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IBHE

iShares iBonds 2025 Term High Yield and Income ETF

Delisted

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

21 hedge funds and large institutions have $23.3M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

3.21% more ownership

Funds ownership: 57.82%61.03% (+3.2%)

2% less capital invested

Capital invested by funds: $23.7M → $23.3M (-$418K)

5% less funds holding

Funds holding: 2221 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$5.29M +$102K +4,358 +2%
FTUS
2
Flow Traders U.S.
New York
$5.02M +$2.9M +124,589 +126%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.55M +$1.1M +47,151 +30%
CA
4
Cetera Advisors
Colorado
$3M +$48.5K +2,081 +2%
LPL Financial
5
LPL Financial
California
$2.4M +$45.5K +1,953 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$638K +$253K +10,859 +62%
TCCM
7
Timber Creek Capital Management
Massachusetts
$418K +$1.24K +53 +0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$406K +$33.8K +1,453 +9%
VNA
9
Valley National Advisers
Pennsylvania
$316K +$29K +1,246 +10%
HL
10
HeadInvest LLC
Maine
$256K -$32.6K -1,400 -11%
Wells Fargo
11
Wells Fargo
California
$208K -$2.09M -89,645 -91%
Bank of America
12
Bank of America
North Carolina
$131K +$107K +4,596 +368%
Osaic Holdings
13
Osaic Holdings
Arizona
$128K +$15.8K +677 +13%
PB
14
Pinnacle Bancorp
Nebraska
$117K +$121K +5,209 New
Morgan Stanley
15
Morgan Stanley
New York
$116K +$120K +5,159 New
BCPWM
16
Bradley & Co Private Wealth Management
Florida
$103K
IA
17
IFP Advisors
Florida
$100K
PWM
18
Prentice Wealth Management
New York
$53K +$54.7K +2,350 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$30K +$8.15K +350 +35%
MWM
20
Mascoma Wealth Management
New Hampshire
$11K
MFT
21
Moisand Fitzgerald Tamayo
Florida
$4K +$4.66K +200 New
Citadel Advisors
22
Citadel Advisors
Florida
-$822K -34,091 Closed
Jane Street
23
Jane Street
New York
-$469K -19,466 Closed
DE
24
Day & Ennis
Georgia
-$288K -11,952 Closed
PPWM
25
PFG Private Wealth Management
Florida
-$24K -1,000 Closed

IBHE Hedge Fund Activity: Q2 2022 in Review

21 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q2 2022, worth a combined $23.3M — down 1.8% from $23.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IBHE and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 12 added.

The largest buyer was Flow Traders U.S., adding an estimated $2.9M. The largest seller was Wells Fargo, cutting an estimated $2.09M.

  • 21 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q2 2022, down from 22 in Q1 2022.
  • Funds reported $23.3M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 4 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q2 2022 and 5 closed out, a net change of -1 holder.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q2 2022 was Flow Traders U.S., an estimated $2.9M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q2 2022 was Wells Fargo, an estimated $2.09M sold.

Based on aggregated 13F filings for Q2 2022.