iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.96% less ownership
Funds ownership: 73.96% → 71% (-3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
88
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$11.5M | |
| 2 | +$7.74M | |
| 3 | +$6.85M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.14M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.89M |
Top Sellers
| 1 | -$4.97M | |
| 2 | -$2.83M | |
| 3 | -$1.61M | |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$1.51M |
| 5 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$1.36M |