IBHE icon

iShares iBonds 2025 Term High Yield and Income ETF

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 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$281K
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$280K
FTUS
103
Flow Traders U.S.
New York
$279K
BCM
104
Boreal Capital Management
Florida
$274K
SWP
105
Summit Wealth Partners
Florida
$272K
CAG
106
Csenge Advisory Group
Florida
$271K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$268K
HF
108
HRT Financial
New York
$266K
PFA
109
Pure Financial Advisors
California
$261K
MAM
110
Mainsail Asset Management
Alabama
$258K
SB
111
Strategic Blueprint
Georgia
$254K
T
112
Tableaux
Massachusetts
$254K
MAG
113
M3 Advisory Group
Massachusetts
$245K
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$240K
DAS
115
Diversify Advisory Services
Utah
$232K
AG
116
AmeriFlex Group
Nevada
$232K
KW
117
Keyvantage Wealth
Pennsylvania
$230K
AWM
118
Aprio Wealth Management
Georgia
$229K
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$209K
OMC
120
Old Mission Capital
Illinois
$207K
IWM
121
IHT Wealth Management
Illinois
$204K
TC
122
TFR Capital
Texas
$200K
HWMT
123
Heritage Wealth Management (Texas)
Texas
$200K
GM
124
GeoWealth Management
Illinois
$198K
GRP
125
Global Retirement Partners
California
$195K