We are live on ! Find out more
IBHE

iShares iBonds 2025 Term High Yield and Income ETF

Delisted

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

22 hedge funds and large institutions have $23.7M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $22.4M → $23.7M (+$1.31M)

5% more funds holding

Funds holding: 2122 (+1)

4.75% more ownership

Funds ownership: 53.07%57.82% (+4.8%)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$5.58M -$11.5K -474 -0.2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.76M +$557K +22,929 +17%
CA
3
Cetera Advisors
Colorado
$3.17M +$74.3K +3,058 +2%
LPL Financial
4
LPL Financial
California
$2.53M +$68.6K +2,823 +3%
FTUS
5
Flow Traders U.S.
New York
$2.39M +$306K +12,577 +15%
Wells Fargo
6
Wells Fargo
California
$2.38M +$229K +9,440 +11%
Citadel Advisors
7
Citadel Advisors
Florida
$822K +$829K +34,091 New
Jane Street
8
Jane Street
New York
$469K -$360K -14,815 -43%
TCCM
9
Timber Creek Capital Management
Massachusetts
$448K +$156K +6,429 +53%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$424K +$34.9K +1,435 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$402K
HL
12
HeadInvest LLC
Maine
$309K
VNA
13
Valley National Advisers
Pennsylvania
$308K +$1.85K +76 +0.6%
DE
14
Day & Ennis
Georgia
$288K
Osaic Holdings
15
Osaic Holdings
Arizona
$121K +$219 +9 +0.2%
BCPWM
16
Bradley & Co Private Wealth Management
Florida
$111K
IA
17
IFP Advisors
Florida
$100K +$97.2K +4,000 New
Bank of America
18
Bank of America
North Carolina
$30K -$7.22K -297 -19%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$24K
PPWM
20
PFG Private Wealth Management
Florida
$24K
MWM
21
Mascoma Wealth Management
New Hampshire
$11K
UBS Group
22
UBS Group
Switzerland
$3K -$6.34K -261 -65%
MFT
23
Moisand Fitzgerald Tamayo
Florida
-$5K -200 Closed

IBHE Hedge Fund Activity: Q1 2022 in Review

22 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q1 2022, worth a combined $23.7M — up 5.9% from $22.4M 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 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $829K. The largest seller was Jane Street, cutting an estimated $360K.

  • 22 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q1 2022, up from 21 in Q4 2021.
  • Funds reported $23.7M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q1 2022, up 5.9% quarter-over-quarter.
  • 2 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q1 2022 was Citadel Advisors, an estimated $829K added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q1 2022 was Jane Street, an estimated $360K sold.

Based on aggregated 13F filings for Q1 2022.