iShares iBonds 2027 Term High Yield and Income ETF
IBHG
6 hedge funds and large institutions have $8.32M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
8.15% less ownership
Funds ownership: 75.4% → 67.25% (-8.2%)
12% less capital invested
Capital invested by funds: $9.41M → $8.32M (-$1.09M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$38.1K |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$6.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$801K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$256K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $7.42M | – | – | – |
|
|
FTUS
2
Flow Traders U.S.
New York
| $826K | -$256K | -10,348 | -24% |
|
|
3
Wells Fargo
San Francisco,
California
| $38K | +$38.1K | +1,539 | New |
|
|
MFT
4
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $20K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $7K | -$2.73K | -110 | -27% |
|
|
PPWM
6
PFG Private Wealth Management
Lutz,
Florida
| $6K | +$6.07K | +245 | New |
|
|
7
Jane Street
New York
| – | -$801K | -32,089 | Closed |
|
IBHG Hedge Fund Activity: Q4 2021 in Review
6 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q4 2021, worth a combined $8.32M — down 12% from $9.41M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IBHG positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $38.1K. The largest seller was Jane Street, exiting entirely with an estimated $801K sold.
- 6 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $8.32M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q4 2021, down 12% quarter-over-quarter.
- 2 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q4 2021 and 1 closed out, a net change of +1 holder.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q4 2021 was Wells Fargo, an estimated $38.1K added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q4 2021 was Jane Street, an estimated $801K sold.
Based on aggregated 13F filings for Q4 2021.