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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)

3% more capital invested

Capital invested by funds: $8.85M → $9.16M (+$305K)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

29.97% less ownership

Funds ownership: 85.3% → 55.34% (-30%)

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

1
TFS
Thoroughbred Financial Services
Tennessee
+$571K
2
WI
WrapManager Inc
California
+$490K
3
NA
NewEdge Advisors
Louisiana
+$372K
4
IF
Ironwood Financial
Arizona
+$347K
5
IA
IFP Advisors
Florida
+$240K

Top Sellers

1
BlackRock
BlackRock
New York
-$1.39M
2
FTUS
Flow Traders U.S.
New York
-$385K
3
Jane Street
Jane Street
New York
-$222K
4
UBS Group
UBS Group
Switzerland
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$5.02M -$1.39M -65,000 -22%
Jane Street
2
Jane Street
New York
$1.51M -$222K -10,384 -13%
TFS
3
Thoroughbred Financial Services
Tennessee
$570K +$571K +26,719 New
WI
4
WrapManager Inc
California
$490K +$490K +22,933 New
IA
5
IFP Advisors
Florida
$417K +$240K +11,253 +225%
IF
6
Ironwood Financial
Arizona
$346K +$347K +16,217 New
FTUS
7
Flow Traders U.S.
New York
$235K -$385K -18,013 -62%
BFA
8
BBJS Financial Advisors
Washington
$220K +$220K +10,300 New
Morgan Stanley
9
Morgan Stanley
New York
$116K +$56.1K +2,624 +93%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$80.5K – – –
Wells Fargo
11
Wells Fargo
California
$78.1K +$3.06K +143 +4%
Bank of America
12
Bank of America
North Carolina
$26.3K +$26.3K +1,229 New
FFA
13
Farther Finance Advisors
California
$20.6K +$20.6K +966 New
MFT
14
Moisand Fitzgerald Tamayo
Florida
$17.1K – – –
BCPWM
15
Bradley & Co Private Wealth Management
Florida
$6.73K +$6.73K +315 New
NA
16
NewEdge Advisors
Louisiana
$372 +$372K +17,399 New
UBS Group
17
UBS Group
Switzerland
– -$11K -512 Closed

IBHG Hedge Fund Activity: Q4 2022 in Review

16 of the 6,221 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.