IBHE icon

iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

110 hedge funds and large institutions have $323M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
59
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.7M
2
AF
2
Arrow Financial
New York
$33.5M
3
RJA
3
Raymond James & Associates
Florida
$4.24M
4
CFG
4
Carr Financial Group
Massachusetts
$3.25M
5
EWA
5
EP Wealth Advisors
California
$8.27M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.5M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$907K
3
Bank of America
3
Bank of America
North Carolina
$16M
4
Jane Street
4
Jane Street
New York
$1.63M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
NEPWA
51
New England Private Wealth Advisors
Massachusetts
$827K 35,473 +458 +1%
WRPWM
52
Werba Rubin Papier Wealth Management
California
$806K 34,575 – –
HCM
53
Howland Capital Management
Massachusetts
$751K 32,240 – –
OIA
54
OneDigital Investment Advisors
Kansas
$602K 25,820 +27 +0.1%
DAS
55
Diversify Advisory Services
Utah
$599K 25,746 -50 -0.2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$586K 25,139 +986 +4%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$567K 24,313 +2,213 +10%
SWP
58
Summit Wealth Partners
Florida
$556K 23,858 +54 +0.2%
TWP
59
Tempus Wealth Planning
California
$537K 23,063 +23,063 New
R
60
Rebalance
California
$505K 21,679 +21,679 New
SC
61
Savant Capital
Illinois
$492K 21,104 +21,104 New
SS
62
Sunbelt Securities
Texas
$477K 20,477 -1,713 -8%
AWM
63
AE Wealth Management
Kansas
$466K 20,006 +348 +2%
Creative Planning
64
Creative Planning
Kansas
$426K 18,285 +50 +0.3%
SL
65
Sentinus LLC
Illinois
$388K 16,640 +4,094 +33%
TFS
66
Thoroughbred Financial Services
Tennessee
$373K 16,043 -8,315 -34%
ECM
67
Exchange Capital Management
Michigan
$364K 15,641 +4,118 +36%
APW
68
Austin Private Wealth
Texas
$355K 15,247 +183 +1%
MAS
69
Madden Advisory Services
Florida
$349K 14,977 +841 +6%
WIA
70
World Investment Advisors
California
$336K 14,400 +14,400 New
MWM
71
Mascoma Wealth Management
New Hampshire
$325K 13,932 – –
KAS
72
Kestra Advisory Services
Texas
$318K 13,650 – –
KFAA
73
Klaas Financial Asset Advisors
Illinois
$313K 13,446 -4,274 -24%
CSA
74
Cottage Street Advisors
Massachusetts
$312K 13,411 +13,411 New
BWFA
75
Baltimore-Washington Financial Advisors
Maryland
$298K 12,781 +12,781 New
1 2
3
4 5