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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
Creative Planning
51
Creative Planning
Kansas
$327K +$325K +14,171 New
LAS
52
Lloyd Advisory Services
Georgia
$316K +$314K +13,695 New
AF
53
Arrow Financial
New York
$310K +$307K +13,422 New
MAS
54
Madden Advisory Services
Florida
$303K +$301K +13,133 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$278K – – –
Baird Financial Group
56
Baird Financial Group
Wisconsin
$274K +$272K +11,862 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$259K +$256K +11,194 New
WCM
58
Windsor Capital Management
Arizona
$256K +$7.44K +325 +3%
BFA
59
BBJS Financial Advisors
Washington
$249K +$69 +3 +0%
PCA
60
Prosperity Capital Advisors
Ohio
$240K +$238K +10,385 New
MAG
61
M3 Advisory Group
Massachusetts
$240K +$238K +10,375 New
HL
62
HeadInvest LLC
Maine
$239K +$5.73K +250 +2%
MFG
63
MTM Financial Group
Pennsylvania
$227K +$5.43K +237 +2%
FWM
64
Fairhaven Wealth Management
Illinois
$226K – – –
QCIG
65
Quad-Cities Investment Group
Iowa
$225K +$223K +9,720 New
UBS Group
66
UBS Group
Switzerland
$220K – – –
DE
67
Day & Ennis
Georgia
$203K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$181K +$140K +6,093 +347%
BCPWM
69
Bradley & Co Private Wealth Management
Florida
$122K – – –
GRP
70
Global Retirement Partners
California
$121K +$30.6K +1,336 +34%
PS
71
Principal Securities
Iowa
$118K +$117K +5,100 New
EWM
72
Evermay Wealth Management
Virginia
$116K +$115K +5,000 New
Comerica Bank
73
Comerica Bank
Texas
$110K +$42.7K +1,865 +65%
JP Morgan Chase
74
JP Morgan Chase
New York
$48.5K +$48.1K +2,100 New
NS
75
NBC Securities
Alabama
$45K – – –
1 2
3
4

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.