iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
62 hedge funds and large institutions have $111M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 4 closing their positions.
256% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 9
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more funds holding
Funds holding: 56 → 62 (+6)
2% less capital invested
Capital invested by funds: $113M → $111M (-$2.12M)
7.82% less ownership
Funds ownership: 64.59% → 56.76% (-7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$8.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.95M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.6M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$985K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$957K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$16.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.5M |
| 3 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$443K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$413K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$92.7K |
IBHE Hedge Fund Activity: Q2 2023 in Review
62 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q2 2023, worth a combined $111M — down 1.9% from $113M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBHE positions and 4 closed out — a net gain of 6 holders — while 32 added to existing stakes and 9 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $8.21M. The largest seller was Jane Street, exiting entirely with an estimated $16.1M sold.
- 62 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q2 2023, up from 56 in Q1 2023.
- Funds reported $111M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
- 10 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q2 2023 and 4 closed out, a net change of +6 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $8.21M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q2 2023 was Jane Street, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2023.