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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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140 hedge funds and large institutions have $613M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 5

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

89% more capital invested

Capital invested by funds: $323M → $613M (+$289M)

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

26% more funds holding

Funds holding: 111 → 140 (+29)

3.59% more ownership

Funds ownership: 54.47% → 58.06% (+3.6%)

Holders
140
Holders Change
+29
Holders Change %
+26.13%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
59
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$18.2M
2
Morgan Stanley
Morgan Stanley
New York
+$16.4M
3
SWM
Scissortail Wealth Management
Oklahoma
+$7.62M
4
LPL Financial
LPL Financial
California
+$4.19M
5
EWA
EP Wealth Advisors
California
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.4M
2
Bank of America
Bank of America
North Carolina
-$9.9M
3
MA
Mutual Advisors
Nebraska
-$5.47M
4
DP
Denver PWM
Colorado
-$5.16M
5
Osaic Holdings
Osaic Holdings
Arizona
-$857K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$1.05M – – –
R
52
Rebalance
California
$1.04M +$542K +23,361 +108%
MAG
53
M3 Advisory Group
Massachusetts
$1.02M -$11.1K -477 -1%
DP
54
Denver PWM
Colorado
$1.01M -$5.16M -222,226 -84%
PCA
55
Prosperity Capital Advisors
Ohio
$1M -$155K -6,688 -13%
GVAG
56
Great Valley Advisor Group
Delaware
$982K +$983K +42,345 New
UBS Group
57
UBS Group
Switzerland
$977K +$724K +31,190 +285%
SPC
58
Sigma Planning Corp
Michigan
$966K +$7.82K +337 +0.8%
SCM
59
Steele Capital Management
Iowa
$950K -$179K -7,706 -16%
DWA
60
Delta Wealth Advisors
Indiana
$920K +$920K +39,648 New
WRPWM
61
Werba Rubin Papier Wealth Management
California
$916K +$114K +4,911 +14%
BCI
62
Brinker Capital Investments
Pennsylvania
$845K +$845K +36,416 New
OPS
63
Orion Portfolio Solutions
Nebraska
$845K +$845K +36,416 New
NEPWA
64
New England Private Wealth Advisors
Massachusetts
$836K +$12.7K +546 +2%
EWM
65
Endowment Wealth Management
Wisconsin
$778K +$778K +33,540 New
HCM
66
Howland Capital Management
Massachusetts
$748K – – –
RPSA
67
Richard P. Slaughter Associates
Texas
$728K -$175K -7,528 -19%
1L
68
10Elms LLP
Oklahoma
$657K +$657K +28,318 New
Baird Financial Group
69
Baird Financial Group
Wisconsin
$648K +$65K +2,801 +11%
TSS
70
Two Sigma Securities
New York
$629K +$630K +27,132 New
DAS
71
Diversify Advisory Services
Utah
$596K -$1.32K -57 -0.2%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$565K +$1.09K +47 +0.2%
TCCM
73
Timber Creek Capital Management
Massachusetts
$550K +$550K +23,702 New
SC
74
Savant Capital
Illinois
$545K +$55.9K +2,407 +11%
SWP
75
Summit Wealth Partners
Florida
$544K -$9.82K -423 -2%
1 2
3
4 5

IBHE Hedge Fund Activity: Q4 2024 in Review

140 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q4 2024, worth a combined $613M — up 89% from $323M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBHE positions and 5 closed out — a net gain of 32 holders — while 59 added to existing stakes and 28 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $18.2M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.4M.

  • 140 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $613M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q4 2024, up 89% quarter-over-quarter.
  • 37 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q4 2024 and 5 closed out, a net change of +32 holders.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q4 2024 was OneDigital Investment Advisors, an estimated $18.2M added.
  • The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2024.