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iShares iBonds 2025 Term High Yield and Income ETF

146 hedge funds and large institutions have $360M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
46
Reduced
59
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$31.2M +$8.33M +358,618 +36%
AF
2
Arrow Financial
New York
$29.1M -$5.32M -228,880 -15%
Morgan Stanley
3
Morgan Stanley
New York
$24.8M +$235K +10,131 +1%
Raymond James Financial
4
Raymond James Financial
Florida
$22.3M -$805K -34,637 -3%
SIA
5
SkyView Investment Advisors
New Jersey
$21M +$21M +903,309 New
OIA
6
OneDigital Investment Advisors
Kansas
$19.4M +$564K +24,282 +3%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$17.3M +$689K +29,661 +4%
EWA
8
EP Wealth Advisors
California
$12.4M +$1.58M +67,794 +15%
Wells Fargo
9
Wells Fargo
California
$11.7M -$6.48M -278,872 -36%
SWM
10
Scissortail Wealth Management
Oklahoma
$8.78M +$1.13M +48,734 +15%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.35M +$126K +5,423 +2%
KTM
12
Keeler Thomas Management
Utah
$6.77M +$6.77M +291,405 New
CFG
13
Carr Financial Group
Massachusetts
$6.11M +$493K +21,221 +9%
HC
14
Hurley Capital
New York
$6M +$336K +14,479 +6%
Bank of America
15
Bank of America
North Carolina
$5.95M -$56.5K -2,431 -0.9%
LIA
16
LBMC Investment Advisors
Tennessee
$5.76M +$687K +29,558 +14%
SWP
17
Stratos Wealth Partners
Ohio
$5.02M -$626K -26,951 -11%
MSRI
18
Michael S. Ryan Inc
New York
$5.01M -$549K -23,630 -10%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.89M +$165K +7,093 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.86M +$86K +3,702 +2%
AAS
21
Avantax Advisory Services
Texas
$4.1M +$601K +25,850 +17%
KPWS
22
Kestra Private Wealth Services
Texas
$3.74M +$555K +23,897 +17%
CFS
23
Commonwealth Financial Services
West Virginia
$3.54M -$8.19M -352,624 -70%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.54M -$251K -10,777 -7%
AWS
25
Atria Wealth Solutions
New York
$3.48M -$40.2K -1,729 -1%