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IBHE

iShares iBonds 2025 Term High Yield and Income ETF

Delisted

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

149 hedge funds and large institutions have $333M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 148149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.95% less ownership

Funds ownership: 61.04%60.09% (-0.95%)

8% less capital invested

Capital invested by funds: $362M → $333M (-$28.8M)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
57
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$31.6M +$383K +16,501 +1%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M -$1M -43,222 -4%
SIA
3
SkyView Investment Advisors
New Jersey
$22.6M +$1.55M +66,764 +7%
OIA
4
OneDigital Investment Advisors
Kansas
$20.3M +$899K +38,773 +5%
AF
5
Arrow Financial
New York
$20.2M -$8.86M -382,099 -31%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$13.9M -$3.38M -145,845 -20%
Raymond James Financial
7
Raymond James Financial
Florida
$12.9M -$9.35M -403,117 -42%
Wells Fargo
8
Wells Fargo
California
$11.9M +$108K +4,676 +0.9%
EWA
9
EP Wealth Advisors
California
$11.2M -$1.18M -50,990 -10%
SWM
10
Scissortail Wealth Management
Oklahoma
$8.9M +$116K +5,014 +1%
KTM
11
Keeler Thomas Management
Utah
$8.12M +$1.34M +57,583 +20%
HC
12
Hurley Capital
New York
$6.2M +$194K +8,352 +3%
LIA
13
LBMC Investment Advisors
Tennessee
$5.87M +$112K +4,841 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.4M +$534K +23,039 +11%
SWP
15
Stratos Wealth Partners
Ohio
$5.29M +$268K +11,536 +5%
MSRI
16
Michael S. Ryan Inc
New York
$5.07M +$55.1K +2,374 +1%
Bank of America
17
Bank of America
North Carolina
$5.02M -$927K -39,972 -16%
AAS
18
Avantax Advisory Services
Texas
$4.87M +$767K +33,090 +19%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.81M -$74.4K -3,208 -2%
KPWS
20
Kestra Private Wealth Services
Texas
$3.78M +$38.2K +1,649 +1%
CFG
21
Carr Financial Group
Massachusetts
$3.57M -$2.53M -108,998 -41%
Jane Street
22
Jane Street
New York
$3.47M +$1.84M +79,495 +114%
AWS
23
Atria Wealth Solutions
New York
$3.44M -$43.5K -1,876 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.39M -$145K -6,243 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.34M -$41.1K -1,771 -1%

IBHE Hedge Fund Activity: Q2 2025 in Review

149 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q2 2025, worth a combined $333M — down 8% from $362M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBHE positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Jane Street, adding an estimated $1.84M. The largest seller was Raymond James Financial, cutting an estimated $9.35M.

  • 149 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q2 2025, up from 148 in Q1 2025.
  • Funds reported $333M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q2 2025, down 8% quarter-over-quarter.
  • 17 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q2 2025 and 15 closed out, a net change of +2 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q2 2025 was Jane Street, an estimated $1.84M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q2 2025 was Raymond James Financial, an estimated $9.35M sold.

Based on aggregated 13F filings for Q2 2025.