iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
20 hedge funds and large institutions have $21.1M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
33% more funds holding
Funds holding: 15 → 20 (+5)
24% more capital invested
Capital invested by funds: $17M → $21.1M (+$4.12M)
3.45% less ownership
Funds ownership: 56.25% → 52.8% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$3.16M |
| 2 |
LPL Financial
San Diego,
California
|
+$1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$819K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$273K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$95.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$649K |
| 2 |
Jane Street
New York
|
-$315K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$223K |
| 4 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$1.25K |
IBHE Hedge Fund Activity: Q3 2021 in Review
20 of the 5,729 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q3 2021, worth a combined $21.1M — up 24% from $17M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBHE positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $3.16M. The largest seller was Flow Traders U.S., cutting an estimated $649K.
- 20 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q3 2021, up from 15 in Q2 2021.
- Funds reported $21.1M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q3 2021, up 24% quarter-over-quarter.
- 6 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q3 2021 and 1 closed out, a net change of +5 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q3 2021 was Cetera Advisors, an estimated $3.16M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q3 2021 was Flow Traders U.S., an estimated $649K sold.
Based on aggregated 13F filings for Q3 2021.