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iShares iBonds 2025 Term High Yield and Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
101
Csenge Advisory Group
Florida
$259K +$259K +11,165 New
FWM
102
Fairhaven Wealth Management
Illinois
$250K -$17.7K -765 -7%
Ameriprise
103
Ameriprise
Minnesota
$246K +$246K +10,613 New
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$240K +$7.49K +323 +3%
HBT
105
Heartland Bank & Trust
Illinois
$232K +$232K +10,002 New
KW
106
Keyvantage Wealth
Pennsylvania
$225K +$225K +9,691 New
ATC
107
Argent Trust Co
Tennessee
$216K +$216K +9,318 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$216K +$11.6K +500 +6%
TC
109
TFR Capital
Texas
$214K +$214K +9,237 New
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$214K +$214K +9,212 New
BFC
111
Bedel Financial Consulting
Indiana
$213K +$10K +431 +5%
IWM
112
IHT Wealth Management
Illinois
$202K +$202K +8,705 New
PA
113
Parallel Advisors
California
$192K +$8.12K +350 +4%
GRP
114
Global Retirement Partners
California
$183K +$1.9K +82 +1%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$180K
GM
116
GeoWealth Management
Illinois
$175K +$59.8K +2,577 +52%
PS
117
Principal Securities
Iowa
$153K -$3.41K -147 -2%
Comerica Bank
118
Comerica Bank
Texas
$141K
VNA
119
Valley National Advisers
Pennsylvania
$74K
NSIM
120
North Star Investment Management
Illinois
$62.6K
PTC
121
Private Trust Company
Ohio
$61.3K +$18.7K +804 +44%
CTWM
122
Cherry Tree Wealth Management
Minnesota
$61.3K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$41.8K
FFA
124
Farther Finance Advisors
California
$35.4K
PGAM
125
Princeton Global Asset Management
New Jersey
$30.4K +$627 +27 +2%