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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

42 hedge funds and large institutions have $58.3M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+17
Holders Change %
+68%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPSA
1
Richard P. Slaughter Associates
Texas
$5.51M
2
SCA
2
Snowden Capital Advisors
New York
$4.13M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.85M
4
Bank of America
4
Bank of America
North Carolina
$4.04M
5
MA
5
Mutual Advisors
Nebraska
$2.89M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.55M
3
CA
3
Cetera Advisors
Colorado
$2.97M
4
TCCM
4
Timber Creek Capital Management
Massachusetts
$129K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$7.85M 348,654 +167,285 +92%
RPSA
2
Richard P. Slaughter Associates
Texas
$5.51M 244,797 +244,797 New
HighTower Advisors
3
HighTower Advisors
Illinois
$5.37M 238,923 +1,410 +0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.55M 202,120 -24,340 -11%
SCA
5
Snowden Capital Advisors
New York
$4.13M 183,304 +183,304 New
Bank of America
6
Bank of America
North Carolina
$4.04M 179,455 +167,073 +1,349%
LPL Financial
7
LPL Financial
California
$3.42M 151,948 +43,631 +40%
Morgan Stanley
8
Morgan Stanley
New York
$3.14M 139,499 +116,165 +498%
CA
9
Cetera Advisors
Colorado
$2.97M 131,947 -14,924 -10%
MA
10
Mutual Advisors
Nebraska
$2.89M 128,177 +128,177 New
Jane Street
11
Jane Street
New York
$2.85M 126,810 +75,914 +149%
Wells Fargo
12
Wells Fargo
California
$1.89M 83,845 +70,960 +551%
TSWM
13
Tyler-Stone Wealth Management
Ohio
$1.84M 81,691 +46,651 +133%
IA
14
IFP Advisors
Florida
$889K 35,656 +13,729 +63%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$867K 38,528 +5,188 +16%
WRPWM
16
Werba Rubin Papier Wealth Management
California
$669K 29,727 +29,727 New
IF
17
Ironwood Financial
Arizona
$639K 28,378 +28,378 New
WI
18
WrapManager Inc
California
$533K 23,671 +23,671 New
RSWM
19
Robertson Stephens Wealth Management
California
$501K 22,275 +22,275 New
SS
20
Sunbelt Securities
Texas
$460K 20,452 +20,452 New
TFS
21
Thoroughbred Financial Services
Tennessee
$448K 19,940 +19,940 New
VNA
22
Valley National Advisers
Pennsylvania
$394K 17,218 +1,954 +13%
SWP
23
Summit Wealth Partners
Florida
$316K 14,034 +14,034 New
RJA
24
Raymond James & Associates
Florida
$259K 11,500 +11,500 New
BFA
25
BBJS Financial Advisors
Washington
$240K 10,672 +10,672 New
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