iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
70 hedge funds and large institutions have $182M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 4 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 10
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
64% more capital invested
Capital invested by funds: $111M → $182M (+$70.8M)
16.7% more ownership
Funds ownership: 56.76% → 73.47% (+17%)
13% more funds holding
Funds holding: 62 → 70 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$17.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$14.9M |
| 3 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$14.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.2M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$8.29M |
| 2 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$5.25M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
-$4.73M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$577K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$279K |
IBHE Hedge Fund Activity: Q3 2023 in Review
70 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q3 2023, worth a combined $182M — up 64% from $111M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBHE positions and 4 closed out — a net gain of 9 holders — while 35 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $17.7M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $8.29M sold.
- 70 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q3 2023, up from 62 in Q2 2023.
- Funds reported $182M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q3 2023, up 64% quarter-over-quarter.
- 13 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q3 2023 and 4 closed out, a net change of +9 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q3 2023 was Bank of America, an estimated $17.7M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q3 2023 was JP Morgan Chase, an estimated $8.29M sold.
Based on aggregated 13F filings for Q3 2023.