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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

101 hedge funds and large institutions have $282M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
45
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPSA
1
Richard P. Slaughter Associates
Texas
$27.7M
2
AF
2
Arrow Financial
New York
$11.3M
3
PPWM
3
PFG Private Wealth Management
Florida
$5.87M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.77M
5
PAG
5
Private Advisor Group
New Jersey
$3.55M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.95M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
NL
4
NWAM LLC
Washington
$312K
5
TSWM
5
Tyler-Stone Wealth Management
Ohio
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
76
Exchange Capital Management
Michigan
$252K 10,770 +10,770 New
QCIG
77
Quad-Cities Investment Group
Iowa
$247K 10,551 +831 +9%
FWM
78
Fairhaven Wealth Management
Illinois
$244K 10,426 +650 +7%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$222K 9,488 +9,488 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$218K 9,306 +9,306 New
BWP
81
BSW Wealth Partners
Colorado
$203K 8,677 +8,677 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$181K 7,748 -100 -1%
Comerica Bank
83
Comerica Bank
Texas
$146K 6,225 +1,475 +31%
PA
84
Parallel Advisors
California
$137K 5,850 +4,750 +432%
PS
85
Principal Securities
Iowa
$136K 5,808 +708 +14%
GRP
86
Global Retirement Partners
California
$123K 5,246 +22 +0.4%
NSIM
87
North Star Investment Management
Illinois
$63.1K 2,700 +1,000 +59%
OCM
88
Orion Capital Management
California
$55K 2,353 +2,052 +682%
CTWM
89
Cherry Tree Wealth Management
Minnesota
$53.2K 2,274 +749 +49%
NS
90
NBC Securities
Alabama
$46K 1,988 – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$42.1K 1,800 – –
FFA
92
Farther Finance Advisors
California
$35.4K 1,525 – –
BCPWM
93
Bradley & Co Private Wealth Management
Florida
$30.3K 1,297 -4,000 -76%
PGAM
94
Princeton Global Asset Management
New Jersey
$29K 1,240 +1,240 New
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.4K 1,000 – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$16.2K 690 +690 New
SHIM
97
Stone House Investment Management
Pennsylvania
$10.1K 430 +430 New
MFT
98
Moisand Fitzgerald Tamayo
Florida
$4.68K 200 – –
MWM
99
Mascoma Wealth Management
New Hampshire
$4.49K 192 – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$3.58K 153 -332 -68%
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