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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
IA
1
IFP Advisors
Florida
$1.03M -$54.6K -2,358 -5%
LPL Financial
2
LPL Financial
California
– -$30M -1,291,304 Closed
SIA
3
SkyView Investment Advisors
New Jersey
– -$22M -945,683 Closed
OIA
4
OneDigital Investment Advisors
Kansas
– -$20.3M -875,077 Closed
Morgan Stanley
5
Morgan Stanley
New York
– -$18.4M -793,424 Closed
AF
6
Arrow Financial
New York
– -$15.5M -669,534 Closed
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
– -$14.7M -632,436 Closed
Raymond James Financial
8
Raymond James Financial
Florida
– -$12.1M -521,368 Closed
Wells Fargo
9
Wells Fargo
California
– -$10.5M -453,085 Closed
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
– -$9.64M -415,147 Closed
SWM
11
Scissortail Wealth Management
Oklahoma
– -$9M -387,581 Closed
KTM
12
Keeler Thomas Management
Utah
– -$8.26M -355,904 Closed
LIA
13
LBMC Investment Advisors
Tennessee
– -$6.87M -296,042 Closed
SWP
14
Stratos Wealth Partners
Ohio
– -$5.4M -232,478 Closed
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
– -$4.67M -201,205 Closed
Bank of America
16
Bank of America
North Carolina
– -$4.3M -185,151 Closed
Lido Advisors
17
Lido Advisors
California
– -$3.25M -140,020 Closed
KPWS
18
Kestra Private Wealth Services
Texas
– -$3.16M -136,256 Closed
CL
19
COWA LLC
Oklahoma
– -$2.95M -127,151 Closed
Osaic Holdings
20
Osaic Holdings
Arizona
– -$2.9M -124,936 Closed
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
– -$2.64M -113,510 Closed
CFS
22
Commonwealth Financial Services
West Virginia
– -$2.52M -108,679 Closed
Citadel Advisors
23
Citadel Advisors
Florida
– -$2.29M -98,442 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
– -$2.17M -93,662 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– -$2.15M -92,439 Closed
1
2 3 4 5

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.