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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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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

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

3.44% less ownership

Funds ownership: 60.09% → 56.65% (-3.4%)

5% less funds holding

Funds holding: 149 → 141 (-8)

17% less capital invested

Capital invested by funds: $333M → $277M (-$55.7M)

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: 6 → 3 (-3)

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
49
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.83M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.28M
3
LIA
LBMC Investment Advisors
Tennessee
+$1.01M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$792K
5
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$791K

Top Sellers

Rank Fund Capital Flow
1
HC
Hurley Capital
New York
-$5.64M
2
Morgan Stanley
Morgan Stanley
New York
-$5.33M
3
MSRI
Michael S. Ryan Inc
New York
-$5.07M
4
AF
Arrow Financial
New York
-$4.62M
5
CFG
Carr Financial Group
Massachusetts
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.91M -$1.43M -61,643 -43%
SPWM
27
Straight Path Wealth Management
Michigan
$1.79M -$31.5K -1,359 -2%
KF
28
Krilogy Financial
Missouri
$1.78M +$82.6K +3,562 +5%
Jane Street
29
Jane Street
New York
$1.76M -$1.71M -73,556 -49%
KAS
30
Kestra Advisory Services
Texas
$1.62M +$149K +6,418 +10%
CFG
31
Carr Financial Group
Massachusetts
$1.58M -$1.99M -85,797 -56%
SFS
32
Sowell Financial Services
Arkansas
$1.56M -$180K -7,746 -10%
EWM
33
Endowment Wealth Management
Wisconsin
$1.53M -$37.2K -1,603 -2%
PFM
34
Phillips Financial Management
Indiana
$1.52M +$464K +20,000 +44%
CSA
35
Cottage Street Advisors
Massachusetts
$1.51M -$533K -22,976 -26%
IAIM
36
International Assets Investment Management
Florida
$1.33M – – –
PAG
37
Private Advisor Group
New Jersey
$1.32M -$1.5M -64,847 -53%
SWM
38
Spire Wealth Management
Virginia
$1.31M +$2.55K +110 +0.2%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$1.19M +$42K +1,810 +4%
DWA
40
Delta Wealth Advisors
Indiana
$1.14M +$51.6K +2,226 +5%
IA
41
IFP Advisors
Florida
$1.09M -$157K -6,771 -13%
R
42
Rebalance
California
$1.08M +$72.9K +3,144 +7%
LPFG
43
Landing Point Financial Group
Ohio
$1.05M -$89.9K -3,876 -8%
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.04M +$696 +30 +0.1%
UBS Group
45
UBS Group
Switzerland
$952K – – –
SCM
46
Steele Capital Management
Iowa
$950K – – –
DP
47
Denver PWM
Colorado
$874K +$3.13K +135 +0.4%
MA
48
MCF Advisors
Kentucky
$793K +$101K +4,374 +15%
PA
49
Parallel Advisors
California
$762K +$49.9K +2,150 +7%
NA
50
NewEdge Advisors
Louisiana
$757K +$8.74K +377 +1%
1
2
3 4 5

IBHE Hedge Fund Activity: Q3 2025 in Review

141 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q3 2025, worth a combined $277M — down 17% from $333M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBHE and 13 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 49 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.83M. The largest seller was Hurley Capital, cutting an estimated $5.64M.

  • 141 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q3 2025, down from 149 in Q2 2025.
  • Funds reported $277M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 13 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q3 2025 and 16 closed out, a net change of -3 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $4.83M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q3 2025 was Hurley Capital, an estimated $5.64M sold.

Based on aggregated 13F filings for Q3 2025.