iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
21 hedge funds and large institutions have $23.3M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 5 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
3.21% more ownership
Funds ownership: 57.82% → 61.03% (+3.2%)
2% less capital invested
Capital invested by funds: $23.7M → $23.3M (-$418K)
5% less funds holding
Funds holding: 22 → 21 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$2.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$253K |
| 4 |
PB
Pinnacle Bancorp
Beatrice,
Nebraska
|
+$121K |
| 5 |
Morgan Stanley
New York
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$822K |
| 3 |
Jane Street
New York
|
-$469K |
| 4 |
DE
Day & Ennis
Macon,
Georgia
|
-$288K |
| 5 |
HL
HeadInvest LLC
Portland,
Maine
|
-$32.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$3K | -138 | Closed |
|
IBHE Hedge Fund Activity: Q2 2022 in Review
21 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q2 2022, worth a combined $23.3M — down 1.8% from $23.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IBHE and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 12 added.
The largest buyer was Flow Traders U.S., adding an estimated $2.9M. The largest seller was Wells Fargo, cutting an estimated $2.09M.
- 21 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q2 2022, down from 22 in Q1 2022.
- Funds reported $23.3M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q2 2022, down 1.8% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q2 2022 and 5 closed out, a net change of -1 holder.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q2 2022 was Flow Traders U.S., an estimated $2.9M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q2 2022 was Wells Fargo, an estimated $2.09M sold.
Based on aggregated 13F filings for Q2 2022.