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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
WRPWM
51
Werba Rubin Papier Wealth Management
California
– -$751K -32,336 Closed
HCM
52
Howland Capital Management
Massachusetts
– -$749K -32,240 Closed
PCA
53
Prosperity Capital Advisors
Ohio
– -$745K -32,086 Closed
CAG
54
Csenge Advisory Group
Florida
– -$740K -31,872 Closed
FIA
55
Foundations Investment Advisors
Arizona
– -$729K -31,388 Closed
BFC
56
Bedel Financial Consulting
Indiana
– -$723K -31,140 Closed
HNW
57
High Note Wealth
Minnesota
– -$708K -30,486 Closed
KFAA
58
Klaas Financial Asset Advisors
Illinois
– -$638K -27,459 Closed
TCCM
59
Timber Creek Capital Management
Massachusetts
– -$628K -27,065 Closed
SC
60
Savant Capital
Illinois
– -$624K -26,853 Closed
Baird Financial Group
61
Baird Financial Group
Wisconsin
– -$613K -26,416 Closed
1L
62
10Elms LLP
Oklahoma
– -$611K -26,318 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$588K -25,329 Closed
NL
64
NWAM LLC
Washington
– -$564K -24,319 Closed
GVAG
65
Great Valley Advisor Group
Delaware
– -$561K -24,158 Closed
HBT
66
Heartland Bank & Trust
Illinois
– -$545K -23,481 Closed
HC
67
Hurley Capital
New York
– -$544K -23,433 Closed
QCIG
68
Quad-Cities Investment Group
Iowa
– -$539K -23,228 Closed
HighTower Advisors
69
HighTower Advisors
Illinois
– -$481K -20,698 Closed
JBA
70
Johnson Bixby & Associates
Washington
– -$478K -20,588 Closed
SPC
71
Sigma Planning Corp
Michigan
– -$451K -19,439 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
– -$420K -18,100 Closed
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
– -$412K -17,753 Closed
JWCA
74
J.W. Cole Advisors
Florida
– -$412K -17,750 Closed
BBW
75
Blue Barn Wealth
Utah
– -$403K -17,338 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.