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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.

New
Increased
Maintained
Reduced
Closed

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%)

96% less capital inflows, than outflows

Capital inflows: $44.2K | Capital outflows: $1.06M

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$38.1K
2
PFG Private Wealth Management
PFG Private Wealth Management
Florida
+$6.07K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$801K
2
Flow Traders U.S.
Flow Traders U.S.
New York
-$256K
3
UBS Group
UBS Group
Switzerland
-$2.73K

IBHG Hedge Fund Activity: Q4 2021 in Review

6 of the 6,523 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.