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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

148 hedge funds and large institutions have $332M 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, 57 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
1.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
57
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.9M
2
AF
2
Arrow Financial
New York
$20.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$542K
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$13.9M
5
CFG
5
Carr Financial Group
Massachusetts
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$542K 23,295 -336,080 -94%
GVAG
77
Great Valley Advisor Group
Delaware
$536K 23,027 -3,950 -15%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$481K 20,662 +33 +0.2%
JBA
79
Johnson Bixby & Associates
Washington
$473K 20,350 +732 +4%
SS
80
Sunbelt Securities
Texas
$451K 19,425 +4,700 +32%
SPC
81
Sigma Planning Corp
Michigan
$446K 19,182 -5,016 -21%
HBT
82
Heartland Bank & Trust
Illinois
$442K 19,026 +7,083 +59%
JWCA
83
J.W. Cole Advisors
Florida
$413K 17,750 +17,750 New
BBW
84
Blue Barn Wealth
Utah
$403K 17,338 – –
MAS
85
Madden Advisory Services
Florida
$400K 17,220 +2,093 +14%
APW
86
Austin Private Wealth
Texas
$399K 17,145 +3,249 +23%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$395K 16,977 +6,229 +58%
SL
88
Sentinus LLC
Illinois
$387K 16,640 – –
MA
89
Mutual Advisors
Nebraska
$377K 16,245 +1,551 +11%
MA
90
MONECO Advisors
Connecticut
$367K 15,773 – –
WIA
91
World Investment Advisors
California
$335K 14,400 – –
HFA
92
High Falls Advisors
New York
$328K 14,089 +2,987 +27%
MWM
93
Mascoma Wealth Management
New Hampshire
$324K 13,932 – –
Stifel Financial
94
Stifel Financial
Missouri
$320K 13,755 +153 +1%
TWP
95
Tempus Wealth Planning
California
$311K 13,393 +30 +0.2%
LI
96
LRI Investments
Florida
$307K 13,209 +7,692 +139%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$300K 12,885 – –
BCI
98
Brinker Capital Investments
Pennsylvania
$296K 12,728 -10,010 -44%
P
99
&Partners
Tennessee
$284K 12,212 +12,212 New
Creative Planning
100
Creative Planning
Kansas
$281K 12,068 -836 -6%
2 3
4
5 6