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iShares iBonds 2025 Term High Yield and Income ETF

147 hedge funds and large institutions have $361M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

41% less capital invested

Capital invested by funds: $612M → $361M (-$251M)

Holders
147
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
PPWM
126
PFG Private Wealth Management
Florida
$72.3K
BTI
127
Blue Trust Inc
Georgia
$64.9K
NSIM
128
North Star Investment Management
Illinois
$62.7K
CTWM
129
Cherry Tree Wealth Management
Minnesota
$61.4K
PTC
130
Private Trust Company
Ohio
$58.4K
SHIM
131
Stone House Investment Management
Pennsylvania
$50K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$46K
NS
133
NBC Securities
Alabama
$46K
Comerica Bank
134
Comerica Bank
Texas
$44.2K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$41.8K
FFA
136
Farther Finance Advisors
California
$35.3K
PGAM
137
Princeton Global Asset Management
New Jersey
$30.8K
CCM
138
Coldstream Capital Management
Washington
$25.3K
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.2K
BCPWM
140
Bradley & Co Private Wealth Management
Florida
$23.2K
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$23.2K
ACA
142
Aptus Capital Advisors
Alabama
$22.9K
PA
143
PSI Advisors
Florida
$16.2K
HI
144
Harbour Investments
Wisconsin
$12.4K
VWA
145
VSM Wealth Advisory
Maryland
$8.79K
MFT
146
Moisand Fitzgerald Tamayo
Florida
$4.65K
SAM
147
Smartleaf Asset Management
Massachusetts
$2.35K
JWCA
148
J.W. Cole Advisors
Florida
TSS
149
Two Sigma Securities
New York
OMC
150
Old Mission Capital
Illinois