iShares iBonds 2027 Term High Yield and Income ETF
IBHG
25 hedge funds and large institutions have $19.4M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
14% more funds holding
Funds holding: 22 → 25 (+3)
11% more capital invested
Capital invested by funds: $17.5M → $19.4M (+$1.88M)
1.19% less ownership
Funds ownership: 56.83% → 55.63% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$573K |
| 2 |
Jane Street
New York
|
+$401K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$330K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$318K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$553K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.8K |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
-$2.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$16.8K | -765 | Closed |
|
IBHG Hedge Fund Activity: Q2 2023 in Review
25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q2 2023, worth a combined $19.4M — up 11% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBHG positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $573K. The largest seller was Flow Traders U.S., cutting an estimated $553K.
- 25 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q2 2023, up from 22 in Q1 2023.
- Funds reported $19.4M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q2 2023 was Osaic Holdings, an estimated $573K added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q2 2023 was Flow Traders U.S., an estimated $553K sold.
Based on aggregated 13F filings for Q2 2023.