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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

25 hedge funds and large institutions have $33.1M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Karp Capital Management
California
$4.94M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.02M
3
Jane Street
3
Jane Street
New York
$1.13M
4
TSWM
4
Tyler-Stone Wealth Management
Ohio
$777K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.02M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$2.01M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$225K
3
PWM
3
Prentice Wealth Management
New York
$0
4
HL
4
HeadInvest LLC
Maine
$225K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$5.26M 237,513 +1,873 +0.8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.02M 226,460 +23,537 +12%
KCM
3
Karp Capital Management
California
$4.94M 222,720 +222,720 New
Osaic Holdings
4
Osaic Holdings
Arizona
$4.02M 181,369 +175,655 +3,074%
CA
5
Cetera Advisors
Colorado
$3.26M 146,871 +13,204 +10%
LPL Financial
6
LPL Financial
California
$2.4M 108,317 +1,455 +1%
FTUS
7
Flow Traders U.S.
New York
$2.01M 90,392 -133,289 -60%
Jane Street
8
Jane Street
New York
$1.13M 50,896 +50,896 New
TSWM
9
Tyler-Stone Wealth Management
Ohio
$777K 35,040 +35,040 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$739K 33,340 +4,876 +17%
IA
11
IFP Advisors
Florida
$545K 21,927 +17,927 +448%
Morgan Stanley
12
Morgan Stanley
New York
$518K 23,334 +18,175 +352%
TCCM
13
Timber Creek Capital Management
Massachusetts
$421K 18,988 +344 +2%
VNA
14
Valley National Advisers
Pennsylvania
$342K 15,264 +1,247 +9%
Wells Fargo
15
Wells Fargo
California
$286K 12,885 +3,634 +39%
Bank of America
16
Bank of America
North Carolina
$274K 12,382 +6,536 +112%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$225K 10,153 -7,955 -44%
HL
18
HeadInvest LLC
Maine
$225K 10,150 -1,275 -11%
WCM
19
Windsor Capital Management
Arizona
$222K 10,032 +10,032 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$177K 7,980 +7,980 New
PB
21
Pinnacle Bancorp
Nebraska
$116K 5,209 – –
BCPWM
22
Bradley & Co Private Wealth Management
Florida
$102K 4,608 – –
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$30K 1,350 – –
MWM
24
Mascoma Wealth Management
New Hampshire
$10K 472 – –
MFT
25
Moisand Fitzgerald Tamayo
Florida
$4K 200 – –
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