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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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113 hedge funds and large institutions have $338M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 15

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

19% more capital invested

Capital invested by funds: $284M → $338M (+$54.1M)

10% more funds holding

Funds holding: 103 → 113 (+10)

0.56% less ownership

Funds ownership: 61.22% → 60.66% (-0.56%)

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
15
Increased
69
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Arrow Financial
New York
+$18.4M
2
DP
Denver PWM
Colorado
+$5.79M
3
SWP
Stratos Wealth Partners
Ohio
+$4.47M
4
LPL Financial
LPL Financial
California
+$4.23M
5
Bank of America
Bank of America
North Carolina
+$3.31M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$2.33M
2
NA
NewEdge Advisors
Louisiana
-$1.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
4
ATPW
Ashton Thomas Private Wealth
Arizona
-$759K
5
GLR
Great Lakes Retirement
Ohio
-$546K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
51
WrapManager Inc
California
$896K +$47.5K +2,043 +6%
OMC
52
Old Mission Capital
Illinois
$867K -$128K -5,503 -13%
CFG
53
Carr Financial Group
Massachusetts
$866K +$865K +37,187 New
NEPWA
54
New England Private Wealth Advisors
Massachusetts
$815K +$14.5K +625 +2%
WRPWM
55
Werba Rubin Papier Wealth Management
California
$805K +$6.45K +277 +0.8%
SIAS
56
Summit Investment Advisory Services
Minnesota
$760K +$760K +32,656 New
HCM
57
Howland Capital Management
Massachusetts
$750K +$219K +9,390 +41%
OIA
58
OneDigital Investment Advisors
Kansas
$600K +$600K +25,793 New
DAS
59
Diversify Advisory Services
Utah
$599K +$600K +25,796 New
TFS
60
Thoroughbred Financial Services
Tennessee
$566K +$26.2K +1,124 +5%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$562K +$94.4K +4,055 +20%
SWP
62
Summit Wealth Partners
Florida
$554K -$33.6K -1,444 -6%
SS
63
Sunbelt Securities
Texas
$516K +$46.5K +2,000 +10%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$514K -$44.2K -1,900 -8%
AWM
65
AE Wealth Management
Kansas
$458K -$2.33M -100,280 -84%
Creative Planning
66
Creative Planning
Kansas
$424K +$10.5K +450 +3%
KFAA
67
Klaas Financial Asset Advisors
Illinois
$412K +$63.5K +2,730 +18%
MFG
68
MTM Financial Group
Pennsylvania
$401K +$4.89K +210 +1%
SWA
69
Sightline Wealth Advisors
Connecticut
$376K -$54.4K -2,339 -13%
APW
70
Austin Private Wealth
Texas
$351K +$56.5K +2,426 +19%
MAS
71
Madden Advisory Services
Florida
$329K +$11.2K +482 +4%
MWM
72
Mascoma Wealth Management
New Hampshire
$324K +$320K +13,740 +7,156%
KAS
73
Kestra Advisory Services
Texas
$318K – – –
SL
74
Sentinus LLC
Illinois
$292K – – –
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$283K +$3.61K +155 +1%
1 2
3
4 5

IBHE Hedge Fund Activity: Q2 2024 in Review

113 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q2 2024, worth a combined $338M — up 19% from $284M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBHE positions and 4 closed out — a net gain of 11 holders — while 69 added to existing stakes and 15 trimmed.

The largest buyer was Arrow Financial, adding an estimated $18.4M. The largest seller was AE Wealth Management, cutting an estimated $2.33M.

  • 113 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q2 2024, up from 103 in Q1 2024.
  • Funds reported $338M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q2 2024, up 19% quarter-over-quarter.
  • 15 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q2 2024 was Arrow Financial, an estimated $18.4M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q2 2024 was AE Wealth Management, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2024.