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iShares iBonds 2025 Term High Yield and Income ETF

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 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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
$3.24M
CFS
27
Commonwealth Financial Services
West Virginia
$2.86M
PAG
28
Private Advisor Group
New Jersey
$2.83M
TSWM
29
Tyler-Stone Wealth Management
Ohio
$2.8M
CL
30
COWA LLC
Oklahoma
$2.67M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.57M
CSA
32
Cottage Street Advisors
Massachusetts
$2.05M
AWM
33
AE Wealth Management
Kansas
$2.02M
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.99M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.85M
SPWM
36
Straight Path Wealth Management
Michigan
$1.83M
MML Investors Services
37
MML Investors Services
Massachusetts
$1.82M
E3F
38
Eight 31 Financial
Texas
$1.81M
SFS
39
Sowell Financial Services
Arkansas
$1.74M
KF
40
Krilogy Financial
Missouri
$1.7M
EWM
41
Endowment Wealth Management
Wisconsin
$1.57M
IF
42
Ironwood Financial
Arizona
$1.49M
KAS
43
Kestra Advisory Services
Texas
$1.47M
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.46M
IAIM
45
International Assets Investment Management
Florida
$1.34M
SWM
46
Spire Wealth Management
Virginia
$1.31M
SIA
47
Summit Investment Advisors
Maryland
$1.3M
IA
48
IFP Advisors
Florida
$1.25M
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$1.15M
LPFG
50
Landing Point Financial Group
Ohio
$1.14M