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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

70 hedge funds and large institutions have $183M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
14
Increased
34
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$27M
2
AWM
2
AE Wealth Management
Kansas
$14.9M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$14.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.66M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
RPSA
2
Richard P. Slaughter Associates
Texas
$14.2M
3
SCA
3
Snowden Capital Advisors
New York
$0
4
KF
4
Krilogy Financial
Missouri
$3.82M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$218K +$182K +7,926 +500%
SPC
52
Sigma Planning Corp
Michigan
$210K +$210K +9,143 New
DE
53
Day & Ennis
Georgia
$202K – – –
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$162K +$107K +4,663 +193%
BCPWM
55
Bradley & Co Private Wealth Management
Florida
$121K +$91.7K +4,000 +308%
GRP
56
Global Retirement Partners
California
$88.3K +$704 +31 +0.8%
Comerica Bank
57
Comerica Bank
Texas
$66.2K +$66.2K +2,885 New
FFA
58
Farther Finance Advisors
California
$56K – – –
NS
59
NBC Securities
Alabama
$45K +$45K +1,988 New
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$41.3K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
NSIM
62
North Star Investment Management
Illinois
$39K -$45.9K -2,000 -54%
PA
63
Parallel Advisors
California
$25.2K – – –
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.9K – – –
PFBT
65
Parkside Financial Bank & Trust
Missouri
$11.7K -$23 -1 -0.2%
TCCM
66
Timber Creek Capital Management
Massachusetts
$9.45K -$46 -2 -0.5%
AWA
67
Authentikos Wealth Advisory
California
$8.19K +$8.19K +357 New
MFT
68
Moisand Fitzgerald Tamayo
Florida
$4.59K – – –
MWM
69
Mascoma Wealth Management
New Hampshire
$4.4K – – –
ADL
70
Asset Dedication LLC
California
$3K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
– -$8.29M -360,231 Closed
SCA
72
Snowden Capital Advisors
New York
– -$4.73M -205,549 Closed
SF
73
Safeguard Financial
Wisconsin
– -$77K -3,383 Closed
HWA
74
HHM Wealth Advisors
Tennessee
– -$40K -1,738 Closed
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