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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 %
ECM
151
Exchange Capital Management
Michigan
– -$269K -11,602 Closed
GM
152
GeoWealth Management
Illinois
– -$175K -7,523 Closed
CAS
153
Coppell Advisory Solutions
Texas
– -$10.7K -463 Closed
WT
154
Whittier Trust
California
– -$6.29K -271 Closed
Fidelity Investments
155
Fidelity Investments
Massachusetts
– -$2.58K -111 Closed
3 4 5 6
7