iShares iBonds 2027 Term High Yield and Income ETF
IBHG
27 hedge funds and large institutions have $27.3M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
41% more capital invested
Capital invested by funds: $19.4M → $27.3M (+$7.89M)
8% more funds holding
Funds holding: 25 → 27 (+2)
7.84% more ownership
Funds ownership: 55.63% → 63.48% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.43M |
| 2 |
Jane Street
New York
|
+$1.64M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$547K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.63M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$635K |
| 3 |
Morgan Stanley
New York
|
-$42.4K |
| 4 |
SF
Safeguard Financial
Minocqua,
Wisconsin
|
-$37K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$651 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$8.67K | +400 | New |
|
|
BCPWM
27
Bradley & Co Private Wealth Management
Miami,
Florida
| $6.78K | – | – | – |
|
|
FTUS
28
Flow Traders U.S.
New York
| – | -$635K | -29,108 | Closed |
|
|
SF
29
Safeguard Financial
Minocqua,
Wisconsin
| – | -$37K | -1,733 | Closed |
|
IBHG Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q3 2023, worth a combined $27.3M — up 41% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBHG positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $4.43M. The largest seller was Osaic Holdings, cutting an estimated $4.63M.
- 27 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $27.3M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q3 2023, up 41% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $4.43M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q3 2023 was Osaic Holdings, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2023.