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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

146 hedge funds and large institutions have $360M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
59
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
SkyView Investment Advisors
New Jersey
$21M
2
LPL Financial
LPL Financial
California
$31.2M
3
KTM
Keeler Thomas Management
Utah
$6.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97M
5
MML Investors Services
MML Investors Services
Massachusetts
$1.93M

Top Sellers

1
ATPW
Ashton Thomas Private Wealth
Arizona
$439K
2
CFS
Commonwealth Financial Services
West Virginia
$3.54M
3
PPWM
PFG Private Wealth Management
Florida
$72.3K
4
Wells Fargo
Wells Fargo
California
$11.7M
5
AF
Arrow Financial
New York
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
76
Bedel Financial Consulting
Indiana
$542K +$329K +14,198 +154%
BCI
77
Brinker Capital Investments
Pennsylvania
$528K -$318K -13,678 -38%
OPS
78
Orion Portfolio Solutions
Nebraska
$528K -$318K -13,678 -38%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$520K +$520K +22,361 New
QCIG
80
Quad-Cities Investment Group
Iowa
$513K +$137K +5,895 +36%
MA
81
MCF Advisors
Kentucky
$490K +$1.05K +45 +0.2%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$479K -$86.7K -3,731 -15%
JBA
83
Johnson Bixby & Associates
Washington
$456K +$456K +19,618 New
ATPW
84
Ashton Thomas Private Wealth
Arizona
$439K -$15.5M -666,057 -97%
BBW
85
Blue Barn Wealth
Utah
$403K – – –
SL
86
Sentinus LLC
Illinois
$387K – – –
DAS
87
Diversify Advisory Services
Utah
$378K -$220K -9,442 -37%
MA
88
MONECO Advisors
Connecticut
$367K +$367K +15,773 New
SWP
89
Summit Wealth Partners
Florida
$364K -$181K -7,791 -33%
RWM
90
Rialto Wealth Management
New York
$354K -$152K -6,560 -30%
MAS
91
Madden Advisory Services
Florida
$352K +$581 +25 +0.2%
SS
92
Sunbelt Securities
Texas
$342K -$109K -4,700 -24%
MA
93
Mutual Advisors
Nebraska
$341K -$51.2K -2,202 -13%
WIA
94
World Investment Advisors
California
$335K – – –
MWM
95
Mascoma Wealth Management
New Hampshire
$324K – – –
APW
96
Austin Private Wealth
Texas
$323K -$49.7K -2,138 -13%
Stifel Financial
97
Stifel Financial
Missouri
$316K +$22.1K +951 +8%
TWP
98
Tempus Wealth Planning
California
$311K -$62.6K -2,695 -17%
Creative Planning
99
Creative Planning
Kansas
$300K -$125K -5,392 -29%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$299K +$299K +12,885 New
2 3
4
5 6