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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 %
Creative Planning
101
Creative Planning
Kansas
$281K -$19.4K -836 -6%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$280K – – –
FTUS
103
Flow Traders U.S.
New York
$279K -$328K -14,108 -54%
BCM
104
Boreal Capital Management
Florida
$274K – – –
SWP
105
Summit Wealth Partners
Florida
$272K -$92.3K -3,968 -25%
CAG
106
Csenge Advisory Group
Florida
$271K -$7.29K -314 -3%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$268K +$268K +11,522 New
HF
108
HRT Financial
New York
$266K +$266K +11,443 New
PFA
109
Pure Financial Advisors
California
$261K +$261K +11,207 New
MAM
110
Mainsail Asset Management
Alabama
$258K +$1.05K +45 +0.4%
SB
111
Strategic Blueprint
Georgia
$254K +$11.1K +479 +5%
MAG
112
M3 Advisory Group
Massachusetts
$245K +$349 +15 +0.1%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$240K – – –
DAS
114
Diversify Advisory Services
Utah
$232K -$144K -6,224 -38%
AG
115
AmeriFlex Group
Nevada
$232K +$36K +1,547 +18%
KW
116
Keyvantage Wealth
Pennsylvania
$230K +$3K +129 +1%
AWM
117
Aprio Wealth Management
Georgia
$229K +$953 +41 +0.4%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$209K +$4.4K +189 +2%
OMC
119
Old Mission Capital
Illinois
$207K +$207K +8,889 New
IWM
120
IHT Wealth Management
Illinois
$204K +$1.14K +49 +0.6%
TC
121
TFR Capital
Texas
$200K -$14.7K -631 -7%
HWMT
122
Heritage Wealth Management (Texas)
Texas
$200K +$200K +8,603 New
GM
123
GeoWealth Management
Illinois
$198K +$198K +8,526 New
GRP
124
Global Retirement Partners
California
$195K +$195K +8,367 New
PS
125
Principal Securities
Iowa
$153K +$93 +4 +0.1%
3 4
5
6 7