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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

88 hedge funds and large institutions have $231M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+18
Holders Change %
+25.71%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
36
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$15.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.6M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
AWM
5
AE Wealth Management
Kansas
$20M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.2M
2
Jane Street
2
Jane Street
New York
$0
3
KF
3
Krilogy Financial
Missouri
$2.24M
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$12.8M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$327K +$327K +14,171 New
LAS
52
Lloyd Advisory Services
Georgia
$316K +$316K +13,695 New
AF
53
Arrow Financial
New York
$310K +$310K +13,422 New
MAS
54
Madden Advisory Services
Florida
$303K +$303K +13,133 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$278K – – –
Baird Financial Group
56
Baird Financial Group
Wisconsin
$274K +$274K +11,862 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$259K +$259K +11,194 New
WCM
58
Windsor Capital Management
Arizona
$256K +$7.51K +325 +3%
BFA
59
BBJS Financial Advisors
Washington
$249K +$69 +3 +0%
PCA
60
Prosperity Capital Advisors
Ohio
$240K +$240K +10,385 New
MAG
61
M3 Advisory Group
Massachusetts
$240K +$240K +10,375 New
HL
62
HeadInvest LLC
Maine
$239K +$5.78K +250 +2%
FWM
63
Fairhaven Wealth Management
Illinois
$226K – – –
QCIG
64
Quad-Cities Investment Group
Iowa
$225K +$225K +9,720 New
UBS Group
65
UBS Group
Switzerland
$220K – – –
DE
66
Day & Ennis
Georgia
$203K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$181K +$141K +6,093 +347%
BCPWM
68
Bradley & Co Private Wealth Management
Florida
$122K – – –
GRP
69
Global Retirement Partners
California
$121K +$30.9K +1,336 +34%
PS
70
Principal Securities
Iowa
$118K +$118K +5,100 New
EWM
71
Evermay Wealth Management
Virginia
$116K +$116K +5,000 New
Comerica Bank
72
Comerica Bank
Texas
$110K +$43.1K +1,865 +65%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$48.5K +$48.5K +2,100 New
NS
74
NBC Securities
Alabama
$45K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$41.6K – – –
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3
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