IBHE icon

iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

111 hedge funds and large institutions have $337M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
15
Increased
67
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Arrow Financial
New York
$29.7M
2
DP
2
Denver PWM
Colorado
$5.79M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.74M
4
LPL Financial
4
LPL Financial
California
$8.92M
5
Bank of America
5
Bank of America
North Carolina
$28.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$458K
2
NA
2
NewEdge Advisors
Louisiana
$2.04M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$14.9M
5
GLR
5
Great Lakes Retirement
Ohio
$4.16K
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
51
Old Mission Capital
Illinois
$867K 37,231 -5,503 -13%
CFG
52
Carr Financial Group
Massachusetts
$866K 37,187 +37,187 New
NEPWA
53
New England Private Wealth Advisors
Massachusetts
$815K 35,015 +625 +2%
WRPWM
54
Werba Rubin Papier Wealth Management
California
$805K 34,575 +277 +0.8%
SIAS
55
Summit Investment Advisory Services
Minnesota
$760K 32,656 +32,656 New
HCM
56
Howland Capital Management
Massachusetts
$750K 32,240 +9,390 +41%
OIA
57
OneDigital Investment Advisors
Kansas
$600K 25,793 +25,793 New
DAS
58
Diversify Advisory Services
Utah
$599K 25,796 +25,796 New
TFS
59
Thoroughbred Financial Services
Tennessee
$566K 24,358 +1,124 +5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$562K 24,153 +4,055 +20%
SWP
61
Summit Wealth Partners
Florida
$554K 23,804 -1,444 -6%
SS
62
Sunbelt Securities
Texas
$516K 22,190 +2,000 +10%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$514K 22,100 -1,900 -8%
AWM
64
AE Wealth Management
Kansas
$458K 19,658 -100,280 -84%
Creative Planning
65
Creative Planning
Kansas
$424K 18,235 +450 +3%
KFAA
66
Klaas Financial Asset Advisors
Illinois
$412K 17,720 +2,730 +18%
SWA
67
Sightline Wealth Advisors
Connecticut
$376K 16,146 -2,339 -13%
APW
68
Austin Private Wealth
Texas
$351K 15,064 +2,426 +19%
MAS
69
Madden Advisory Services
Florida
$329K 14,136 +482 +4%
MWM
70
Mascoma Wealth Management
New Hampshire
$324K 13,932 +13,740 +7,156%
KAS
71
Kestra Advisory Services
Texas
$318K 13,650 – –
SL
72
Sentinus LLC
Illinois
$292K 12,546 – –
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$283K 12,170 +155 +1%
FWM
74
Fairhaven Wealth Management
Illinois
$269K 11,541 +1,115 +11%
ECM
75
Exchange Capital Management
Michigan
$268K 11,523 +753 +7%
1 2
3
4 5