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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

149 hedge funds and large institutions have $333M 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, 58 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+3
Holders Change %
+2.05%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
58
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 Holding Trade Value Shares
Change 		Shares
Change %
LFS
76
Littlejohn Financial Services
Oregon
$576K -$136K -5,838 -19%
HighTower Advisors
77
HighTower Advisors
Illinois
$542K -$7.82M -336,080 -94%
GVAG
78
Great Valley Advisor Group
Delaware
$536K -$91.9K -3,950 -15%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$481K +$767 +33 +0.2%
JBA
80
Johnson Bixby & Associates
Washington
$473K +$17K +732 +4%
SS
81
Sunbelt Securities
Texas
$451K +$109K +4,700 +32%
SPC
82
Sigma Planning Corp
Michigan
$446K -$117K -5,016 -21%
HBT
83
Heartland Bank & Trust
Illinois
$442K +$165K +7,083 +59%
JWCA
84
J.W. Cole Advisors
Florida
$413K +$413K +17,750 New
BBW
85
Blue Barn Wealth
Utah
$403K – – –
MAS
86
Madden Advisory Services
Florida
$400K +$48.7K +2,093 +14%
APW
87
Austin Private Wealth
Texas
$399K +$75.6K +3,249 +23%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$395K +$145K +6,229 +58%
SL
89
Sentinus LLC
Illinois
$387K – – –
MA
90
Mutual Advisors
Nebraska
$377K +$36K +1,551 +11%
MA
91
MONECO Advisors
Connecticut
$367K – – –
WIA
92
World Investment Advisors
California
$335K – – –
HFA
93
High Falls Advisors
New York
$328K +$69.5K +2,987 +27%
MWM
94
Mascoma Wealth Management
New Hampshire
$324K – – –
Stifel Financial
95
Stifel Financial
Missouri
$320K +$3.56K +153 +1%
TWP
96
Tempus Wealth Planning
California
$311K +$698 +30 +0.2%
LI
97
LRI Investments
Florida
$307K +$179K +7,692 +139%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$300K – – –
BCI
99
Brinker Capital Investments
Pennsylvania
$296K -$233K -10,010 -44%
P
100
&Partners
Tennessee
$284K +$284K +12,212 New
2 3
4
5 6