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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

16 hedge funds and large institutions have $9.16M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

78% more funds holding

Funds holding: 9 → 16 (+7)

17% more capital inflows, than outflows

Capital inflows: $2.35M | Capital outflows: $2.01M

3.24% more ownership

Funds ownership: 85.3% → 88.54% (+3.2%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFS
Thoroughbred Financial Services
Tennessee
+$571K
2
WrapManager Inc
WrapManager Inc
California
+$490K
3
NewEdge Advisors
NewEdge Advisors
Louisiana
+$372K
4
Ironwood Financial
Ironwood Financial
Arizona
+$347K
5
IFP Advisors
IFP Advisors
Florida
+$240K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.39M
2
Flow Traders U.S.
Flow Traders U.S.
New York
-$385K
3
Jane Street
Jane Street
New York
-$222K
4
UBS Group
UBS Group
Switzerland
-$11K

IBHG Hedge Fund Activity: Q4 2022 in Review

16 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q4 2022, worth a combined $9.16M — up 3.4% from $8.85M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBHG positions and 1 closed out — a net gain of 7 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Thoroughbred Financial Services, opening a new position worth an estimated $571K. The largest seller was BlackRock, cutting an estimated $1.39M.

  • 16 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q4 2022, up from 9 in Q3 2022.
  • Funds reported $9.16M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 8 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q4 2022 and 1 closed out, a net change of +7 holders.
  • The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q4 2022 was Thoroughbred Financial Services, an estimated $571K added.
  • The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q4 2022 was BlackRock, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2022.