iShares iBonds 2027 Term High Yield and Income ETF
IBHG
32 hedge funds and large institutions have $36.1M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 4 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 2
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
32% more capital invested
Capital invested by funds: $27.3M → $36.1M (+$8.76M)
19% more funds holding
Funds holding: 27 → 32 (+5)
12.72% less ownership
Funds ownership: 63.48% → 50.76% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.93M |
| 2 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$2.31M |
| 3 |
Morgan Stanley
New York
|
+$1.56M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.56M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$5.06M |
| 2 |
Jane Street
New York
|
-$3.73M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$344K |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$27.6K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$20.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Summit Wealth Partners
Orlando,
Florida
| $202K | +$197K | +9,093 | New |
|
|
EWM
27
Evermay Wealth Management
Arlington,
Virginia
| $111K | +$108K | +5,000 | New |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $83.7K | – | – | – |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $59K | +$17.6K | +813 | +44% |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $20K | +$19.5K | +902 | New |
|
|
MFT
31
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $17.8K | – | – | – |
|
|
BCPWM
32
Bradley & Co Private Wealth Management
Miami,
Florida
| $7K | – | – | – |
|
|
33
BlackRock
New York
| – | -$5.06M | -235,000 | Closed |
|
|
34
Jane Street
New York
| – | -$3.73M | -173,226 | Closed |
|
|
PFM
35
Phillips Financial Management
Fort Wayne,
Indiana
| – | -$27.6K | -1,283 | Closed |
|
|
FFA
36
Farther Finance Advisors
San Francisco,
California
| – | -$20.8K | -966 | Closed |
|
IBHG Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q4 2023, worth a combined $36.1M — up 32% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBHG positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.93M. The largest seller was BlackRock, exiting entirely with an estimated $5.06M sold.
- 32 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $36.1M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q4 2023, up 32% quarter-over-quarter.
- 9 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $4.93M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q4 2023 was BlackRock, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2023.