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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
PS
126
Principal Securities
Iowa
$153K
VNA
127
Valley National Advisers
Pennsylvania
$75K
BTI
128
Blue Trust Inc
Georgia
$65.2K
NSIM
129
North Star Investment Management
Illinois
$62.8K
CTWM
130
Cherry Tree Wealth Management
Minnesota
$61.4K
PTC
131
Private Trust Company
Ohio
$53.9K
NS
132
NBC Securities
Alabama
$46K
SHIM
133
Stone House Investment Management
Pennsylvania
$45.9K
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$45.7K
Comerica Bank
135
Comerica Bank
Texas
$44.3K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$41.9K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$41K
FFA
138
Farther Finance Advisors
California
$35.5K
PGAM
139
Princeton Global Asset Management
New Jersey
$31.2K
BCPWM
140
Bradley & Co Private Wealth Management
Florida
$23.3K
PWA
141
Physician Wealth Advisors
Utah
$23.3K
ACA
142
Aptus Capital Advisors
Alabama
$23.1K
JP Morgan Chase
143
JP Morgan Chase
New York
$16.7K
HI
144
Harbour Investments
Wisconsin
$12.4K
US Bancorp
145
US Bancorp
Minnesota
$9.3K
VWA
146
VSM Wealth Advisory
Maryland
$8.79K
MFT
147
Moisand Fitzgerald Tamayo
Florida
$4.65K
SAM
148
Smartleaf Asset Management
Massachusetts
$2.35K
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$1.05K
SWIG
150
Strategic Wealth Investment Group
Kentucky
$419