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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

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 18 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+3
Holders Change %
+2.05%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
58
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$3.47M
2
SIA
SkyView Investment Advisors
New Jersey
$22.6M
3
KTM
Keeler Thomas Management
Utah
$8.12M
4
SIAS
Summit Investment Advisory Services
Minnesota
$1.26M
5
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$12.9M
2
AF
Arrow Financial
New York
$20.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$542K
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
$13.9M
5
CFG
Carr Financial Group
Massachusetts
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPFG
51
Landing Point Financial Group
Ohio
$1.14M -$41.4K -1,779 -3%
WI
52
WrapManager Inc
California
$1.14M +$22.8K +979 +2%
PFM
53
Phillips Financial Management
Indiana
$1.06M – – –
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.04M -$666K -28,648 -39%
R
55
Rebalance
California
$1.01M +$9.58K +412 +1%
LWANC
56
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M +$957K +22,255 +2,226%
UBS Group
57
UBS Group
Switzerland
$953K -$424K -18,244 -31%
SCM
58
Steele Capital Management
Iowa
$952K – – –
DP
59
Denver PWM
Colorado
$871K -$121K -5,187 -12%
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$811K +$9.06K +390 +1%
WRPWM
61
Werba Rubin Papier Wealth Management
California
$759K -$150K -6,430 -16%
HCM
62
Howland Capital Management
Massachusetts
$750K – – –
NA
63
NewEdge Advisors
Louisiana
$749K -$280K -12,033 -27%
SC
64
Savant Capital
Illinois
$724K – – –
BFC
65
Bedel Financial Consulting
Indiana
$718K +$174K +7,490 +32%
PA
66
Parallel Advisors
California
$713K +$163K +7,000 +30%
KFAA
67
Klaas Financial Asset Advisors
Illinois
$700K -$52.2K -2,245 -7%
MA
68
MCF Advisors
Kentucky
$692K +$202K +8,688 +41%
1L
69
10Elms LLP
Oklahoma
$659K – – –
TCCM
70
Timber Creek Capital Management
Massachusetts
$627K +$67K +2,893 +12%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$626K -$37.1K -1,596 -6%
IAN
72
Integrated Advisors Network
Texas
$603K +$603K +25,929 New
NL
73
NWAM LLC
Washington
$599K -$885K -38,100 -60%
HNW
74
High Note Wealth
Minnesota
$590K +$590K +25,382 New
QCIG
75
Quad-Cities Investment Group
Iowa
$584K +$70.6K +3,035 +14%
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