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IBHE

iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Delisted

IBHE was delisted on the 15th of December, 2025.

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62 hedge funds and large institutions have $111M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more funds holding

Funds holding: 56 → 62 (+6)

2% less capital invested

Capital invested by funds: $113M → $111M (-$2.12M)

7.82% less ownership

Funds ownership: 64.59% → 56.76% (-7.8%)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
32
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$8.21M
2
Bank of America
Bank of America
North Carolina
+$1.95M
3
NA
NewEdge Advisors
Louisiana
+$1.6M
4
CA
Cetera Advisors
Colorado
+$985K
5
FTUS
Flow Traders U.S.
New York
+$957K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$16.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$10.5M
3
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$443K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$413K
5
Wells Fargo
Wells Fargo
California
-$92.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$661K +$103K +4,519 +19%
PFM
27
Phillips Financial Management
Indiana
$603K +$479 +21 +0.1%
TFS
28
Thoroughbred Financial Services
Tennessee
$544K +$87.2K +3,828 +19%
WI
29
WrapManager Inc
California
$536K -$2.98K -131 -0.6%
SWP
30
Summit Wealth Partners
Florida
$476K +$71.2K +3,126 +18%
SS
31
Sunbelt Securities
Texas
$446K -$5.7K -250 -1%
RJA
32
Raymond James & Associates
Florida
$405K +$13.4K +586 +3%
VNA
33
Valley National Advisers
Pennsylvania
$399K +$3.6K +158 +0.9%
LNC
34
Lincoln National Corp
Pennsylvania
$384K +$70.8K +3,109 +23%
KFAA
35
Klaas Financial Asset Advisors
Illinois
$325K +$61.1K +2,681 +23%
SL
36
Sentinus LLC
Illinois
$307K -$85.5K -3,752 -22%
LIA
37
LBMC Investment Advisors
Tennessee
$277K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$266K -$10.5M -458,759 -98%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$251K +$39.1K +1,717 +19%
BFA
40
BBJS Financial Advisors
Washington
$248K +$23 +1 +0%
WCM
41
Windsor Capital Management
Arizona
$241K – – –
HL
42
HeadInvest LLC
Maine
$232K – – –
FWM
43
Fairhaven Wealth Management
Illinois
$225K +$223K +9,776 New
MFG
44
MTM Financial Group
Pennsylvania
$216K +$214K +9,400 New
DE
45
Day & Ennis
Georgia
$203K +$201K +8,806 New
GRP
46
Global Retirement Partners
California
$88.7K +$456 +20 +0.5%
NSIM
47
North Star Investment Management
Illinois
$85.1K – – –
SF
48
Safeguard Financial
Wisconsin
$77K +$77.1K +3,383 New
FFA
49
Farther Finance Advisors
California
$56.2K +$23.6K +1,035 +73%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$55.6K +$1.98K +87 +4%
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IBHE Hedge Fund Activity: Q2 2023 in Review

62 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q2 2023, worth a combined $111M — down 1.9% from $113M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBHE positions and 4 closed out — a net gain of 6 holders — while 32 added to existing stakes and 9 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $8.21M. The largest seller was Jane Street, exiting entirely with an estimated $16.1M sold.

  • 62 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $111M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 10 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q2 2023 and 4 closed out, a net change of +6 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $8.21M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q2 2023 was Jane Street, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.