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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 %
VNA
126
Valley National Advisers
Pennsylvania
$75K – – –
BTI
127
Blue Trust Inc
Georgia
$65.2K +$233 +10 +0.4%
NSIM
128
North Star Investment Management
Illinois
$62.8K – – –
CTWM
129
Cherry Tree Wealth Management
Minnesota
$61.4K – – –
PTC
130
Private Trust Company
Ohio
$53.9K -$4.56K -196 -8%
NS
131
NBC Securities
Alabama
$46K – – –
SHIM
132
Stone House Investment Management
Pennsylvania
$45.9K -$4.07K -175 -8%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$45.7K +$45.7K +1,965 New
Comerica Bank
134
Comerica Bank
Texas
$44.3K – – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$41.9K – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$41K -$5.47K -234 -12%
FFA
137
Farther Finance Advisors
California
$35.5K – – –
PGAM
138
Princeton Global Asset Management
New Jersey
$31.2K +$395 +17 +1%
BCPWM
139
Bradley & Co Private Wealth Management
Florida
$23.3K – – –
PWA
140
Physician Wealth Advisors
Utah
$23.3K +$23.3K +1,000 New
ACA
141
Aptus Capital Advisors
Alabama
$23.1K +$93 +4 +0.4%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$16.7K -$6.47K -278 -28%
HI
143
Harbour Investments
Wisconsin
$12.4K – – –
T
144
Tableaux
Massachusetts
$9.93K +$9.93K +10,000 New
US Bancorp
145
US Bancorp
Minnesota
$9.3K +$9.3K +400 New
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 +$1.05K +45 New
SWIG
150
Strategic Wealth Investment Group
Kentucky
$419 +$419 +18 New
3 4 5
6
7