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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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1 hedge funds and large institutions have $1.03M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

56.37% less ownership

Funds ownership: 56.65% → 0.28% (-56%)

99% less funds holding

Funds holding: 141 → 1 (-140)

100% less capital invested

Capital invested by funds: $277M → $1.03M (-$276M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 139

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-140
Holders Change %
-99.29%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
139
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$30M
2
SIA
SkyView Investment Advisors
New Jersey
-$22M
3
OIA
OneDigital Investment Advisors
Kansas
-$20.3M
4
Morgan Stanley
Morgan Stanley
New York
-$18.4M
5
AF
Arrow Financial
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
– -$1.94M -83,742 Closed
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
– -$1.91M -82,145 Closed
SPWM
28
Straight Path Wealth Management
Michigan
– -$1.79M -77,183 Closed
KF
29
Krilogy Financial
Missouri
– -$1.78M -76,727 Closed
Jane Street
30
Jane Street
New York
– -$1.76M -75,752 Closed
KAS
31
Kestra Advisory Services
Texas
– -$1.62M -69,678 Closed
CFG
32
Carr Financial Group
Massachusetts
– -$1.58M -67,906 Closed
SFS
33
Sowell Financial Services
Arkansas
– -$1.56M -67,063 Closed
EWM
34
Endowment Wealth Management
Wisconsin
– -$1.53M -65,702 Closed
PFM
35
Phillips Financial Management
Indiana
– -$1.52M -65,432 Closed
CSA
36
Cottage Street Advisors
Massachusetts
– -$1.51M -65,015 Closed
IAIM
37
International Assets Investment Management
Florida
– -$1.33M -57,557 Closed
PAG
38
Private Advisor Group
New Jersey
– -$1.32M -56,935 Closed
SWM
39
Spire Wealth Management
Virginia
– -$1.31M -56,550 Closed
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
– -$1.19M -51,083 Closed
DWA
41
Delta Wealth Advisors
Indiana
– -$1.14M -49,258 Closed
R
42
Rebalance
California
– -$1.08M -46,528 Closed
LPFG
43
Landing Point Financial Group
Ohio
– -$1.05M -45,341 Closed
IWC
44
Integrated Wealth Concepts
Massachusetts
– -$1.04M -44,765 Closed
UBS Group
45
UBS Group
Switzerland
– -$952K -40,981 Closed
SCM
46
Steele Capital Management
Iowa
– -$950K -40,925 Closed
DP
47
Denver PWM
Colorado
– -$874K -37,582 Closed
MA
48
MCF Advisors
Kentucky
– -$793K -34,140 Closed
PA
49
Parallel Advisors
California
– -$762K -32,795 Closed
NA
50
NewEdge Advisors
Louisiana
– -$757K -32,596 Closed
1
2
3 4 5

IBHE Hedge Fund Activity: Q4 2025 in Review

1 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q4 2025, worth a combined $1.03M — down 100% from $277M a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of IBHE and 0 opened new positions — a net loss of 139 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was LPL Financial, exiting entirely with an estimated $30M sold.

  • 1 institutional investor held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q4 2025, down from 141 in Q3 2025.
  • Funds reported $1.03M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q4 2025, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q4 2025 and 139 closed out, a net change of -139 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q4 2025 was LPL Financial, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2025.