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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

88 hedge funds and large institutions have $231M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+18
Holders Change %
+25.71%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
36
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$15.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.6M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
AWM
5
AE Wealth Management
Kansas
$20M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.2M
2
Jane Street
2
Jane Street
New York
$0
3
KF
3
Krilogy Financial
Missouri
$2.24M
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$12.8M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$39.3K 1,700 – –
FFA
77
Farther Finance Advisors
California
$35.2K 1,525 -919 -38%
CTWM
78
Cherry Tree Wealth Management
Minnesota
$35.2K 1,525 +1,525 New
PA
79
Parallel Advisors
California
$25.4K 1,100 – –
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.1K 1,000 – –
BI
81
Bramshill Investments
Florida
$16.2K 700 +700 New
PFBT
82
Parkside Financial Bank & Trust
Missouri
$11.8K 509 -2 -0.4%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$11.2K 485 +485 New
OCM
84
Orion Capital Management
California
$6.95K 301 +301 New
MFT
85
Moisand Fitzgerald Tamayo
Florida
$4.62K 200 – –
MWM
86
Mascoma Wealth Management
New Hampshire
$4.44K 192 – –
ADL
87
Asset Dedication LLC
California
$3K 118 – –
TAM
88
Tucker Asset Management
Colorado
$277 12 +12 New
Jane Street
89
Jane Street
New York
– – -123,455 Closed
FTUS
90
Flow Traders U.S.
New York
– – -49,659 Closed
SPC
91
Sigma Planning Corp
Michigan
– – -9,143 Closed
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
– – -7,082 Closed
TCCM
93
Timber Creek Capital Management
Massachusetts
– – -412 Closed
AWA
94
Authentikos Wealth Advisory
California
– – -357 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
– – – –
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