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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

61 hedge funds and large institutions have $111M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
32
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.29M
2
Bank of America
2
Bank of America
North Carolina
$9.32M
3
NA
3
NewEdge Advisors
Louisiana
$2.32M
4
CA
4
Cetera Advisors
Colorado
$4.31M
5
FTUS
5
Flow Traders U.S.
New York
$966K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$266K
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.25M
5
Wells Fargo
5
Wells Fargo
California
$6.67M
Name Market Value Shares Shares
Change 		Shares
Change %
RPSA
1
Richard P. Slaughter Associates
Texas
$19.5M 846,759 +15,450 +2%
Bank of America
2
Bank of America
North Carolina
$9.32M 405,284 +85,619 +27%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.29M 360,231 +360,231 New
Wells Fargo
4
Wells Fargo
California
$6.67M 290,133 -4,069 -1%
SWM
5
Scissortail Wealth Management
Oklahoma
$6.36M 276,452 +7,407 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.79M 252,531 +11,712 +5%
SCA
7
Snowden Capital Advisors
New York
$4.73M 205,549 +9,392 +5%
Morgan Stanley
8
Morgan Stanley
New York
$4.44M 192,888 +11,111 +6%
KF
9
Krilogy Financial
Missouri
$4.41M 191,592 +2,803 +1%
CA
10
Cetera Advisors
Colorado
$4.31M 187,565 +43,227 +30%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.25M 184,807 -18,134 -9%
MSRI
12
Michael S. Ryan Inc
New York
$4.06M 177,999 +177,999 New
LPL Financial
13
LPL Financial
California
$4.02M 174,910 +8,478 +5%
MA
14
Mutual Advisors
Nebraska
$3.75M 163,216 +21,783 +15%
NA
15
NewEdge Advisors
Louisiana
$2.32M 100,804 +70,358 +231%
TSWM
16
Tyler-Stone Wealth Management
Ohio
$2.21M 96,071 +96,071 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.22M 52,935 +11,575 +28%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.13M 48,983 +6,709 +16%
IA
19
IFP Advisors
Florida
$1.11M 48,212 +9,602 +25%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$1.02M 44,186 +785 +2%
FTUS
21
Flow Traders U.S.
New York
$966K 42,011 +42,011 New
IWC
22
Integrated Wealth Concepts
Massachusetts
$877K 38,145 +10,239 +37%
WRPWM
23
Werba Rubin Papier Wealth Management
California
$835K 36,325 +3,328 +10%
SPWM
24
Straight Path Wealth Management
Michigan
$777K 33,784 +6,885 +26%
IF
25
Ironwood Financial
Arizona
$712K 30,949 -3,172 -9%
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