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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$4.2M
2
RSWM
Robertson Stephens Wealth Management
California
+$1.15M
3
FTUS
Flow Traders U.S.
New York
+$951K
4
Bank of America
Bank of America
North Carolina
+$411K
5
SPWM
Straight Path Wealth Management
Michigan
+$342K

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$8.36K
2
WI
WrapManager Inc
California
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$5.17M – – –
Osaic Holdings
2
Osaic Holdings
Arizona
$4.23M +$4.2M +192,666 New
Jane Street
3
Jane Street
New York
$1.74M +$182K +8,346 +12%
FTUS
4
Flow Traders U.S.
New York
$1.2M +$951K +43,577 +396%
RSWM
5
Robertson Stephens Wealth Management
California
$1.15M +$1.15M +52,525 New
TFS
6
Thoroughbred Financial Services
Tennessee
$639K +$51.7K +2,371 +9%
IA
7
IFP Advisors
Florida
$518K +$97K +4,444 +27%
WI
8
WrapManager Inc
California
$499K -$5K -229 -1%
Bank of America
9
Bank of America
North Carolina
$441K +$411K +18,830 +1,532%
NA
10
NewEdge Advisors
Louisiana
$374K -$8.36K -383 -2%
IF
11
Ironwood Financial
Arizona
$367K +$10K +460 +3%
SPWM
12
Straight Path Wealth Management
Michigan
$344K +$342K +15,670 New
Wells Fargo
13
Wells Fargo
California
$291K +$210K +9,603 +263%
BFA
14
BBJS Financial Advisors
Washington
$226K +$65 +3 +0%
Morgan Stanley
15
Morgan Stanley
New York
$145K +$25.4K +1,164 +21%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$82.8K – – –
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$40K +$40.1K +1,840 New
PFM
18
Phillips Financial Management
Indiana
$27.2K +$27K +1,239 New
FFA
19
Farther Finance Advisors
California
$21.2K – – –
MFT
20
Moisand Fitzgerald Tamayo
Florida
$17.6K – – –
UBS Group
21
UBS Group
Switzerland
$16.8K +$16.7K +765 New
BCPWM
22
Bradley & Co Private Wealth Management
Florida
$6.92K – – –

IBHG Hedge Fund Activity: Q1 2023 in Review

22 of the 6,275 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.