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
T
101
Tableaux
Massachusetts
$269K
PFA
102
Pure Financial Advisors
California
$266K
MAM
103
Mainsail Asset Management
Alabama
$260K
HF
104
HRT Financial
New York
$249K
MAG
105
M3 Advisory Group
Massachusetts
$245K
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$239K
KW
107
Keyvantage Wealth
Pennsylvania
$233K
SWP
108
Summit Wealth Partners
Florida
$231K
TSS
109
Two Sigma Securities
New York
$230K
IWM
110
IHT Wealth Management
Illinois
$205K
MA
111
Mutual Advisors
Nebraska
$204K
CF
112
Cyr Financial
Illinois
$201K
HWMT
113
Heritage Wealth Management (Texas)
Texas
$200K
SB
114
Strategic Blueprint
Georgia
$200K
TC
115
TFR Capital
Texas
$200K
GRP
116
Global Retirement Partners
California
$195K
ASN
117
Advisory Services Network
Georgia
$128K
PS
118
Principal Securities
Iowa
$98.8K
VNA
119
Valley National Advisers
Pennsylvania
$75K
FFA
120
Farther Finance Advisors
California
$70.7K
BTI
121
Blue Trust Inc
Georgia
$65.3K
NSIM
122
North Star Investment Management
Illinois
$62.7K
CTWM
123
Cherry Tree Wealth Management
Minnesota
$61.3K
PTC
124
Private Trust Company
Ohio
$53.8K
NS
125
NBC Securities
Alabama
$46.2K