iShares iBonds 2021 Term High Yield and Income ETF
IBHA
IBHA was delisted on the 15th of December, 2021.
22 hedge funds and large institutions have $12.2M invested in iShares iBonds 2021 Term High Yield and Income ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
38% more funds holding
Funds holding: 16 → 22 (+6)
12% more capital invested
Capital invested by funds: $10.9M → $12.2M (+$1.3M)
1.04% more ownership
Funds ownership: 40.89% → 41.93% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$665K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$468K |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$389K |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
+$300K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.52M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$352K |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$214K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$68.7K |
IBHA Hedge Fund Activity: Q4 2020 in Review
22 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2021 Term High Yield and Income ETF (IBHA) for Q4 2020, worth a combined $12.2M — up 12% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBHA positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $665K. The largest seller was Jane Street, cutting an estimated $1.52M.
- 22 institutional investors held iShares iBonds 2021 Term High Yield and Income ETF (IBHA) as of Q4 2020, up from 16 in Q3 2020.
- Funds reported $12.2M of iShares iBonds 2021 Term High Yield and Income ETF stock for Q4 2020, up 12% quarter-over-quarter.
- 8 funds opened new iShares iBonds 2021 Term High Yield and Income ETF positions in Q4 2020 and 2 closed out, a net change of +6 holders.
- The largest iShares iBonds 2021 Term High Yield and Income ETF buyer in Q4 2020 was Morgan Stanley, an estimated $665K added.
- The largest iShares iBonds 2021 Term High Yield and Income ETF seller in Q4 2020 was Jane Street, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2020.