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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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21 hedge funds and large institutions have $22.4M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $21.1M → $22.4M (+$1.26M)

5% more funds holding

Funds holding: 20 → 21 (+1)

0.27% more ownership

Funds ownership: 52.8% → 53.07% (+0.27%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$878K
2
FTUS
Flow Traders U.S.
New York
+$750K
3
HL
HeadInvest LLC
Maine
+$319K
4
TCCM
Timber Creek Capital Management
Massachusetts
+$280K
5
LPL Financial
LPL Financial
California
+$148K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.07M
2
PWM
Prentice Wealth Management
New York
-$47K
3
Wells Fargo
Wells Fargo
California
-$5.59K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$5.75M +$53.9K +2,170 +0.9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.3M +$878K +35,348 +36%
CA
3
Cetera Advisors
Colorado
$3.19M +$62.2K +2,504 +2%
LPL Financial
4
LPL Financial
California
$2.53M +$148K +5,976 +6%
Wells Fargo
5
Wells Fargo
California
$2.22M -$5.59K -225 -0.3%
FTUS
6
Flow Traders U.S.
New York
$2.15M +$750K +30,215 +54%
Jane Street
7
Jane Street
New York
$851K -$1.07M -43,074 -56%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$413K – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$401K +$36.9K +1,487 +10%
HL
10
HeadInvest LLC
Maine
$318K +$319K +12,825 New
VNA
11
Valley National Advisers
Pennsylvania
$315K +$3.55K +143 +1%
TCCM
12
Timber Creek Capital Management
Massachusetts
$301K +$280K +11,277 +1,274%
DE
13
Day & Ennis
Georgia
$297K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$125K +$5.49K +221 +5%
BCPWM
15
Bradley & Co Private Wealth Management
Florida
$114K – – –
Bank of America
16
Bank of America
North Carolina
$38K – – –
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$25K – – –
PPWM
18
PFG Private Wealth Management
Florida
$25K – – –
MWM
19
Mascoma Wealth Management
New Hampshire
$12K – – –
UBS Group
20
UBS Group
Switzerland
$10K +$9.91K +399 New
MFT
21
Moisand Fitzgerald Tamayo
Florida
$5K – – –
PWM
22
Prentice Wealth Management
New York
– -$47K -1,895 Closed

IBHE Hedge Fund Activity: Q4 2021 in Review

21 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q4 2021, worth a combined $22.4M — up 6% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBHE positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $878K. The largest seller was Jane Street, cutting an estimated $1.07M.

  • 21 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q4 2021, up from 20 in Q3 2021.
  • Funds reported $22.4M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q4 2021, up 6% quarter-over-quarter.
  • 2 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q4 2021 and 1 closed out, a net change of +1 holder.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $878K added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q4 2021 was Jane Street, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2021.