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
MAS
76
Madden Advisory Services
Florida
$400K
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$394K
SL
78
Sentinus LLC
Illinois
$386K
SNWA
79
Siligmueller & Norvid Wealth Advisors
Illinois
$386K
MA
80
MONECO Advisors
Connecticut
$366K
HFA
81
High Falls Advisors
New York
$359K
AWM
82
AE Wealth Management
Kansas
$353K
HSG
83
Helen Stephens Group
Texas
$344K
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$336K
WIA
85
World Investment Advisors
California
$334K
MWM
86
Mascoma Wealth Management
New Hampshire
$324K
SS
87
Sunbelt Securities
Texas
$319K
LI
88
LRI Investments
Florida
$307K
APW
89
Austin Private Wealth
Texas
$306K
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$299K
OMC
91
Old Mission Capital
Illinois
$291K
LFS
92
Littlejohn Financial Services
Oregon
$286K
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$281K
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$280K
Creative Planning
95
Creative Planning
Kansas
$277K
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$274K
BCM
97
Boreal Capital Management
Florida
$274K
BAM
98
Belpointe Asset Management
Nevada
$274K
Stifel Financial
99
Stifel Financial
Missouri
$274K
TWP
100
Tempus Wealth Planning
California
$270K