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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

88 hedge funds and large institutions have $231M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+18
Holders Change %
+25.71%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
36
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$15.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.6M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
AWM
5
AE Wealth Management
Kansas
$20M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.2M
2
Jane Street
2
Jane Street
New York
$0
3
KF
3
Krilogy Financial
Missouri
$2.24M
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$12.8M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$22.2M 961,927 -215,046 -18%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.3M 879,758 +334,948 +61%
AWM
3
AE Wealth Management
Kansas
$20M 858,668 +210,018 +32%
ATPW
4
Ashton Thomas Private Wealth
Arizona
$15.6M 675,671 +499,067 +283%
RPSA
5
Richard P. Slaughter Associates
Texas
$12.9M 558,971 -58,687 -10%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$12.8M 552,459 -65,427 -11%
Wells Fargo
7
Wells Fargo
California
$12.1M 522,677 +222,408 +74%
CFS
8
Commonwealth Financial Services
West Virginia
$11.9M 515,962 +42,079 +9%
Morgan Stanley
9
Morgan Stanley
New York
$11.6M 502,368 +296,573 +144%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.3M 489,527 +199,260 +69%
HighTower Advisors
11
HighTower Advisors
Illinois
$6.77M 293,506 +36,051 +14%
SWM
12
Scissortail Wealth Management
Oklahoma
$6.52M 279,666 +510 +0.2%
MSRI
13
Michael S. Ryan Inc
New York
$4.85M 210,048 +5,446 +3%
LPL Financial
14
LPL Financial
California
$4.74M 205,264 +28,026 +16%
CA
15
Cetera Advisors
Colorado
$4.5M 194,966 -6,073 -3%
MA
16
Mutual Advisors
Nebraska
$4.29M 185,508 +19,983 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.21M 182,113 +9,486 +5%
EWA
18
EP Wealth Advisors
California
$4.19M 181,595 +135,235 +292%
NA
19
NewEdge Advisors
Louisiana
$3.27M 141,108 -4,020 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.89M 124,951 +17,829 +17%
KF
21
Krilogy Financial
Missouri
$2.24M 96,914 -69,495 -42%
TSWM
22
Tyler-Stone Wealth Management
Ohio
$2.21M 95,727 +1,273 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.07M 89,641 +26,502 +42%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.82M 78,955 +55,670 +239%
Lido Advisors
25
Lido Advisors
California
$1.69M 72,969 +72,969 New
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