iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
89 hedge funds and large institutions have $232M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 6 closing their positions.
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
185% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 13
26% more capital invested
Capital invested by funds: $183M → $232M (+$48.5M)
25% more funds holding
Funds holding: 71 → 89 (+18)
2.98% less ownership
Funds ownership: 74.05% → 71.07% (-3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$11.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.67M |
| 3 |
Morgan Stanley
New York
|
+$6.79M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.09M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.93M |
| 2 |
Jane Street
New York
|
-$2.83M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.59M |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$1.5M |
| 5 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$1.34M |
IBHE Hedge Fund Activity: Q4 2023 in Review
89 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q4 2023, worth a combined $232M — up 26% from $183M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBHE positions and 6 closed out — a net gain of 18 holders — while 37 added to existing stakes and 13 trimmed.
The largest buyer was Ashton Thomas Private Wealth, adding an estimated $11.4M. The largest seller was Bank of America, cutting an estimated $4.93M.
- 89 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q4 2023, up from 71 in Q3 2023.
- Funds reported $232M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 24 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q4 2023 and 6 closed out, a net change of +18 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q4 2023 was Ashton Thomas Private Wealth, an estimated $11.4M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q4 2023 was Bank of America, an estimated $4.93M sold.
Based on aggregated 13F filings for Q4 2023.