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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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71 hedge funds and large institutions have $183M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

65% more capital invested

Capital invested by funds: $111M → $183M (+$72.2M)

17.29% more ownership

Funds ownership: 56.76% → 74.05% (+17%)

15% more funds holding

Funds holding: 62 → 71 (+9)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
14
Increased
35
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$17.7M
2
AWM
AE Wealth Management
Kansas
+$14.9M
3
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$14.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.99M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.29M
2
RPSA
Richard P. Slaughter Associates
Texas
-$5.25M
3
SCA
Snowden Capital Advisors
New York
-$4.73M
4
KF
Krilogy Financial
Missouri
-$577K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$279K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$1.14M +$175K +7,648 +18%
EWA
27
EP Wealth Advisors
California
$1.06M +$1.06M +46,360 New
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$1.03M +$18.7K +818 +2%
IWC
29
Integrated Wealth Concepts
Massachusetts
$915K +$39.9K +1,740 +5%
SPWM
30
Straight Path Wealth Management
Michigan
$858K +$83.5K +3,643 +11%
WRPWM
31
Werba Rubin Papier Wealth Management
California
$757K -$76.3K -3,328 -9%
IF
32
Ironwood Financial
Arizona
$749K +$38.9K +1,695 +5%
TFS
33
Thoroughbred Financial Services
Tennessee
$605K +$62.9K +2,744 +12%
PFM
34
Phillips Financial Management
Indiana
$601K +$527 +23 +0.1%
WI
35
WrapManager Inc
California
$571K +$37.2K +1,625 +7%
HCM
36
Howland Capital Management
Massachusetts
$567K +$567K +24,730 New
Osaic Holdings
37
Osaic Holdings
Arizona
$534K +$268K +11,705 +101%
SWP
38
Summit Wealth Partners
Florida
$486K +$11.7K +510 +2%
SS
39
Sunbelt Securities
Texas
$445K – – –
VNA
40
Valley National Advisers
Pennsylvania
$400K +$2.89K +126 +0.7%
RJA
41
Raymond James & Associates
Florida
$388K -$14.9K -652 -4%
KFAA
42
Klaas Financial Asset Advisors
Illinois
$382K +$58.7K +2,562 +18%
LNC
43
Lincoln National Corp
Pennsylvania
$377K -$6.6K -288 -2%
LIA
44
LBMC Investment Advisors
Tennessee
$323K +$50.7K +2,213 +18%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$275K +$275K +12,015 New
SWA
46
Sightline Wealth Advisors
Connecticut
$268K +$267K +11,666 New
BFA
47
BBJS Financial Advisors
Washington
$247K +$46 +2 +0%
WCM
48
Windsor Capital Management
Arizona
$247K +$6.49K +283 +3%
HL
49
HeadInvest LLC
Maine
$230K – – –
FWM
50
Fairhaven Wealth Management
Illinois
$224K – – –
1
2
3

IBHE Hedge Fund Activity: Q3 2023 in Review

71 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q3 2023, worth a combined $183M — up 65% from $111M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBHE positions and 4 closed out — a net gain of 10 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $17.7M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $8.29M sold.

  • 71 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $183M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q3 2023, up 65% quarter-over-quarter.
  • 14 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q3 2023 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q3 2023 was Bank of America, an estimated $17.7M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q3 2023 was JP Morgan Chase, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2023.