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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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13 hedge funds and large institutions have $12M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

63% more funds holding

Funds holding: 8 → 13 (+5)

29% more capital invested

Capital invested by funds: $9.25M → $12M (+$2.7M)

0.06% less ownership

Funds ownership: 52.94% → 52.88% (-0.06%)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.15M
2
FTUS
Flow Traders U.S.
New York
+$530K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$348K
4
LPL Financial
LPL Financial
California
+$326K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$240K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.62M
2
Osaic Holdings
Osaic Holdings
Arizona
-$124K
3
VNA
Valley National Advisers
Pennsylvania
-$1.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$5.3M +$126K +5,070 +2%
Wells Fargo
2
Wells Fargo
California
$2.16M +$2.15M +86,058 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.39M +$348K +13,950 +34%
FTUS
4
Flow Traders U.S.
New York
$1.07M +$530K +21,252 +99%
BCPWM
5
Bradley & Co Private Wealth Management
Florida
$439K +$436K +17,479 New
Jane Street
6
Jane Street
New York
$360K +$142K +5,674 +65%
LPL Financial
7
LPL Financial
California
$328K +$326K +13,066 New
VNA
8
Valley National Advisers
Pennsylvania
$310K -$1.3K -52 -0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$241K +$240K +9,618 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$218K +$6.49K +260 +3%
PWM
11
Prentice Wealth Management
New York
$61K +$61K +2,445 New
Osaic Holdings
12
Osaic Holdings
Arizona
$59K -$124K -4,987 -68%
MWM
13
Mascoma Wealth Management
New Hampshire
$12K +$11.8K +472 New
BlackRock
14
BlackRock
New York
– -$1.62M -65,000 Closed

IBHE Hedge Fund Activity: Q1 2021 in Review

13 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q1 2021, worth a combined $12M — up 29% from $9.25M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBHE positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $2.15M. The largest seller was BlackRock, exiting entirely with an estimated $1.62M sold.

  • 13 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q1 2021, up from 8 in Q4 2020.
  • Funds reported $12M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q1 2021, up 29% quarter-over-quarter.
  • 6 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q1 2021 and 1 closed out, a net change of +5 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q1 2021 was Wells Fargo, an estimated $2.15M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q1 2021 was BlackRock, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2021.