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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

148 hedge funds and large institutions have $332M 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, 57 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
1.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
57
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.9M
2
AF
2
Arrow Financial
New York
$20.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$542K
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$13.9M
5
CFG
5
Carr Financial Group
Massachusetts
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
51
WrapManager Inc
California
$1.14M 48,913 +979 +2%
PFM
52
Phillips Financial Management
Indiana
$1.06M 45,432 – –
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.04M 44,735 -28,648 -39%
R
54
Rebalance
California
$1.01M 43,384 +412 +1%
LWANC
55
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M 23,255 +22,255 +2,226%
UBS Group
56
UBS Group
Switzerland
$953K 40,981 -18,244 -31%
SCM
57
Steele Capital Management
Iowa
$952K 40,925 – –
DP
58
Denver PWM
Colorado
$871K 37,447 -5,187 -12%
NEPWA
59
New England Private Wealth Advisors
Massachusetts
$811K 34,906 +390 +1%
WRPWM
60
Werba Rubin Papier Wealth Management
California
$759K 32,626 -6,430 -16%
HCM
61
Howland Capital Management
Massachusetts
$750K 32,240 – –
NA
62
NewEdge Advisors
Louisiana
$749K 32,219 -12,033 -27%
SC
63
Savant Capital
Illinois
$724K 31,141 – –
BFC
64
Bedel Financial Consulting
Indiana
$718K 30,886 +7,490 +32%
PA
65
Parallel Advisors
California
$713K 30,645 +7,000 +30%
KFAA
66
Klaas Financial Asset Advisors
Illinois
$700K 30,082 -2,245 -7%
MA
67
MCF Advisors
Kentucky
$692K 29,766 +8,688 +41%
1L
68
10Elms LLP
Oklahoma
$659K 28,318 – –
TCCM
69
Timber Creek Capital Management
Massachusetts
$627K 27,064 +2,893 +12%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$626K 26,931 -1,596 -6%
IAN
71
Integrated Advisors Network
Texas
$603K 25,929 +25,929 New
NL
72
NWAM LLC
Washington
$599K 25,780 -38,100 -60%
HNW
73
High Note Wealth
Minnesota
$590K 25,382 +25,382 New
QCIG
74
Quad-Cities Investment Group
Iowa
$584K 25,109 +3,035 +14%
LFS
75
Littlejohn Financial Services
Oregon
$576K 24,790 -5,838 -19%
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