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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
MAM
101
Mainsail Asset Management
Alabama
– -$260K -11,217 Closed
HF
102
HRT Financial
New York
– -$249K -10,735 Closed
MAG
103
M3 Advisory Group
Massachusetts
– -$245K -10,543 Closed
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
– -$239K -10,344 Closed
KW
105
Keyvantage Wealth
Pennsylvania
– -$233K -10,026 Closed
SWP
106
Summit Wealth Partners
Florida
– -$231K -9,947 Closed
TSS
107
Two Sigma Securities
New York
– -$230K -9,924 Closed
IWM
108
IHT Wealth Management
Illinois
– -$205K -8,833 Closed
MA
109
Mutual Advisors
Nebraska
– -$204K -8,780 Closed
CF
110
Cyr Financial
Illinois
– -$201K -8,641 Closed
HWMT
111
Heritage Wealth Management (Texas)
Texas
– -$200K -8,631 Closed
SB
112
Strategic Blueprint
Georgia
– -$200K -8,615 Closed
TC
113
TFR Capital
Texas
– -$200K -8,615 Closed
GRP
114
Global Retirement Partners
California
– -$195K -8,414 Closed
ASN
115
Advisory Services Network
Georgia
– -$128K -5,498 Closed
PS
116
Principal Securities
Iowa
– -$98.8K -4,253 Closed
VNA
117
Valley National Advisers
Pennsylvania
– -$75K -3,231 Closed
FFA
118
Farther Finance Advisors
California
– -$70.7K -3,045 Closed
BTI
119
Blue Trust Inc
Georgia
– -$65.3K -2,812 Closed
NSIM
120
North Star Investment Management
Illinois
– -$62.7K -2,700 Closed
CTWM
121
Cherry Tree Wealth Management
Minnesota
– -$61.3K -2,642 Closed
PTC
122
Private Trust Company
Ohio
– -$53.8K -2,319 Closed
NS
123
NBC Securities
Alabama
– -$46.2K -1,988 Closed
SHIM
124
Stone House Investment Management
Pennsylvania
– -$45.9K -1,975 Closed
Comerica Bank
125
Comerica Bank
Texas
– -$44.2K -1,903 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.