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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

148 hedge funds and large institutions have $332M 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, 57 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
1.99%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
57
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 Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$280K 12,059 – –
FTUS
102
Flow Traders U.S.
New York
$279K 12,016 -14,108 -54%
BCM
103
Boreal Capital Management
Florida
– – – –
SWP
104
Summit Wealth Partners
Florida
$272K 11,676 -3,968 -25%
CAG
105
Csenge Advisory Group
Florida
$271K 11,672 -314 -3%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$268K 11,522 +11,522 New
HF
107
HRT Financial
New York
$266K 11,443 +11,443 New
PFA
108
Pure Financial Advisors
California
$261K 11,207 +11,207 New
MAM
109
Mainsail Asset Management
Alabama
$258K 11,099 +45 +0.4%
SB
110
Strategic Blueprint
Georgia
$254K 10,929 +479 +5%
MAG
111
M3 Advisory Group
Massachusetts
$245K 10,529 +15 +0.1%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$240K 10,344 – –
DAS
113
Diversify Advisory Services
Utah
$232K 10,023 -6,224 -38%
AG
114
AmeriFlex Group
Nevada
$232K 9,976 +1,547 +18%
KW
115
Keyvantage Wealth
Pennsylvania
$230K 9,910 +129 +1%
AWM
116
Aprio Wealth Management
Georgia
$229K 9,858 +41 +0.4%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$209K 8,995 +189 +2%
OMC
118
Old Mission Capital
Illinois
$207K 8,889 +8,889 New
IWM
119
IHT Wealth Management
Illinois
$204K 8,789 +49 +0.6%
TC
120
TFR Capital
Texas
$200K 8,606 -631 -7%
HWMT
121
Heritage Wealth Management (Texas)
Texas
$200K 8,603 +8,603 New
GM
122
GeoWealth Management
Illinois
$198K 8,526 +8,526 New
GRP
123
Global Retirement Partners
California
$195K 8,367 +8,367 New
PS
124
Principal Securities
Iowa
$153K 6,581 +4 +0.1%
VNA
125
Valley National Advisers
Pennsylvania
$75K 3,231 – –
3 4
5
6 7