iShares iBonds 2027 Term High Yield and Income ETF
IBHG
28 hedge funds and large institutions have $27.3M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
154% more capital inflows, than outflows
Capital inflows: $13.6M | Capital outflows: $5.35M
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
7.84% more ownership
Funds ownership: 55.66% → 63.5% (+7.8%)
8% more funds holding
Funds holding: 26 → 28 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.43M |
| 2 |
Jane Street
New York
|
+$1.64M |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$547K |
| 5 |
IFP Advisors
Tampa,
Florida
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.63M |
| 2 |
Flow Traders U.S.
New York
|
-$635K |
| 3 |
Morgan Stanley
New York
|
-$42.4K |
| 4 |
Safeguard Financial
Minocqua,
Wisconsin
|
-$37K |
| 5 |
Cetera Advisors
Denver,
Colorado
|
-$651 |
IBHG Hedge Fund Activity: Q3 2023 in Review
28 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q3 2023, worth a combined $27.3M — up 41% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBHG positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $4.43M. The largest seller was Osaic Holdings, cutting an estimated $4.63M.
- 28 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q3 2023, up from 26 in Q2 2023.
- Funds reported $27.3M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q3 2023, up 41% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $4.43M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q3 2023 was Osaic Holdings, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2023.