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IBHE

iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Delisted

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

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89 hedge funds and large institutions have $232M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

185% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 13

26% more capital invested

Capital invested by funds: $183M → $232M (+$48.5M)

25% more funds holding

Funds holding: 71 → 89 (+18)

2.98% less ownership

Funds ownership: 74.05% → 71.07% (-3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
89
Holders Change
+18
Holders Change %
+25.35%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
37
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
+$11.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.67M
3
Morgan Stanley
Morgan Stanley
New York
+$6.79M
4
Wells Fargo
Wells Fargo
California
+$5.09M
5
AWM
AE Wealth Management
Kansas
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.93M
2
Jane Street
Jane Street
New York
-$2.83M
3
KF
Krilogy Financial
Missouri
-$1.59M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$1.5M
5
RPSA
Richard P. Slaughter Associates
Texas
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
26
Granite Bay Wealth Management
New Hampshire
$1.44M – – –
IA
27
IFP Advisors
Florida
$1.36M +$29.9K +1,304 +2%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.3M +$379K +16,545 +41%
SPWM
29
Straight Path Wealth Management
Michigan
$1.23M +$358K +15,615 +42%
PFM
30
Phillips Financial Management
Indiana
$1.16M +$545K +23,781 +91%
NL
31
NWAM LLC
Washington
$1.1M +$1.09M +47,689 New
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$1.07M +$25.5K +1,114 +2%
SCM
33
Steele Capital Management
Iowa
$1.05M +$1.04M +45,581 New
IF
34
Ironwood Financial
Arizona
$984K +$228K +9,938 +30%
RJA
35
Raymond James & Associates
Florida
$906K +$510K +22,272 +132%
WRPWM
36
Werba Rubin Papier Wealth Management
California
$792K +$29.8K +1,301 +4%
WI
37
WrapManager Inc
California
$666K +$89.3K +3,898 +16%
KPWS
38
Kestra Private Wealth Services
Texas
$624K +$619K +27,010 New
WP
39
WealthSource Partners
California
$584K +$579K +25,294 New
SWP
40
Summit Wealth Partners
Florida
$582K +$92.1K +4,020 +19%
GLR
41
Great Lakes Retirement
Ohio
$579K +$574K +25,077 New
TFS
42
Thoroughbred Financial Services
Tennessee
$563K -$45.8K -1,998 -8%
HCM
43
Howland Capital Management
Massachusetts
$541K -$29.8K -1,300 -5%
SS
44
Sunbelt Securities
Texas
$448K – – –
SWA
45
Sightline Wealth Advisors
Connecticut
$418K +$147K +6,412 +55%
VNA
46
Valley National Advisers
Pennsylvania
$380K -$21.9K -957 -5%
LNC
47
Lincoln National Corp
Pennsylvania
$374K -$5.86K -256 -2%
KFAA
48
Klaas Financial Asset Advisors
Illinois
$358K -$26.6K -1,162 -7%
AC
49
Adroit Compliance
$358K +$355K +15,519 New
LIA
50
LBMC Investment Advisors
Tennessee
$331K +$1.26K +55 +0.4%
1
2
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IBHE Hedge Fund Activity: Q4 2023 in Review

89 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q4 2023, worth a combined $232M — up 26% from $183M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBHE positions and 6 closed out — a net gain of 18 holders — while 37 added to existing stakes and 13 trimmed.

The largest buyer was Ashton Thomas Private Wealth, adding an estimated $11.4M. The largest seller was Bank of America, cutting an estimated $4.93M.

  • 89 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $232M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 24 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q4 2023 and 6 closed out, a net change of +18 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q4 2023 was Ashton Thomas Private Wealth, an estimated $11.4M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q4 2023 was Bank of America, an estimated $4.93M sold.

Based on aggregated 13F filings for Q4 2023.