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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
Creative Planning
101
Creative Planning
Kansas
$281K -$19.4K -836 -6%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$280K – – –
FTUS
103
Flow Traders U.S.
New York
$279K -$327K -14,108 -54%
BCM
104
Boreal Capital Management
Florida
$274K – – –
SWP
105
Summit Wealth Partners
Florida
$272K -$92K -3,968 -25%
CAG
106
Csenge Advisory Group
Florida
$271K -$7.28K -314 -3%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$268K +$267K +11,522 New
HF
108
HRT Financial
New York
$266K +$265K +11,443 New
PFA
109
Pure Financial Advisors
California
$261K +$260K +11,207 New
MAM
110
Mainsail Asset Management
Alabama
$258K +$1.04K +45 +0.4%
SB
111
Strategic Blueprint
Georgia
$254K +$11.1K +479 +5%
T
112
Tableaux
Massachusetts
$254K +$253K +10,903 New
MAG
113
M3 Advisory Group
Massachusetts
$245K +$348 +15 +0.1%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$240K – – –
DAS
115
Diversify Advisory Services
Utah
$232K -$144K -6,224 -38%
AG
116
AmeriFlex Group
Nevada
$232K +$35.9K +1,547 +18%
KW
117
Keyvantage Wealth
Pennsylvania
$230K +$2.99K +129 +1%
AWM
118
Aprio Wealth Management
Georgia
$229K +$951 +41 +0.4%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$209K +$4.38K +189 +2%
OMC
120
Old Mission Capital
Illinois
$207K +$206K +8,889 New
IWM
121
IHT Wealth Management
Illinois
$204K +$1.14K +49 +0.6%
TC
122
TFR Capital
Texas
$200K -$14.6K -631 -7%
HWMT
123
Heritage Wealth Management (Texas)
Texas
$200K +$199K +8,603 New
GM
124
GeoWealth Management
Illinois
$198K +$198K +8,526 New
GRP
125
Global Retirement Partners
California
$195K +$194K +8,367 New
3 4
5
6 7

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.