iShares iBonds 2025 Term High Yield and Income ETF
IBHE
IBHE was delisted on the 15th of December, 2025.
148 hedge funds and large institutions have $362M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
6% more funds holding
Funds holding: 140 → 148 (+8)
2.98% more ownership
Funds ownership: 58.06% → 61.04% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less capital invested
Capital invested by funds: $366M → $362M (-$4.65M)
19% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
+$21M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.33M |
| 3 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$6.77M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.97M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$15.5M |
| 2 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$8.19M |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$6.58M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.48M |
| 5 |
AF
Arrow Financial
Glens Falls,
New York
|
-$5.32M |
IBHE Hedge Fund Activity: Q1 2025 in Review
148 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) for Q1 2025, worth a combined $362M — down 1.3% from $366M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IBHE positions and 9 closed out — a net gain of 10 holders — while 48 added to existing stakes and 59 trimmed.
The largest buyer was SkyView Investment Advisors, opening a new position worth an estimated $21M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $15.5M.
- 148 institutional investors held iShares iBonds 2025 Term High Yield and Income ETF (IBHE) as of Q1 2025, up from 140 in Q4 2024.
- Funds reported $362M of iShares iBonds 2025 Term High Yield and Income ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
- 19 funds opened new iShares iBonds 2025 Term High Yield and Income ETF positions in Q1 2025 and 9 closed out, a net change of +10 holders.
- The largest iShares iBonds 2025 Term High Yield and Income ETF buyer in Q1 2025 was SkyView Investment Advisors, an estimated $21M added.
- The largest iShares iBonds 2025 Term High Yield and Income ETF seller in Q1 2025 was Ashton Thomas Private Wealth, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2025.