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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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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: 148 → 149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.84M
2
SIA
SkyView Investment Advisors
New Jersey
+$1.55M
3
KTM
Keeler Thomas Management
Utah
+$1.34M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$942K
5
OIA
OneDigital Investment Advisors
Kansas
+$899K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$9.35M
2
AF
Arrow Financial
New York
-$8.86M
3
HighTower Advisors
HighTower Advisors
Illinois
-$7.79M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$3.38M
5
CFG
Carr Financial Group
Massachusetts
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
76
Littlejohn Financial Services
Oregon
$576K -$135K -5,838 -19%
HighTower Advisors
77
HighTower Advisors
Illinois
$542K -$7.79M -336,080 -94%
GVAG
78
Great Valley Advisor Group
Delaware
$536K -$91.6K -3,950 -15%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$481K +$765 +33 +0.2%
JBA
80
Johnson Bixby & Associates
Washington
$473K +$17K +732 +4%
SS
81
Sunbelt Securities
Texas
$451K +$109K +4,700 +32%
SPC
82
Sigma Planning Corp
Michigan
$446K -$116K -5,016 -21%
HBT
83
Heartland Bank & Trust
Illinois
$442K +$164K +7,083 +59%
JWCA
84
J.W. Cole Advisors
Florida
$413K +$412K +17,750 New
BBW
85
Blue Barn Wealth
Utah
$403K – – –
MAS
86
Madden Advisory Services
Florida
$400K +$48.5K +2,093 +14%
APW
87
Austin Private Wealth
Texas
$399K +$75.3K +3,249 +23%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$395K +$144K +6,229 +58%
SL
89
Sentinus LLC
Illinois
$387K – – –
MA
90
Mutual Advisors
Nebraska
$377K +$36K +1,551 +11%
MA
91
MONECO Advisors
Connecticut
$367K – – –
WIA
92
World Investment Advisors
California
$335K – – –
HFA
93
High Falls Advisors
New York
$328K +$69.3K +2,987 +27%
MWM
94
Mascoma Wealth Management
New Hampshire
$324K – – –
Stifel Financial
95
Stifel Financial
Missouri
$320K +$3.55K +153 +1%
TWP
96
Tempus Wealth Planning
California
$311K +$696 +30 +0.2%
LI
97
LRI Investments
Florida
$307K +$178K +7,692 +139%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$300K – – –
BCI
99
Brinker Capital Investments
Pennsylvania
$296K -$232K -10,010 -44%
P
100
&Partners
Tennessee
$284K +$283K +12,212 New
2 3
4
5 6

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.