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IBHE

iShares iBonds 2025 Term High Yield and Income ETF

Delisted

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

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 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 148149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.95% less ownership

Funds ownership: 61.04%60.09% (-0.95%)

8% less capital invested

Capital invested by funds: $362M → $333M (-$28.8M)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
57
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$3.24M -$192K -8,297 -6%
CFS
27
Commonwealth Financial Services
West Virginia
$2.86M -$688K -29,686 -19%
PAG
28
Private Advisor Group
New Jersey
$2.83M -$350K -15,081 -11%
TSWM
29
Tyler-Stone Wealth Management
Ohio
$2.8M -$336K -14,472 -11%
CL
30
COWA LLC
Oklahoma
$2.67M +$197K +8,506 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.57M +$406K +17,509 +19%
CSA
32
Cottage Street Advisors
Massachusetts
$2.05M +$164K +7,081 +9%
AWM
33
AE Wealth Management
Kansas
$2.02M +$223K +9,623 +12%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.99M +$25.6K +1,103 +1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.85M -$51.9K -2,238 -3%
SPWM
36
Straight Path Wealth Management
Michigan
$1.83M -$62.5K -2,696 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.82M -$109K -4,711 -6%
E3F
38
Eight 31 Financial
Texas
$1.81M -$23.5K -1,014 -1%
SFS
39
Sowell Financial Services
Arkansas
$1.74M +$17.4K +752 +1%
KF
40
Krilogy Financial
Missouri
$1.7M -$60.1K -2,592 -3%
EWM
41
Endowment Wealth Management
Wisconsin
$1.57M +$79.6K +3,432 +5%
IF
42
Ironwood Financial
Arizona
$1.49M
KAS
43
Kestra Advisory Services
Texas
$1.47M +$561K +24,211 +62%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.46M +$942K +40,634 +182%
IAIM
45
International Assets Investment Management
Florida
$1.34M -$9.28K -400 -0.7%
SWM
46
Spire Wealth Management
Virginia
$1.31M +$449K +19,363 +52%
SIA
47
Summit Investment Advisors
Maryland
$1.3M +$7.12K +307 +0.6%
IA
48
IFP Advisors
Florida
$1.25M -$376K -16,195 -23%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$1.15M -$101K -4,358 -8%
LPFG
50
Landing Point Financial Group
Ohio
$1.14M -$41.3K -1,779 -3%

IBHE Hedge Fund Activity: Q2 2025 in Review

149 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q2 2025, worth a combined $333M — down 8% from $362M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBHE positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Jane Street, adding an estimated $1.84M. The largest seller was Raymond James Financial, cutting an estimated $9.35M.

  • 149 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q2 2025, up from 148 in Q1 2025.
  • Funds reported $333M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q2 2025, down 8% quarter-over-quarter.
  • 17 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q2 2025 and 15 closed out, a net change of +2 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q2 2025 was Jane Street, an estimated $1.84M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q2 2025 was Raymond James Financial, an estimated $9.35M sold.

Based on aggregated 13F filings for Q2 2025.