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iShares iBonds 2025 Term High Yield and Income ETF

110 hedge funds and large institutions have $323M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
59
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
1
Arrow Financial
New York
$33.5M 1,437,508 +162,488 +13%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$21.1M 906,821 -66,375 -7%
LPL Financial
3
LPL Financial
California
$18.7M 804,188 +420,793 +110%
Wells Fargo
4
Wells Fargo
California
$17.8M 765,428 +73,721 +11%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$16.5M 708,032 +35,849 +5%
Bank of America
6
Bank of America
North Carolina
$16M 684,886 -535,371 -44%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$15.8M 677,446 +47,414 +8%
ATPW
8
Ashton Thomas Private Wealth
Arizona
$14.5M 622,818 -17,007 -3%
CFS
9
Commonwealth Financial Services
West Virginia
$11.8M 508,278 -13,487 -3%
EWA
10
EP Wealth Advisors
California
$8.27M 354,960 +85,940 +32%
Morgan Stanley
11
Morgan Stanley
New York
$8.12M 348,617 +19,696 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.83M 336,168 +5,971 +2%
SWM
13
Scissortail Wealth Management
Oklahoma
$7.5M 426 -284,968 -100%
PPWM
14
PFG Private Wealth Management
Florida
$6.26M 268,846 +5,202 +2%
DP
15
Denver PWM
Colorado
$6.19M 265,674 +17,067 +7%
MA
16
Mutual Advisors
Nebraska
$5.87M 252,477 +10,279 +4%
MSRI
17
Michael S. Ryan Inc
New York
$5.49M 235,692 +11,391 +5%
SWP
18
Stratos Wealth Partners
Ohio
$4.69M 201,280 -2,329 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.66M 199,919 +13,110 +7%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.57M 196,141 -51,753 -21%
RJA
21
Raymond James & Associates
Florida
$4.24M 182,131 +111,910 +159%
LIA
22
LBMC Investment Advisors
Tennessee
$4.12M 177,025 +33,115 +23%
JWCA
23
J.W. Cole Advisors
Florida
$4.03M 172,972 +46,414 +37%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.96M 169,963 +28,940 +21%
PAG
25
Private Advisor Group
New Jersey
$3.86M 165,765 +5,826 +4%