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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

101 hedge funds and large institutions have $282M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
45
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPSA
1
Richard P. Slaughter Associates
Texas
$27.7M
2
AF
2
Arrow Financial
New York
$11.3M
3
PPWM
3
PFG Private Wealth Management
Florida
$5.87M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.77M
5
PAG
5
Private Advisor Group
New Jersey
$3.55M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.95M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
NL
4
NWAM LLC
Washington
$312K
5
TSWM
5
Tyler-Stone Wealth Management
Ohio
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
RPSA
1
Richard P. Slaughter Associates
Texas
$27.7M 1,184,193 +625,222 +112%
Bank of America
2
Bank of America
North Carolina
$25.2M 1,077,824 +115,897 +12%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.1M 903,710 +23,952 +3%
ATPW
4
Ashton Thomas Private Wealth
Arizona
$15.7M 672,437 -3,234 -0.5%
Wells Fargo
5
Wells Fargo
California
$15.7M 671,696 +149,019 +29%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$14.8M 634,580 +145,053 +30%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$14.7M 628,987 +76,528 +14%
CFS
8
Commonwealth Financial Services
West Virginia
$11.9M 515,194 -768 -0.1%
AF
9
Arrow Financial
New York
$11.3M 483,918 +470,496 +3,505%
HighTower Advisors
10
HighTower Advisors
Illinois
$7.13M 305,213 +11,707 +4%
Morgan Stanley
11
Morgan Stanley
New York
$6.95M 297,287 -205,081 -41%
SWM
12
Scissortail Wealth Management
Oklahoma
$6.5M 278,215 -1,451 -0.5%
EWA
13
EP Wealth Advisors
California
$5.98M 255,620 +74,025 +41%
PPWM
14
PFG Private Wealth Management
Florida
$5.87M 251,207 +251,207 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.77M 246,713 +235,519 +2,104%
CA
16
Cetera Advisors
Colorado
$5.44M 232,561 +37,595 +19%
MA
17
Mutual Advisors
Nebraska
$5.16M 220,557 +35,049 +19%
MSRI
18
Michael S. Ryan Inc
New York
$5.11M 218,370 +8,322 +4%
LPL Financial
19
LPL Financial
California
$4.72M 201,706 -3,558 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.13M 176,579 -5,534 -3%
PAG
21
Private Advisor Group
New Jersey
$3.55M 151,660 +151,660 New
Osaic Holdings
22
Osaic Holdings
Arizona
$3.35M 143,176 +64,221 +81%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.19M 136,301 +11,350 +9%
NA
24
NewEdge Advisors
Louisiana
$3.1M 132,638 -8,470 -6%
AWM
25
AE Wealth Management
Kansas
$2.8M 119,938 -738,730 -86%
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