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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$7.29M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.29M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.11M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.89M |
| 5 |
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
San Francisco,
California
|
-$566K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$496K |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$282K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
51
BSW Wealth Partners
Boulder,
Colorado
| – | -$201K | -9,017 | Closed |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$31.7K | -1,420 | Closed |
|
|
BCPWM
53
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$7.01K | -315 | Closed |
|
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.