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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
MFG
51
MTM Financial Group
Pennsylvania
$220K +$3.96K +173 +2%
UBS Group
52
UBS Group
Switzerland
$218K +$182K +7,926 +500%
SPC
53
Sigma Planning Corp
Michigan
$210K +$210K +9,143 New
DE
54
Day & Ennis
Georgia
$202K – – –
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$162K +$107K +4,663 +193%
BCPWM
56
Bradley & Co Private Wealth Management
Florida
$121K +$91.7K +4,000 +308%
GRP
57
Global Retirement Partners
California
$88.3K +$711 +31 +0.8%
Comerica Bank
58
Comerica Bank
Texas
$66.2K +$66.1K +2,885 New
FFA
59
Farther Finance Advisors
California
$56K – – –
NS
60
NBC Securities
Alabama
$45K +$45.6K +1,988 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$41.3K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
NSIM
63
North Star Investment Management
Illinois
$39K -$45.8K -2,000 -54%
PA
64
Parallel Advisors
California
$25.2K – – –
LWANC
65
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.9K – – –
PFBT
66
Parkside Financial Bank & Trust
Missouri
$11.7K -$23 -1 -0.2%
TCCM
67
Timber Creek Capital Management
Massachusetts
$9.45K -$46 -2 -0.5%
AWA
68
Authentikos Wealth Advisory
California
$8.19K +$8.18K +357 New
MFT
69
Moisand Fitzgerald Tamayo
Florida
$4.59K – – –
MWM
70
Mascoma Wealth Management
New Hampshire
$4.4K – – –
ADL
71
Asset Dedication LLC
California
$3K – – –
JP Morgan Chase
72
JP Morgan Chase
New York
– -$8.29M -360,231 Closed
SCA
73
Snowden Capital Advisors
New York
– -$4.73M -205,549 Closed
SF
74
Safeguard Financial
Wisconsin
– -$77K -3,383 Closed
HWA
75
HHM Wealth Advisors
Tennessee
– -$40K -1,738 Closed
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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.