iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
113 hedge funds and large institutions have $338M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 15 reducing their positions, and 4 closing their positions.
360% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 15
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more capital invested
Capital invested by funds: $284M → $338M (+$54.1M)
10% more funds holding
Funds holding: 103 → 113 (+10)
0.56% less ownership
Funds ownership: 61.22% → 60.66% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Arrow Financial
Glens Falls,
New York
|
+$18.4M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
+$5.79M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.47M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.33M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$759K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$546K |
IBHE Hedge Fund Activity: Q2 2024 in Review
113 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q2 2024, worth a combined $338M — up 19% from $284M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBHE positions and 4 closed out — a net gain of 11 holders — while 69 added to existing stakes and 15 trimmed.
The largest buyer was Arrow Financial, adding an estimated $18.4M. The largest seller was AE Wealth Management, cutting an estimated $2.33M.
- 113 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q2 2024, up from 103 in Q1 2024.
- Funds reported $338M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q2 2024, up 19% quarter-over-quarter.
- 15 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q2 2024 was Arrow Financial, an estimated $18.4M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q2 2024 was AE Wealth Management, an estimated $2.33M sold.
Based on aggregated 13F filings for Q2 2024.