iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
111 hedge funds and large institutions have $323M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 12 closing their positions.
146% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 24
4% less capital invested
Capital invested by funds: $338M → $323M (-$14.6M)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 113 → 111 (-2)
6.19% less ownership
Funds ownership: 60.66% → 54.47% (-6.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.76M |
| 2 |
AF
Arrow Financial
Glens Falls,
New York
|
+$3.77M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.6M |
| 4 |
CFG
Carr Financial Group
Worcester,
Massachusetts
|
+$2.37M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$26.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12.4M |
| 3 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$6.61M |
| 4 |
Jane Street
New York
|
-$2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.79M |
IBHE Hedge Fund Activity: Q3 2024 in Review
111 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q3 2024, worth a combined $323M — down 4.3% from $338M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IBHE and 11 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 59 added.
The largest buyer was LPL Financial, adding an estimated $9.76M. The largest seller was Richard P. Slaughter Associates, cutting an estimated $26.9M.
- 111 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q3 2024, down from 113 in Q2 2024.
- Funds reported $323M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q3 2024, down 4.3% quarter-over-quarter.
- 11 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q3 2024 and 12 closed out, a net change of -1 holder.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q3 2024 was LPL Financial, an estimated $9.76M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q3 2024 was Richard P. Slaughter Associates, an estimated $26.9M sold.
Based on aggregated 13F filings for Q3 2024.