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iShares iBonds 2025 Term High Yield and Income ETF (IBHE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares iBonds 2025 Term High Yield and Income ETF (BATS:IBHE)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$18.83M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$87.98K
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IBHE Institutional Buying and Selling by Quarter

iShares iBonds 2025 Term High Yield and Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Klaas Financial Asset Advisors LLC14,990$350K0.1%-3.4%0.072%
4/25/2024 Cambridge Investment Research Advisors Inc.99,501$2.33M0.0%+11.0%0.476%
4/22/2024Ashton Thomas Private Wealth LLC672,437$15.72M0.9%-0.5%3.217%
4/18/2024 Exchange Capital Management Inc.10,770$252K0.0%N/A0.120%
4/15/2024 Sunbelt Securities Inc.20,190$472K0.1%+4.1%0.224%
4/12/2024 Lbmc Investment Advisors LLC111,609$2.61M0.2%+679.5%1.240%
4/5/2024 GAMMA Investing LLC23,298$545K0.1%N/A0.259%
2/12/2024Arrow Financial Corp13,422$310K0.0%N/A0.149%
2/9/2024 Cambridge Investment Research Advisors Inc.89,641$2.07M0.0%+42.0%0.996%
1/30/2024Scissortail Wealth Management LLC279,666$6.52M2.1%+0.2%3.107%
11/13/2023Cary Street Partners Investment Advisory LLC7,082$162K0.0%+192.8%0.079%
11/4/2023 NBC Securities Inc.1,988$45K0.0%N/A0.022%
10/24/2023 Cambridge Investment Research Advisors Inc.63,139$1.45M0.0%+19.3%0.702%
10/23/2023Scissortail Wealth Management LLC279,156$6.32M5.0%+1.0%3.102%
10/5/2023 Lbmc Investment Advisors LLC14,263$323K0.0%+18.4%0.158%
9/12/2023Farther Finance Advisors LLC2,444$56K0.0%+73.5%0.027%
8/9/2023Flow Traders U.S. LLC42,011$966K0.0%N/A0.489%
7/20/2023Scissortail Wealth Management LLC276,452$6.36M5.2%+2.8%3.215%
7/13/2023 Cambridge Investment Research Advisors Inc.52,935$1.22M0.0%+28.0%0.616%
5/15/2023Cary Street Partners Asset Management LLC3,542$81K0.0%N/A0.046%
5/5/2023Scissortail Wealth Management LLC269,045$6.16M0.0%+2,497.2%3.494%
5/4/2023Scissortail Wealth Management LLC268,789$126.59B4.9%+2,494.7%3.491%
5/3/2023Integrated Wealth Concepts LLC27,906$639K0.0%N/A0.362%
4/27/2023North Star Investment Management Corp.3,700$85K0.0%N/A0.048%
4/14/2023 Pinnacle Bancorp Inc.3,295$75K0.0%-36.7%0.043%
4/10/2023 Lbmc Investment Advisors LLC12,050$276K0.0%N/A0.156%
2/6/2023Parallel Advisors LLC1,100$25K0.0%N/A0.000%
1/23/2023 Timber Creek Capital Management LLC5,715$129K0.0%-69.9%0.000%
12/28/2022Headinvest LLC10,150$225K0.1%-11.2%0.000%
(Data available from 1/1/2016 forward)

IBHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHE shares?

During the previous two years, 20 institutional investors and hedge funds held shares of iShares iBonds 2025 Term High Yield and Income ETF. The most heavily invested institutionals were Ashton Thomas Private Wealth LLC ($15.72M), Scissortail Wealth Management LLC ($6.52M), Lbmc Investment Advisors LLC ($2.61M), Cambridge Investment Research Advisors Inc. ($2.33M), Flow Traders U.S. LLC ($966K), Integrated Wealth Concepts LLC ($639K), and GAMMA Investing LLC ($545K).Learn more on IBHE's institutional investors.

Which institutional investors have been buying iShares iBonds 2025 Term High Yield and Income ETF stock?

Of the 15 institutional investors that purchased iShares iBonds 2025 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Scissortail Wealth Management LLC ($527.74K), Lbmc Investment Advisors LLC ($111.55K), Cambridge Investment Research Advisors Inc. ($58.14K), Flow Traders U.S. LLC ($42.01K), Integrated Wealth Concepts LLC ($27.91K), GAMMA Investing LLC ($23.30K), and Arrow Financial Corp ($13.42K).

How much institutional buying is happening at iShares iBonds 2025 Term High Yield and Income ETF?

Institutional investors have bought a total of 831,655 shares in the last 24 months. This purchase volume represents approximately $19.13M in transactions.

Which iShares iBonds 2025 Term High Yield and Income ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds 2025 Term High Yield and Income ETF stock in the last 24 months: Timber Creek Capital Management LLC ($13.27K), Ashton Thomas Private Wealth LLC ($3.23K), Pinnacle Bancorp Inc. ($1.91K), Headinvest LLC ($1.28K), and Klaas Financial Asset Advisors LLC ($529.00).

How much institutional selling is happening at iShares iBonds 2025 Term High Yield and Income ETF?

Institutional investors have sold a total of 20,225 shares in the last 24 months. This volume of shares sold represents approximately $458.88K in transactions.


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This page (BATS:IBHE) was last updated on 4/26/2024 by MarketBeat.com Staff

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