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
WRPWM
51
Werba Rubin Papier Wealth Management
California
$751K
HCM
52
Howland Capital Management
Massachusetts
$749K
PCA
53
Prosperity Capital Advisors
Ohio
$745K
CAG
54
Csenge Advisory Group
Florida
$740K
FIA
55
Foundations Investment Advisors
Arizona
$729K
BFC
56
Bedel Financial Consulting
Indiana
$723K
HNW
57
High Note Wealth
Minnesota
$708K
KFAA
58
Klaas Financial Asset Advisors
Illinois
$638K
TCCM
59
Timber Creek Capital Management
Massachusetts
$628K
SC
60
Savant Capital
Illinois
$624K
Baird Financial Group
61
Baird Financial Group
Wisconsin
$613K
1L
62
10Elms LLP
Oklahoma
$611K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$588K
NL
64
NWAM LLC
Washington
$564K
GVAG
65
Great Valley Advisor Group
Delaware
$561K
HBT
66
Heartland Bank & Trust
Illinois
$545K
HC
67
Hurley Capital
New York
$544K
QCIG
68
Quad-Cities Investment Group
Iowa
$539K
HighTower Advisors
69
HighTower Advisors
Illinois
$481K
JBA
70
Johnson Bixby & Associates
Washington
$478K
SPC
71
Sigma Planning Corp
Michigan
$451K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$420K
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$412K
JWCA
74
J.W. Cole Advisors
Florida
$412K
BBW
75
Blue Barn Wealth
Utah
$403K