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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

146 hedge funds and large institutions have $360M 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, 46 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
59
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
SkyView Investment Advisors
New Jersey
+$21M
2
LPL Financial
LPL Financial
California
+$8.33M
3
KTM
Keeler Thomas Management
Utah
+$6.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.97M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.93M

Top Sellers

1
ATPW
Ashton Thomas Private Wealth
Arizona
-$15.5M
2
CFS
Commonwealth Financial Services
West Virginia
-$8.19M
3
PPWM
PFG Private Wealth Management
Florida
-$6.59M
4
Wells Fargo
Wells Fargo
California
-$6.48M
5
AF
Arrow Financial
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
126
Blue Trust Inc
Georgia
$64.9K +$46.7K +2,008 +256%
NSIM
127
North Star Investment Management
Illinois
$62.7K – – –
CTWM
128
Cherry Tree Wealth Management
Minnesota
$61.4K – – –
PTC
129
Private Trust Company
Ohio
$58.4K -$3K -129 -5%
SHIM
130
Stone House Investment Management
Pennsylvania
$50K +$50K +2,150 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$46K -$133K -5,759 -74%
NS
132
NBC Securities
Alabama
$46K +$46K +1,987 +198,700%
Comerica Bank
133
Comerica Bank
Texas
$44.2K -$96.9K -4,169 -69%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$41.8K – – –
FFA
135
Farther Finance Advisors
California
$35.3K – – –
PGAM
136
Princeton Global Asset Management
New Jersey
$30.8K +$302 +13 +1%
CCM
137
Coldstream Capital Management
Washington
$25.3K +$25.3K +1,089 New
LWANC
138
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.2K – – –
BCPWM
139
Bradley & Co Private Wealth Management
Florida
$23.2K – – –
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$23.2K -$191K -8,215 -89%
ACA
141
Aptus Capital Advisors
Alabama
$22.9K +$70 +3 +0.3%
PA
142
PSI Advisors
Florida
$16.2K – – –
HI
143
Harbour Investments
Wisconsin
$12.4K – – –
VWA
144
VSM Wealth Advisory
Maryland
$8.79K – – –
MFT
145
Moisand Fitzgerald Tamayo
Florida
$4.65K – – –
SAM
146
Smartleaf Asset Management
Massachusetts
$2.35K +$2.35K +101 New
JWCA
147
J.W. Cole Advisors
Florida
– -$3.43M -147,820 Closed
TSS
148
Two Sigma Securities
New York
– -$629K -27,132 Closed
OMC
149
Old Mission Capital
Illinois
– -$419K -18,071 Closed
TFS
150
Thoroughbred Financial Services
Tennessee
– -$300K -12,938 Closed
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