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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
MAS
76
Madden Advisory Services
Florida
– -$400K -17,243 Closed
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
– -$394K -16,977 Closed
SL
78
Sentinus LLC
Illinois
– -$386K -16,640 Closed
MA
79
MONECO Advisors
Connecticut
– -$366K -15,773 Closed
HFA
80
High Falls Advisors
New York
– -$359K -15,444 Closed
AWM
81
AE Wealth Management
Kansas
– -$353K -15,213 Closed
HSG
82
Helen Stephens Group
Texas
– -$344K -14,795 Closed
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
– -$336K -14,459 Closed
WIA
84
World Investment Advisors
California
– -$334K -14,400 Closed
MWM
85
Mascoma Wealth Management
New Hampshire
– -$324K -13,932 Closed
SS
86
Sunbelt Securities
Texas
– -$319K -13,750 Closed
LI
87
LRI Investments
Florida
– -$307K -13,209 Closed
APW
88
Austin Private Wealth
Texas
– -$306K -13,159 Closed
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
– -$299K -12,885 Closed
OMC
90
Old Mission Capital
Illinois
– -$291K -12,549 Closed
LFS
91
Littlejohn Financial Services
Oregon
– -$286K -12,316 Closed
NEPWA
92
New England Private Wealth Advisors
Massachusetts
– -$281K -12,120 Closed
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
– -$280K -12,059 Closed
Creative Planning
94
Creative Planning
Kansas
– -$277K -11,944 Closed
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
– -$274K -11,802 Closed
BAM
96
Belpointe Asset Management
Nevada
– -$274K -11,800 Closed
Stifel Financial
97
Stifel Financial
Missouri
– -$274K -11,783 Closed
TWP
98
Tempus Wealth Planning
California
– -$270K -11,619 Closed
T
99
Tableaux
Massachusetts
– -$269K -11,600 Closed
PFA
100
Pure Financial Advisors
California
– -$266K -11,461 Closed
2 3
4
5 6

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.