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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
RWM
76
Rialto Wealth Management
New York
$506K +$506K +21,803 New
MA
77
MCF Advisors
Kentucky
$488K +$488K +21,033 New
SS
78
Sunbelt Securities
Texas
$450K -$24.4K -1,052 -5%
KAS
79
Kestra Advisory Services
Texas
$427K +$111K +4,769 +35%
Creative Planning
80
Creative Planning
Kansas
$424K +$255 +11 +0.1%
OMC
81
Old Mission Capital
Illinois
$419K +$419K +18,071 New
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$407K +$111K +4,779 +37%
BBW
83
Blue Barn Wealth
Utah
$402K +$402K +17,338 New
MA
84
Mutual Advisors
Nebraska
$392K -$5.47M -235,581 -93%
BlackRock
85
BlackRock
New York
$392K +$392K +16,894 New
SL
86
Sentinus LLC
Illinois
$386K – – –
QCIG
87
Quad-Cities Investment Group
Iowa
$375K +$82.2K +3,542 +28%
TWP
88
Tempus Wealth Planning
California
$373K -$163K -7,005 -30%
APW
89
Austin Private Wealth
Texas
$372K +$18.3K +787 +5%
KFAA
90
Klaas Financial Asset Advisors
Illinois
$368K +$55.9K +2,408 +18%
MAS
91
Madden Advisory Services
Florida
$350K +$2.9K +125 +0.8%
WIA
92
World Investment Advisors
California
$334K – – –
MWM
93
Mascoma Wealth Management
New Hampshire
$323K – – –
PIS
94
POM Investment Strategies
North Carolina
$321K +$321K +13,853 New
TFS
95
Thoroughbred Financial Services
Tennessee
$300K -$72.1K -3,105 -19%
AWM
96
Aprio Wealth Management
Georgia
$294K +$294K +12,688 New
Stifel Financial
97
Stifel Financial
Missouri
$294K +$294K +12,651 New
MFG
98
MTM Financial Group
Pennsylvania
$284K +$5.87K +253 +2%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$275K +$275K +11,836 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$271K +$1.14K +49 +0.4%
2 3
4
5 6

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.