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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
WI
51
WrapManager Inc
California
$1.14M +$22.7K +979 +2%
DWA
52
Delta Wealth Advisors
Indiana
$1.09M -$5.1K -220 -0.5%
PFM
53
Phillips Financial Management
Indiana
$1.06M
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.04M -$664K -28,648 -39%
R
55
Rebalance
California
$1.01M +$9.55K +412 +1%
UBS Group
56
UBS Group
Switzerland
$953K -$423K -18,244 -31%
SCM
57
Steele Capital Management
Iowa
$952K
DP
58
Denver PWM
Colorado
$871K -$120K -5,187 -12%
PCA
59
Prosperity Capital Advisors
Ohio
$817K -$34K -1,466 -4%
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$811K +$9.04K +390 +1%
WRPWM
61
Werba Rubin Papier Wealth Management
California
$759K -$149K -6,430 -16%
HCM
62
Howland Capital Management
Massachusetts
$750K
NA
63
NewEdge Advisors
Louisiana
$749K -$279K -12,033 -27%
SC
64
Savant Capital
Illinois
$724K
BFC
65
Bedel Financial Consulting
Indiana
$718K +$174K +7,490 +32%
PA
66
Parallel Advisors
California
$713K +$162K +7,000 +30%
KFAA
67
Klaas Financial Asset Advisors
Illinois
$700K -$52.1K -2,245 -7%
MA
68
MCF Advisors
Kentucky
$692K +$201K +8,688 +41%
1L
69
10Elms LLP
Oklahoma
$659K
TCCM
70
Timber Creek Capital Management
Massachusetts
$627K +$67.1K +2,893 +12%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$626K -$37K -1,596 -6%
IAN
72
Integrated Advisors Network
Texas
$603K +$601K +25,929 New
NL
73
NWAM LLC
Washington
$599K -$884K -38,100 -60%
HNW
74
High Note Wealth
Minnesota
$590K +$589K +25,382 New
QCIG
75
Quad-Cities Investment Group
Iowa
$584K +$70.4K +3,035 +14%

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.