iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$18.2M |
| 2 |
Morgan Stanley
New York
|
+$16.4M |
| 3 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$7.62M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.19M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$14.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.9M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$5.47M |
| 4 |
DP
Denver PWM
Denver,
Colorado
|
-$5.16M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$857K |
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.