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iShares iBonds 2025 Term High Yield and Income ETF

146 hedge funds and large institutions have $360M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
46
Reduced
59
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPFG
51
Landing Point Financial Group
Ohio
$1.19M -$35.1K -1,510 -3%
WI
52
WrapManager Inc
California
$1.11M +$41.8K +1,798 +4%
PFM
53
Phillips Financial Management
Indiana
$1.06M
NA
54
NewEdge Advisors
Louisiana
$1.03M -$929K -39,964 -47%
R
55
Rebalance
California
$999K -$48.1K -2,068 -5%
DP
56
Denver PWM
Colorado
$991K -$18.9K -814 -2%
SCM
57
Steele Capital Management
Iowa
$951K -$999 -43 -0.1%
WRPWM
58
Werba Rubin Papier Wealth Management
California
$908K -$9.99K -430 -1%
KAS
59
Kestra Advisory Services
Texas
$907K +$479K +20,630 +112%
SWM
60
Spire Wealth Management
Virginia
$862K +$842K +36,217 +4,211%
PCA
61
Prosperity Capital Advisors
Ohio
$847K -$155K -6,713 -16%
NEPWA
62
New England Private Wealth Advisors
Massachusetts
$802K -$34.9K -1,503 -4%
BlackRock
63
BlackRock
New York
$785K +$393K +16,896 +100%
KFAA
64
Klaas Financial Asset Advisors
Illinois
$751K +$383K +16,473 +104%
HCM
65
Howland Capital Management
Massachusetts
$749K
SC
66
Savant Capital
Illinois
$724K +$177K +7,630 +32%
LFS
67
Littlejohn Financial Services
Oregon
$712K -$4.17M -179,375 -85%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$663K +$13.6K +587 +2%
1L
69
10Elms LLP
Oklahoma
$658K
GVAG
70
Great Valley Advisor Group
Delaware
$627K -$357K -15,368 -36%
Citadel Advisors
71
Citadel Advisors
Florida
$612K +$612K +26,332 New
FTUS
72
Flow Traders U.S.
New York
$607K +$607K +26,124 New
SPC
73
Sigma Planning Corp
Michigan
$562K -$405K -17,427 -42%
TCCM
74
Timber Creek Capital Management
Massachusetts
$562K +$10.9K +469 +2%
PA
75
Parallel Advisors
California
$550K +$357K +15,360 +185%