Who Owns IBHE?
ISHARES IBND 2025 TRM HGH YLD ETF — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
144
Total Inst. Value
$246.1M
% of Float Held
—
QoQ Holder Change
+69
Institutional data as of Q1 2025
New Positions
35
Closed Positions
12
Increased
40
Decreased
48
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ARROW FINANCIAL CORP | $29.1M | 1,250,775 |
| 2 | MORGAN STANLEY | $24.8M | 1,066,625 |
| 3 | RAYMOND JAMES FINANCIAL INC | $22.3M | 957,788 |
| 4 | Mid-American Wealth Advisory Group, Inc.New | $17.3M | 744,161 |
| 5 | WELLS FARGO & COMPANY/MN | $11.7M | 505,434 |
| 6 | Scissortail Wealth Management, LLC | $8.8M | 377,700 |
| 7 | HighTower Advisors, LLC | $8.4M | 359,375 |
| 8 | Keeler Thomas Management LLCNew | $6.8M | 291,405 |
| 9 | Carr Financial Group CorpNew | $6.1M | 262,701 |
| 10 | Hurley Capital, LLC | $6.0M | 258,156 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +10K | $24.8M |
| Mid-American Wealth Advisory Group, Inc.New | +744K | $17.3M |
| Scissortail Wealth Management, LLC | +49K | $8.8M |
| HighTower Advisors, LLC | +5K | $8.4M |
| Keeler Thomas Management LLCNew | +291K | $6.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | -666K | $439K |
| Commonwealth Financial Services, LLC | -353K | $4K |
| PFG Private Wealth Management, LLC | -283K | $72K |
| WELLS FARGO & COMPANY/MN | -279K | $11.7M |
| ARROW FINANCIAL CORP | -229K | $29.1M |
Frequently Asked Questions
How many institutional investors hold IBHE?
As of Q1 2025, 144 institutional investors report holding IBHE (ISHARES IBND 2025 TRM HGH YLD ETF) in their 13F filings.
Which hedge fund owns the most IBHE?
The largest institutional holder of IBHE is ARROW FINANCIAL CORP with $29.1M in shares.
Are institutions buying or selling IBHE?
This quarter, 35 institutions opened new positions in IBHE and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.