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iShares iBonds 2025 Term High Yield and Income ETF

149 hedge funds and large institutions have $333M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
51
WrapManager Inc
California
$1.14M
DWA
52
Delta Wealth Advisors
Indiana
$1.09M
PFM
53
Phillips Financial Management
Indiana
$1.06M
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.04M
R
55
Rebalance
California
$1.01M
UBS Group
56
UBS Group
Switzerland
$953K
SCM
57
Steele Capital Management
Iowa
$952K
DP
58
Denver PWM
Colorado
$871K
PCA
59
Prosperity Capital Advisors
Ohio
$817K
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$811K
WRPWM
61
Werba Rubin Papier Wealth Management
California
$759K
HCM
62
Howland Capital Management
Massachusetts
$750K
NA
63
NewEdge Advisors
Louisiana
$749K
SC
64
Savant Capital
Illinois
$724K
BFC
65
Bedel Financial Consulting
Indiana
$718K
PA
66
Parallel Advisors
California
$713K
KFAA
67
Klaas Financial Asset Advisors
Illinois
$700K
MA
68
MCF Advisors
Kentucky
$692K
1L
69
10Elms LLP
Oklahoma
$659K
TCCM
70
Timber Creek Capital Management
Massachusetts
$627K
Baird Financial Group
71
Baird Financial Group
Wisconsin
$626K
IAN
72
Integrated Advisors Network
Texas
$603K
NL
73
NWAM LLC
Washington
$599K
HNW
74
High Note Wealth
Minnesota
$590K
QCIG
75
Quad-Cities Investment Group
Iowa
$584K