iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
25 hedge funds and large institutions have $33.1M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
42% more capital invested
Capital invested by funds: $23.3M → $33.1M (+$9.76M)
26.49% more ownership
Funds ownership: 61.03% → 87.52% (+26%)
19% more funds holding
Funds holding: 21 → 25 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Karp Capital Management
Sausalito,
California
|
+$5.08M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.01M |
| 3 |
Jane Street
New York
|
+$1.16M |
| 4 |
TSWM
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
+$800K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.04M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$182K |
| 3 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$53K |
| 4 |
HL
HeadInvest LLC
Portland,
Maine
|
-$29.1K |
IBHE Hedge Fund Activity: Q3 2022 in Review
25 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q3 2022, worth a combined $33.1M — up 42% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHE positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Karp Capital Management, opening a new position worth an estimated $5.08M. The largest seller was Flow Traders U.S., cutting an estimated $3.04M.
- 25 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q3 2022, up from 21 in Q2 2022.
- Funds reported $33.1M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q3 2022, up 42% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q3 2022 and 1 closed out, a net change of +4 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q3 2022 was Karp Capital Management, an estimated $5.08M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q3 2022 was Flow Traders U.S., an estimated $3.04M sold.
Based on aggregated 13F filings for Q3 2022.