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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

138 hedge funds and large institutions have $612M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
36
Increased
58
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$18.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$7.63M
4
LPL Financial
4
LPL Financial
California
$22.9M
5
EWA
5
EP Wealth Advisors
California
$10.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.02M
2
Bank of America
2
Bank of America
North Carolina
$5.99M
3
MA
3
Mutual Advisors
Nebraska
$392K
4
DP
4
Denver PWM
Colorado
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$1.05M – – –
R
52
Rebalance
California
$1.04M +$542K +23,361 +108%
MAG
53
M3 Advisory Group
Massachusetts
$1.02M -$11.1K -477 -1%
DP
54
Denver PWM
Colorado
$1.01M -$5.16M -222,226 -84%
PCA
55
Prosperity Capital Advisors
Ohio
$1M -$155K -6,688 -13%
GVAG
56
Great Valley Advisor Group
Delaware
$982K +$982K +42,345 New
UBS Group
57
UBS Group
Switzerland
$977K +$724K +31,190 +285%
SPC
58
Sigma Planning Corp
Michigan
$966K +$7.82K +337 +0.8%
SCM
59
Steele Capital Management
Iowa
$950K -$179K -7,706 -16%
WRPWM
60
Werba Rubin Papier Wealth Management
California
$916K +$114K +4,911 +14%
OPS
61
Orion Portfolio Solutions
Nebraska
$845K +$845K +36,416 New
BCI
62
Brinker Capital Investments
Pennsylvania
$845K +$845K +36,416 New
NEPWA
63
New England Private Wealth Advisors
Massachusetts
$836K +$12.7K +546 +2%
EWM
64
Endowment Wealth Management
Wisconsin
$778K +$778K +33,540 New
HCM
65
Howland Capital Management
Massachusetts
$748K – – –
RPSA
66
Richard P. Slaughter Associates
Texas
$728K -$175K -7,528 -19%
1L
67
10Elms LLP
Oklahoma
$657K +$657K +28,318 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$648K +$65K +2,801 +11%
TSS
69
Two Sigma Securities
New York
$629K +$629K +27,132 New
DAS
70
Diversify Advisory Services
Utah
$596K -$1.32K -57 -0.2%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$565K +$1.09K +47 +0.2%
TCCM
72
Timber Creek Capital Management
Massachusetts
$550K +$550K +23,702 New
SC
73
Savant Capital
Illinois
$545K +$55.8K +2,407 +11%
SWP
74
Summit Wealth Partners
Florida
$544K -$9.81K -423 -2%
RWM
75
Rialto Wealth Management
New York
$506K +$506K +21,803 New
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