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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

48 hedge funds and large institutions have $77.2M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $65.9M → $77.2M (+$11.3M)

4% more funds holding

Funds holding: 46 → 48 (+2)

3.17% less ownership

Funds ownership: 50.3% → 47.14% (-3.2%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LIA
LBMC Investment Advisors
Tennessee
+$3.39M
2
GI
GAMMA Investing
California
+$2.1M
3
LPL Financial
LPL Financial
California
+$1.16M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.08M
5
Morgan Stanley
Morgan Stanley
New York
+$659K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.43M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.37M
3
KF
Krilogy Financial
Missouri
-$945K
4
JP Morgan Chase
JP Morgan Chase
New York
-$246K
5
RSWM
Robertson Stephens Wealth Management
California
-$163K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
26
M3 Advisory Group
Massachusetts
$752K +$96.2K +4,317 +15%
KPWS
27
Kestra Private Wealth Services
Texas
$750K +$205K +9,184 +38%
HL
28
HeadInvest LLC
Maine
$635K +$626K +28,100 New
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$633K – – –
AWM
30
AE Wealth Management
Kansas
$510K +$289K +12,955 +135%
GRP
31
Global Retirement Partners
California
$444K +$64.9K +2,911 +17%
APW
32
Austin Private Wealth
Texas
$413K +$24.4K +1,095 +6%
CPRC
33
Consolidated Portfolio Review Corp
New York
$370K +$26.7K +1,199 +8%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$337K +$332K +14,922 New
Jane Street
35
Jane Street
New York
$271K -$1.43M -64,306 -84%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$237K – – –
SWP
37
Summit Wealth Partners
Florida
$225K +$222K +9,968 New
BFA
38
BBJS Financial Advisors
Washington
$222K +$134 +6 +0.1%
MA
39
Mutual Advisors
Nebraska
$214K -$114K -5,120 -35%
WCM
40
Windsor Capital Management
Arizona
$213K +$210K +9,433 New
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$212K -$11.3K -505 -5%
JP Morgan Chase
42
JP Morgan Chase
New York
$118K -$246K -11,026 -68%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$60K – – –
NFSG
44
Newbridge Financial Services Group
Florida
$35.7K – – –
PS
45
Principal Securities
Iowa
$20.4K – – –
MFT
46
Moisand Fitzgerald Tamayo
Florida
$18.1K – – –
UBS Group
47
UBS Group
Switzerland
$6.33K – – –
CTWM
48
Cherry Tree Wealth Management
Minnesota
$5.08K – – –
KF
49
Krilogy Financial
Missouri
– -$945K -42,914 Closed
IAIM
50
International Assets Investment Management
Florida
– -$15.5K -705 Closed
1
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IBHG Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q3 2024, worth a combined $77.2M — up 17% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBHG positions and 2 closed out — a net gain of 2 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $3.39M. The largest seller was Jane Street, cutting an estimated $1.43M.

  • 48 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q3 2024, up from 46 in Q2 2024.
  • Funds reported $77.2M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 4 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q3 2024 was LBMC Investment Advisors, an estimated $3.39M added.
  • The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q3 2024 was Jane Street, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2024.