We are live on ! Find out more
IBHG icon

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

57,663% more capital inflows, than outflows

Capital inflows: $7.71M | Capital outflows: $13.4K

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

38% more funds holding

Funds holding: 16 → 22 (+6)

31.71% less ownership

Funds ownership: 88.54% → 56.83% (-32%)

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
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
+$1.15M
3
Flow Traders U.S.
Flow Traders U.S.
New York
+$951K
4
Bank of America
Bank of America
North Carolina
+$411K
5
Straight Path Wealth Management
Straight Path Wealth Management
Michigan
+$342K

Top Sellers

Rank Fund Capital Flow
1
NewEdge Advisors
NewEdge Advisors
Louisiana
-$8.36K
2
WrapManager Inc
WrapManager Inc
California
-$5K

IBHG Hedge Fund Activity: Q1 2023 in Review

22 of the 6,289 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.