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iShares iBonds 2025 Term High Yield and Income ETF

149 hedge funds and large institutions have $333M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+3
Holders Change %
+2.05%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
58
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$31.6M +$384K +16,501 +1%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M -$1.01M -43,222 -4%
SIA
3
SkyView Investment Advisors
New Jersey
$22.6M +$1.55M +66,764 +7%
OIA
4
OneDigital Investment Advisors
Kansas
$20.3M +$902K +38,773 +5%
AF
5
Arrow Financial
New York
$20.2M -$8.89M -382,099 -31%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$13.9M -$3.39M -145,845 -20%
Raymond James Financial
7
Raymond James Financial
Florida
$12.9M -$9.37M -403,117 -42%
Wells Fargo
8
Wells Fargo
California
$11.9M +$109K +4,676 +0.9%
EWA
9
EP Wealth Advisors
California
$11.2M -$1.19M -50,990 -10%
SWM
10
Scissortail Wealth Management
Oklahoma
$8.9M +$117K +5,014 +1%
KTM
11
Keeler Thomas Management
Utah
$8.12M +$1.34M +57,583 +20%
HC
12
Hurley Capital
New York
$6.2M +$194K +8,352 +3%
LIA
13
LBMC Investment Advisors
Tennessee
$5.87M +$113K +4,841 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.4M +$536K +23,039 +11%
SWP
15
Stratos Wealth Partners
Ohio
$5.29M +$268K +11,536 +5%
MSRI
16
Michael S. Ryan Inc
New York
$5.07M +$55.2K +2,374 +1%
Bank of America
17
Bank of America
North Carolina
$5.02M -$930K -39,972 -16%
AAS
18
Avantax Advisory Services
Texas
$4.87M +$770K +33,090 +19%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.81M -$74.6K -3,208 -2%
KPWS
20
Kestra Private Wealth Services
Texas
$3.78M +$38.3K +1,649 +1%
CFG
21
Carr Financial Group
Massachusetts
$3.57M -$2.53M -108,998 -41%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.5M -$27.4K -1,182 -0.8%
Jane Street
23
Jane Street
New York
$3.47M +$1.85M +79,495 +114%
AWS
24
Atria Wealth Solutions
New York
$3.44M -$43.6K -1,876 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.34M -$41.2K -1,771 -1%