkyView Investment Advisors
New Jersey
$22.6M
3
KTM
Keeler Thomas Management
Utah
$8.12M
4
SIAS
Summit Investment Advisory Services
Minnesota
$1.26M
5
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$12.9M
2
AF
Arrow Financial
New York
$20.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$542K
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
$13.9M
5
CFG
Carr Financial Group
Massachusetts
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$3.24M -$193K -8,297 -6%
CFS
27
Commonwealth Financial Services
West Virginia
$2.86M -$690K -29,686 -19%
PAG
28
Private Advisor Group
New Jersey
$2.83M -$351K -15,081 -11%
TSWM
29
Tyler-Stone Wealth Management
Ohio
$2.8M -$337K -14,472 -11%
CL
30
COWA LLC
Oklahoma
$2.67M +$198K +8,506 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.57M +$407K +17,509 +19%
CSA
32
Cottage Street Advisors
Massachusetts
$2.05M +$165K +7,081 +9%
AWM
33
AE Wealth Management
Kansas
$2.02M +$224K +9,623 +12%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.99M +$25.7K +1,103 +1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.85M -$52K -2,238 -3%
SPWM
36
Straight Path Wealth Management
Michigan
$1.83M -$62.7K -2,696 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.82M -$110K -4,711 -6%
E3F
38
Eight 31 Financial
Texas
$1.81M -$23.6K -1,014 -1%
SFS
39
Sowell Financial Services
Arkansas
$1.74M +$17.5K +752 +1%
KF
40
Krilogy Financial
Missouri
$1.7M -$60.3K -2,592 -3%
EWM
41
Endowment Wealth Management
Wisconsin
$1.57M +$79.8K +3,432 +5%
IF
42
Ironwood Financial
Arizona
$1.49M – – –
KAS
43
Kestra Advisory Services
Texas
$1.47M +$563K +24,211 +62%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.46M +$945K +40,634 +182%
IAIM
45
International Assets Investment Management
Florida
$1.34M -$9.3K -400 -0.7%
SWM
46
Spire Wealth Management
Virginia
$1.31M +$450K +19,363 +52%
SIA
47
Summit Investment Advisors
Maryland
$1.3M +$7.33K +307 +0.6%
SIAS
48
Summit Investment Advisory Services
Minnesota
$1.26M +$1.26M +54,385 New
IA
49
IFP Advisors
Florida
$1.25M -$377K -16,195 -23%
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$1.15M -$101K -4,358 -8%
1
2
3 4 5