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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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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

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

3.44% less ownership

Funds ownership: 60.09% → 56.65% (-3.4%)

5% less funds holding

Funds holding: 149 → 141 (-8)

17% less capital invested

Capital invested by funds: $333M → $277M (-$55.7M)

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: 6 → 3 (-3)

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
49
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.83M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.28M
3
LIA
LBMC Investment Advisors
Tennessee
+$1.01M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$792K
5
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$791K

Top Sellers

Rank Fund Capital Flow
1
HC
Hurley Capital
New York
-$5.64M
2
Morgan Stanley
Morgan Stanley
New York
-$5.33M
3
MSRI
Michael S. Ryan Inc
New York
-$5.07M
4
AF
Arrow Financial
New York
-$4.62M
5
CFG
Carr Financial Group
Massachusetts
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
101
Tableaux
Massachusetts
$269K +$16.2K +697 +6%
PFA
102
Pure Financial Advisors
California
$266K +$5.89K +254 +2%
MAM
103
Mainsail Asset Management
Alabama
$260K +$2.74K +118 +1%
HF
104
HRT Financial
New York
$249K -$16.4K -708 -6%
MAG
105
M3 Advisory Group
Massachusetts
$245K +$325 +14 +0.1%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$239K – – –
KW
107
Keyvantage Wealth
Pennsylvania
$233K +$2.69K +116 +1%
SWP
108
Summit Wealth Partners
Florida
$231K -$40.1K -1,729 -15%
TSS
109
Two Sigma Securities
New York
$230K +$230K +9,924 New
IWM
110
IHT Wealth Management
Illinois
$205K +$1.02K +44 +0.5%
MA
111
Mutual Advisors
Nebraska
$204K -$173K -7,465 -46%
CF
112
Cyr Financial
Illinois
$201K +$200K +8,641 New
HWMT
113
Heritage Wealth Management (Texas)
Texas
$200K +$649 +28 +0.3%
SB
114
Strategic Blueprint
Georgia
$200K -$53.7K -2,314 -21%
TC
115
TFR Capital
Texas
$200K +$209 +9 +0.1%
GRP
116
Global Retirement Partners
California
$195K +$1.09K +47 +0.6%
ASN
117
Advisory Services Network
Georgia
$128K +$128K +5,498 New
PS
118
Principal Securities
Iowa
$98.8K -$54K -2,328 -35%
VNA
119
Valley National Advisers
Pennsylvania
$75K – – –
FFA
120
Farther Finance Advisors
California
$70.7K +$35.3K +1,520 +100%
BTI
121
Blue Trust Inc
Georgia
$65.3K +$209 +9 +0.3%
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 – – –
3 4
5
6 7

IBHE Hedge Fund Activity: Q3 2025 in Review

141 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q3 2025, worth a combined $277M — down 17% from $333M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBHE and 13 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 49 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.83M. The largest seller was Hurley Capital, cutting an estimated $5.64M.

  • 141 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q3 2025, down from 149 in Q2 2025.
  • Funds reported $277M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 13 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q3 2025 and 16 closed out, a net change of -3 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $4.83M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q3 2025 was Hurley Capital, an estimated $5.64M sold.

Based on aggregated 13F filings for Q3 2025.