IBHE

iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Delisted

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

141 hedge funds and large institutions have $277M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.91M
SPWM
27
Straight Path Wealth Management
Michigan
$1.79M
KF
28
Krilogy Financial
Missouri
$1.78M
Jane Street
29
Jane Street
New York
$1.76M
KAS
30
Kestra Advisory Services
Texas
$1.62M
CFG
31
Carr Financial Group
Massachusetts
$1.58M
SFS
32
Sowell Financial Services
Arkansas
$1.56M
EWM
33
Endowment Wealth Management
Wisconsin
$1.53M
PFM
34
Phillips Financial Management
Indiana
$1.52M
CSA
35
Cottage Street Advisors
Massachusetts
$1.51M
IAIM
36
International Assets Investment Management
Florida
$1.33M
PAG
37
Private Advisor Group
New Jersey
$1.32M
SWM
38
Spire Wealth Management
Virginia
$1.31M
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$1.19M
DWA
40
Delta Wealth Advisors
Indiana
$1.14M
IA
41
IFP Advisors
Florida
$1.09M
R
42
Rebalance
California
$1.08M
LPFG
43
Landing Point Financial Group
Ohio
$1.05M
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.04M
UBS Group
45
UBS Group
Switzerland
$952K
SCM
46
Steele Capital Management
Iowa
$950K
DP
47
Denver PWM
Colorado
$874K
MA
48
MCF Advisors
Kentucky
$793K
PA
49
Parallel Advisors
California
$762K
NA
50
NewEdge Advisors
Louisiana
$757K