iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
56 hedge funds and large institutions have $113M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
189% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 9
94% more capital invested
Capital invested by funds: $58.3M → $113M (+$54.7M)
33% more funds holding
Funds holding: 42 → 56 (+14)
10.15% more ownership
Funds ownership: 54.43% → 64.59% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$13.4M |
| 2 |
Jane Street
New York
|
+$13.1M |
| 3 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$5.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.79M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$501K |
| 2 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
-$121K |
| 3 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$82.2K |
| 4 |
PB
Pinnacle Bancorp
Beatrice,
Nebraska
|
-$43.6K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$18.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
51
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $11.7K | +$11.6K | +510 | New |
|
|
MWM
52
Mascoma Wealth Management
Hanover,
New Hampshire
| $10.8K | – | – | – |
|
|
TCCM
53
Timber Creek Capital Management
Boston,
Massachusetts
| $9.74K | -$121K | -5,290 | -93% |
|
|
MFT
54
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $4.58K | – | – | – |
|
|
ADL
55
Asset Dedication LLC
San Francisco,
California
| $3K | – | – | – |
|
56
Commonwealth Equity Services
Waltham,
Massachusetts
| $968 | +$85.4K | +3,746 | +10% |
|
|
RSWM
57
Robertson Stephens Wealth Management
San Francisco,
California
| – | -$501K | -22,275 | Closed |
|
IBHE Hedge Fund Activity: Q1 2023 in Review
56 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q1 2023, worth a combined $113M — up 94% from $58.3M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBHE positions and 1 closed out — a net gain of 15 holders — while 26 added to existing stakes and 9 trimmed.
The largest buyer was Richard P. Slaughter Associates, adding an estimated $13.4M. The largest seller was Robertson Stephens Wealth Management, exiting entirely with an estimated $501K sold.
- 56 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q1 2023, up from 42 in Q4 2022.
- Funds reported $113M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q1 2023, up 94% quarter-over-quarter.
- 16 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q1 2023 and 1 closed out, a net change of +15 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q1 2023 was Richard P. Slaughter Associates, an estimated $13.4M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q1 2023 was Robertson Stephens Wealth Management, an estimated $501K sold.
Based on aggregated 13F filings for Q1 2023.