iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
42 hedge funds and large institutions have $58.3M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
76% more capital invested
Capital invested by funds: $33.1M → $58.3M (+$25.2M)
68% more funds holding
Funds holding: 25 → 42 (+17)
33.09% less ownership
Funds ownership: 87.52% → 54.43% (-33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$5.51M |
| 2 |
SCA
Snowden Capital Advisors
New York
|
+$4.13M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.77M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.76M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$548K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$336K |
| 4 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
-$299K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.8K |
IBHE Hedge Fund Activity: Q4 2022 in Review
42 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q4 2022, worth a combined $58.3M — up 76% from $33.1M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IBHE positions and 2 closed out — a net gain of 17 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Richard P. Slaughter Associates, opening a new position worth an estimated $5.51M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2M sold.
- 42 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $58.3M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q4 2022, up 76% quarter-over-quarter.
- 19 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q4 2022 and 2 closed out, a net change of +17 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q4 2022 was Richard P. Slaughter Associates, an estimated $5.51M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q4 2022 was Flow Traders U.S., an estimated $2M sold.
Based on aggregated 13F filings for Q4 2022.