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IBHE

iShares iBonds 2025 Term High Yield and Income ETF

Delisted

IBHE was delisted on the 15th of December, 2025.

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: 148149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$153K +$93 +4 +0.1%
VNA
127
Valley National Advisers
Pennsylvania
$75K
BTI
128
Blue Trust Inc
Georgia
$65.2K +$232 +10 +0.4%
NSIM
129
North Star Investment Management
Illinois
$62.8K
CTWM
130
Cherry Tree Wealth Management
Minnesota
$61.4K
PTC
131
Private Trust Company
Ohio
$53.9K -$4.54K -196 -8%
NS
132
NBC Securities
Alabama
$46K
SHIM
133
Stone House Investment Management
Pennsylvania
$45.9K -$4.06K -175 -8%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$45.7K +$45.6K +1,965 New
Comerica Bank
135
Comerica Bank
Texas
$44.3K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$41.9K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$41K -$5.43K -234 -12%
FFA
138
Farther Finance Advisors
California
$35.5K
PGAM
139
Princeton Global Asset Management
New Jersey
$31.2K +$394 +17 +1%
BCPWM
140
Bradley & Co Private Wealth Management
Florida
$23.3K
PWA
141
Physician Wealth Advisors
Utah
$23.3K +$23.2K +1,000 New
ACA
142
Aptus Capital Advisors
Alabama
$23.1K +$93 +4 +0.4%
JP Morgan Chase
143
JP Morgan Chase
New York
$16.7K -$6.45K -278 -28%
HI
144
Harbour Investments
Wisconsin
$12.4K
US Bancorp
145
US Bancorp
Minnesota
$9.3K +$9.28K +400 New
VWA
146
VSM Wealth Advisory
Maryland
$8.79K
MFT
147
Moisand Fitzgerald Tamayo
Florida
$4.65K
SAM
148
Smartleaf Asset Management
Massachusetts
$2.35K
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$1.05K +$1.04K +45 New
SWIG
150
Strategic Wealth Investment Group
Kentucky
$419 +$417 +18 New

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.