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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

138 hedge funds and large institutions have $612M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
36
Increased
58
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$18.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$7.63M
4
LPL Financial
4
LPL Financial
California
$22.9M
5
EWA
5
EP Wealth Advisors
California
$10.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.02M
2
Bank of America
2
Bank of America
North Carolina
$5.99M
3
MA
3
Mutual Advisors
Nebraska
$392K
4
DP
4
Denver PWM
Colorado
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MCF Advisors
Kentucky
$488K +$488K +21,033 New
SS
77
Sunbelt Securities
Texas
$450K -$24.4K -1,052 -5%
KAS
78
Kestra Advisory Services
Texas
$427K +$111K +4,769 +35%
Creative Planning
79
Creative Planning
Kansas
$424K +$255 +11 +0.1%
OMC
80
Old Mission Capital
Illinois
$419K +$419K +18,071 New
BWFA
81
Baltimore-Washington Financial Advisors
Maryland
$407K +$111K +4,779 +37%
BBW
82
Blue Barn Wealth
Utah
$402K +$402K +17,338 New
MA
83
Mutual Advisors
Nebraska
$392K -$5.47M -235,581 -93%
BlackRock
84
BlackRock
New York
$392K +$392K +16,894 New
SL
85
Sentinus LLC
Illinois
$386K – – –
QCIG
86
Quad-Cities Investment Group
Iowa
$375K +$82.2K +3,542 +28%
TWP
87
Tempus Wealth Planning
California
$373K -$163K -7,005 -30%
APW
88
Austin Private Wealth
Texas
$372K +$18.3K +787 +5%
KFAA
89
Klaas Financial Asset Advisors
Illinois
$368K +$55.9K +2,408 +18%
MAS
90
Madden Advisory Services
Florida
$350K +$2.9K +125 +0.8%
WIA
91
World Investment Advisors
California
$334K – – –
MWM
92
Mascoma Wealth Management
New Hampshire
$323K – – –
PIS
93
POM Investment Strategies
North Carolina
$321K +$321K +13,853 New
TFS
94
Thoroughbred Financial Services
Tennessee
$300K -$72K -3,105 -19%
AWM
95
Aprio Wealth Management
Georgia
$294K +$294K +12,688 New
Stifel Financial
96
Stifel Financial
Missouri
$294K +$294K +12,651 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$275K +$275K +11,836 New
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$271K +$1.14K +49 +0.4%
MAM
99
Mainsail Asset Management
Alabama
$271K +$2.51K +108 +0.9%
ECM
100
Exchange Capital Management
Michigan
$269K -$93.7K -4,039 -26%
2 3
4
5 6