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iShares iBonds 2027 Term High Yield and Income ETF

9 hedge funds and large institutions have $9.66M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding

Funds holding: 59 (+4)

10.51% more ownership

Funds ownership: 81.1%91.61% (+11%)

0% more capital invested

Capital invested by funds: $9.63M → $9.66M (+$36K)

Holders
9
Holders Change
+4
Holders Change %
+80%
% of All Funds
0.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.33M
Jane Street
2
Jane Street
New York
$1.64M +$345K +15,403 +25%
FTUS
3
Flow Traders U.S.
New York
$1.56M +$737K +32,873 +80%
Wells Fargo
4
Wells Fargo
California
$74K +$44.2K +1,972 +128%
PWM
5
Prentice Wealth Management
New York
$24K +$25.8K +1,150 New
MFT
6
Moisand Fitzgerald Tamayo
Florida
$17K +$17.9K +800 New
UBS Group
7
UBS Group
Switzerland
$7K +$7.38K +329 New
PPWM
8
PFG Private Wealth Management
Florida
$5K
Morgan Stanley
9
Morgan Stanley
New York
+$22 +1 New

IBHG Hedge Fund Activity: Q2 2022 in Review

9 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q2 2022, worth a combined $9.66M — up 0.37% from $9.63M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBHG positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $737K.

  • 9 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q2 2022, up from 5 in Q1 2022.
  • Funds reported $9.66M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q2 2022, up 0.37% quarter-over-quarter.
  • 4 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q2 2022 and 0 closed out, a net change of +4 holders.
  • The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q2 2022 was Flow Traders U.S., an estimated $737K added.

Based on aggregated 13F filings for Q2 2022.