iShares iBonds 2027 Term High Yield and Income ETF
IBHG
22 hedge funds and large institutions have $17.5M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 0 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
92% more capital invested
Capital invested by funds: $9.16M → $17.5M (+$8.39M)
38% more funds holding
Funds holding: 16 → 22 (+6)
1.49% more ownership
Funds ownership: 55.34% → 56.83% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.2M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.15M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$951K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$411K |
| 5 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$8.36K |
| 2 |
WI
WrapManager Inc
Mill Valley,
California
|
-$5K |
IBHG Hedge Fund Activity: Q1 2023 in Review
22 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q1 2023, worth a combined $17.5M — up 92% from $9.16M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBHG positions and 0 closed out — a net gain of 6 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $4.2M. The largest seller was NewEdge Advisors, cutting an estimated $8.36K.
- 22 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q1 2023, up from 16 in Q4 2022.
- Funds reported $17.5M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q1 2023, up 92% quarter-over-quarter.
- 6 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q1 2023 and 0 closed out, a net change of +6 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q1 2023 was Osaic Holdings, an estimated $4.2M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q1 2023 was NewEdge Advisors, an estimated $8.36K sold.
Based on aggregated 13F filings for Q1 2023.