iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
103 hedge funds and large institutions have $284M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
100% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 23
23% more capital invested
Capital invested by funds: $232M → $284M (+$52.3M)
16% more funds holding
Funds holding: 89 → 103 (+14)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9.85% less ownership
Funds ownership: 71.07% → 61.22% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$14.5M |
| 2 |
AF
Arrow Financial
Glens Falls,
New York
|
+$10.9M |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$5.84M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.48M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$17.2M |
| 2 |
Morgan Stanley
New York
|
-$4.77M |
| 3 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$1.44M |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$797K |
| 5 |
TSWM
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
101
Mascoma Wealth Management
Hanover,
New Hampshire
| $4.49K | – | – | – |
|
102
Fidelity Investments
Boston,
Massachusetts
| $3.58K | -$7.72K | -332 | -68% |
|
|
ADL
103
Asset Dedication LLC
San Francisco,
California
| $3K | – | – | – |
|
|
GBWM
104
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| – | -$1.44M | -63,000 | Closed |
|
|
LAS
105
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$316K | -13,695 | Closed |
|
|
HL
106
HeadInvest LLC
Portland,
Maine
| – | -$239K | -10,350 | Closed |
|
|
EWM
107
Evermay Wealth Management
Arlington,
Virginia
| – | -$116K | -5,000 | Closed |
|
108
JP Morgan Chase
New York
| – | -$48.5K | -2,100 | Closed |
|
|
BI
109
Bramshill Investments
Naples,
Florida
| – | -$16.2K | -700 | Closed |
|
|
PFBT
110
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$11.8K | -509 | Closed |
|
|
TAM
111
Tucker Asset Management
Littleton,
Colorado
| – | -$277 | -12 | Closed |
|
IBHE Hedge Fund Activity: Q1 2024 in Review
103 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q1 2024, worth a combined $284M — up 23% from $232M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBHE positions and 8 closed out — a net gain of 17 holders — while 46 added to existing stakes and 23 trimmed.
The largest buyer was Richard P. Slaughter Associates, adding an estimated $14.5M. The largest seller was AE Wealth Management, cutting an estimated $17.2M.
- 103 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q1 2024, up from 89 in Q4 2023.
- Funds reported $284M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q1 2024, up 23% quarter-over-quarter.
- 25 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q1 2024 and 8 closed out, a net change of +17 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q1 2024 was Richard P. Slaughter Associates, an estimated $14.5M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q1 2024 was AE Wealth Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2024.