iShares iBonds 2027 Term High Yield and Income ETF
IBHG
86 hedge funds and large institutions have $190M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
52% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 25
16% more capital invested
Capital invested by funds: $163M → $190M (+$26.5M)
12% more funds holding
Funds holding: 77 → 86 (+9)
0.38% more ownership
Funds ownership: 59.22% → 59.6% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$6.86M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$4.17M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.79M |
| 5 |
Morgan Stanley
New York
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMMA Investing
Foster City,
California
|
-$3.85M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$2.83M |
| 3 |
Jane Street
New York
|
-$2.38M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$953K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$772K |
IBHG Hedge Fund Activity: Q2 2025 in Review
86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q2 2025, worth a combined $190M — up 16% from $163M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBHG positions and 4 closed out — a net gain of 10 holders — while 38 added to existing stakes and 25 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $16M. The largest seller was GAMMA Investing, cutting an estimated $3.85M.
- 86 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q2 2025, up from 77 in Q1 2025.
- Funds reported $190M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
- 14 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q2 2025 and 4 closed out, a net change of +10 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q2 2025 was Osaic Holdings, an estimated $16M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q2 2025 was GAMMA Investing, an estimated $3.85M sold.
Based on aggregated 13F filings for Q2 2025.