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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
– -$41.8K -1,800 Closed
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
– -$41K -1,755 Closed
NB
128
NBT Bank
New York
– -$36.9K -1,590 Closed
BCPWM
129
Bradley & Co Private Wealth Management
Florida
– -$23.2K -1,000 Closed
PWA
130
Physician Wealth Advisors
Utah
– -$23.2K -1,000 Closed
CI
131
CX Institutional
Indiana
– -$23K -998 Closed
ACA
132
Aptus Capital Advisors
Alabama
– -$23.1K -996 Closed
HI
133
Harbour Investments
Wisconsin
– -$10.1K -435 Closed
HPC
134
HM Payson & Co
Maine
– -$10K -431 Closed
US Bancorp
135
US Bancorp
Minnesota
– -$9.29K -400 Closed
VWA
136
VSM Wealth Advisory
Maryland
– -$8.78K -378 Closed
JP Morgan Chase
137
JP Morgan Chase
New York
– -$7.72K -332 Closed
MFT
138
Moisand Fitzgerald Tamayo
Florida
– -$4.64K -200 Closed
CA
139
Clearstead Advisors
Ohio
– -$3.44K -148 Closed
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
– -$1.04K -45 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.