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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

138 hedge funds and large institutions have $612M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
36
Increased
58
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$18.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$7.63M
4
LPL Financial
4
LPL Financial
California
$22.9M
5
EWA
5
EP Wealth Advisors
California
$10.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.02M
2
Bank of America
2
Bank of America
North Carolina
$5.99M
3
MA
3
Mutual Advisors
Nebraska
$392K
4
DP
4
Denver PWM
Colorado
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$247M 10,630 +86 +0.8%
AF
2
Arrow Financial
New York
$34.3M 1,479,655 +42,147 +3%
Morgan Stanley
3
Morgan Stanley
New York
$24.5M 1,056,494 +707,877 +203%
Raymond James Financial
4
Raymond James Financial
Florida
$23M 992,425 +992,425 New
LPL Financial
5
LPL Financial
California
$22.9M 984,955 +180,767 +22%
OIA
6
OneDigital Investment Advisors
Kansas
$18.8M 808,819 +782,999 +3,033%
Wells Fargo
7
Wells Fargo
California
$18.2M 784,306 +18,878 +2%
MAWAG
8
Mid-American Wealth Advisory Group
Missouri
$16.6M 714,500 +37,054 +5%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$15.9M 684,954 +62,136 +10%
CFS
10
Commonwealth Financial Services
West Virginia
$11.7M 505,108 -3,170 -0.6%
EWA
11
EP Wealth Advisors
California
$10.8M 466,300 +111,340 +31%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.21M 353,952 +17,784 +5%
SWM
13
Scissortail Wealth Management
Oklahoma
$7.63M 328,966 +328,540 +77,122%
PPWM
14
PFG Private Wealth Management
Florida
$6.65M 286,479 +17,633 +7%
Bank of America
15
Bank of America
North Carolina
$5.99M 258,269 -426,617 -62%
HC
16
Hurley Capital
New York
$5.65M 243,677 +243,677 New
SWP
17
Stratos Wealth Partners
Ohio
$5.63M 242,878 +41,598 +21%
CFG
18
Carr Financial Group
Massachusetts
$5.6M 241,480 +102,207 +73%
MSRI
19
Michael S. Ryan Inc
New York
$5.55M 239,275 +3,583 +2%
LIA
20
LBMC Investment Advisors
Tennessee
$5.06M 218,140 +41,115 +23%
LFS
21
Littlejohn Financial Services
Oregon
$4.87M 210,003 +210,003 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.77M 205,540 +35,577 +21%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$4.71M 203,112 +6,971 +4%
Lido Advisors
24
Lido Advisors
California
$4.13M 178,178 +37,288 +26%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.78M 162,992 -36,927 -18%
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