iShares iBonds 2027 Term High Yield and Income ETF
IBHG
9 hedge funds and large institutions have $8.85M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6.31% less ownership
Funds ownership: 91.61% → 85.3% (-6.3%)
8% less capital invested
Capital invested by funds: $9.66M → $8.85M (-$813K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$109K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$82K |
| 3 |
Jane Street
New York
|
+$69.2K |
| 4 |
Morgan Stanley
New York
|
+$61.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$981K |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$24K |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $6.21M | – | – | – |
|
|
2
Jane Street
New York
| $1.68M | +$69.2K | +3,179 | +4% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $601K | -$981K | -45,076 | -61% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $124K | +$109K | +4,992 | New |
|
|
5
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $78K | +$82K | +3,769 | New |
|
6
Wells Fargo
San Francisco,
California
| $73K | – | – | – |
|
|
7
Morgan Stanley
New York
| $58K | +$61.4K | +2,823 | +282,300% |
|
|
MFT
8
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $17K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $11K | +$3.98K | +183 | +56% |
|
|
PWM
10
Prentice Wealth Management
Rochester,
New York
| – | -$24K | -1,150 | Closed |
|
|
PPWM
11
PFG Private Wealth Management
Lutz,
Florida
| – | -$5K | -245 | Closed |
|
IBHG Hedge Fund Activity: Q3 2022 in Review
9 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q3 2022, worth a combined $8.85M — down 8.4% from $9.66M a quarter earlier.
Fund positioning in IBHG was balanced in Q3 2022: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $109K. The largest seller was Flow Traders U.S., cutting an estimated $981K.
- 9 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $8.85M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q3 2022, down 8.4% quarter-over-quarter.
- 2 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q3 2022 and 2 closed out, a net change of 0 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q3 2022 was IFP Advisors, an estimated $109K added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q3 2022 was Flow Traders U.S., an estimated $981K sold.
Based on aggregated 13F filings for Q3 2022.