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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

46 hedge funds and large institutions have $65.9M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

39% more capital invested

Capital invested by funds: $47.5M → $65.9M (+$18.4M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.23% more ownership

Funds ownership: 49.07% → 50.3% (+1.2%)

0% more funds holding

Funds holding: 46 → 46 (0)

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$7.29M
2
LPL Financial
LPL Financial
California
+$3.29M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.11M
4
LIA
LBMC Investment Advisors
Tennessee
+$1.89M
5
Jane Street
Jane Street
New York
+$990K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.43M
2
RSWM
Robertson Stephens Wealth Management
California
-$566K
3
NA
NewEdge Advisors
Louisiana
-$496K
4
PI
PFG Investments
New York
-$282K
5
LNC
Lincoln National Corp
Pennsylvania
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$623K +$90.2K +4,100 +17%
MHIC
27
Marble Harbor Investment Counsel
Massachusetts
$617K +$352K +16,000 +133%
IF
28
Ironwood Financial
Arizona
$587K +$67.8K +3,081 +13%
KPWS
29
Kestra Private Wealth Services
Texas
$529K +$528K +24,021 New
SWA
30
Sightline Wealth Advisors
Connecticut
$524K +$190K +8,635 +57%
APW
31
Austin Private Wealth
Texas
$378K +$85.7K +3,895 +29%
GRP
32
Global Retirement Partners
California
$368K +$47.2K +2,144 +15%
JP Morgan Chase
33
JP Morgan Chase
New York
$358K +$358K +16,257 New
CPRC
34
Consolidated Portfolio Review Corp
New York
$334K +$54.9K +2,495 +20%
MA
35
Mutual Advisors
Nebraska
$326K +$41.4K +1,881 +15%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$231K – – –
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$217K +$217K +9,864 New
BFA
38
BBJS Financial Advisors
Washington
$217K -$10.9K -494 -5%
AWM
39
AE Wealth Management
Kansas
$212K +$212K +9,630 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$58K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$34.8K – – –
PS
42
Principal Securities
Iowa
$19.9K – – –
MFT
43
Moisand Fitzgerald Tamayo
Florida
$17.6K – – –
IAIM
44
International Assets Investment Management
Florida
$15.5K +$15.5K +705 New
UBS Group
45
UBS Group
Switzerland
$6.17K +$6.16K +280 New
CTWM
46
Cherry Tree Wealth Management
Minnesota
$4.96K – – –
FTUS
47
Flow Traders U.S.
New York
– -$1.43M -64,318 Closed
PI
48
PFG Investments
New York
– -$282K -12,658 Closed
LNC
49
Lincoln National Corp
Pennsylvania
– -$226K -10,173 Closed
SWP
50
Summit Wealth Partners
Florida
– -$202K -9,093 Closed
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IBHG Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q2 2024, worth a combined $65.9M — up 39% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBHG positions and 7 closed out — a net gain of 1 holder — while 27 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $7.29M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.43M sold.

  • 46 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $65.9M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q2 2024, up 39% quarter-over-quarter.
  • 8 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q2 2024 was HighTower Advisors, an estimated $7.29M added.
  • The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q2 2024 was Flow Traders U.S., an estimated $1.43M sold.

Based on aggregated 13F filings for Q2 2024.