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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

70 hedge funds and large institutions have $183M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
14
Increased
34
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$27M
2
AWM
2
AE Wealth Management
Kansas
$14.9M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$14.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.66M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
RPSA
2
Richard P. Slaughter Associates
Texas
$14.2M
3
SCA
3
Snowden Capital Advisors
New York
$0
4
KF
4
Krilogy Financial
Missouri
$3.82M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$27M 1,176,973 +771,689 +190%
AWM
2
AE Wealth Management
Kansas
$14.9M 648,650 +648,650 New
RPSA
3
Richard P. Slaughter Associates
Texas
$14.2M 617,658 -229,101 -27%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$14.1M 617,886 +617,886 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.5M 544,810 +533,890 +4,889%
CFS
6
Commonwealth Financial Services
West Virginia
$10.9M 473,883 +473,883 New
Wells Fargo
7
Wells Fargo
California
$6.89M 300,269 +10,136 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$6.66M 290,267 +261,508 +909%
SWM
9
Scissortail Wealth Management
Oklahoma
$6.31M 279,156 +2,704 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.89M 257,455 +4,924 +2%
Morgan Stanley
11
Morgan Stanley
New York
$4.72M 205,795 +12,907 +7%
MSRI
12
Michael S. Ryan Inc
New York
$4.65M 204,602 +26,603 +15%
CA
13
Cetera Advisors
Colorado
$4.61M 201,039 +13,474 +7%
LPL Financial
14
LPL Financial
California
$4.06M 177,238 +2,328 +1%
ATPW
15
Ashton Thomas Private Wealth
Arizona
$4.05M 176,604 +176,604 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.96M 172,627 -12,180 -7%
KF
17
Krilogy Financial
Missouri
$3.82M 166,409 -25,183 -13%
MA
18
Mutual Advisors
Nebraska
$3.8M 165,525 +2,309 +1%
NA
19
NewEdge Advisors
Louisiana
$3.33M 145,128 +44,324 +44%
Jane Street
20
Jane Street
New York
$2.83M 123,455 +123,455 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.46M 107,122 +58,139 +119%
TSWM
22
Tyler-Stone Wealth Management
Ohio
$2.17M 94,454 -1,617 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.45M 63,139 +10,204 +19%
GBWM
24
Granite Bay Wealth Management
New Hampshire
$1.44M 63,000 +63,000 New
IA
25
IFP Advisors
Florida
$1.32M 57,359 +9,147 +19%
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