iShares iBonds 2021 Term High Yield and Income ETF
IBHA
IBHA was delisted on the 15th of December, 2021.
25 hedge funds and large institutions have $22.9M invested in iShares iBonds 2021 Term High Yield and Income ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
23% more capital invested
Capital invested by funds: $18.7M → $22.9M (+$4.22M)
14% more funds holding
Funds holding: 22 → 25 (+3)
4.31% more ownership
Funds ownership: 48.22% → 52.54% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.58M |
| 2 |
Jane Street
New York
|
+$550K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$549K |
| 4 |
PWS
Peloton Wealth Strategists
Indianapolis,
Indiana
|
+$532K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$491K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
-$177K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$71.7K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$55.6K |
| 4 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$21.9K |
| 5 |
MWP
Meridian Wealth Partners
Exton,
Pennsylvania
|
-$14K |
IBHA Hedge Fund Activity: Q2 2021 in Review
25 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2021 Term High Yield and Income ETF (IBHA) for Q2 2021, worth a combined $22.9M — up 23% from $18.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBHA positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.58M. The largest seller was Klaas Financial Asset Advisors, cutting an estimated $177K.
- 25 institutional investors held iShares iBonds 2021 Term High Yield and Income ETF (IBHA) as of Q2 2021, up from 22 in Q1 2021.
- Funds reported $22.9M of iShares iBonds 2021 Term High Yield and Income ETF stock for Q2 2021, up 23% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2021 Term High Yield and Income ETF positions in Q2 2021 and 1 closed out, a net change of +3 holders.
- The largest iShares iBonds 2021 Term High Yield and Income ETF buyer in Q2 2021 was Morgan Stanley, an estimated $1.58M added.
- The largest iShares iBonds 2021 Term High Yield and Income ETF seller in Q2 2021 was Klaas Financial Asset Advisors, an estimated $177K sold.
Based on aggregated 13F filings for Q2 2021.