iShares iBonds 2027 Term High Yield and Income ETF
IBHG
33 hedge funds and large institutions have $35.1M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 4 closing their positions.
850% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 2
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
74% more capital inflows, than outflows
Capital inflows: $16M | Capital outflows: $9.18M
18% more funds holding
Funds holding: 28 → 33 (+5)
15.6% more ownership
Funds ownership: 63.5% → 79.1% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.93M |
| 2 |
Commonwealth Financial Services
Vienna,
West Virginia
|
+$2.31M |
| 3 |
Flow Traders U.S.
New York
|
+$1.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.31M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$916K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$5.06M |
| 2 |
Jane Street
New York
|
-$3.73M |
| 3 |
Global Retirement Partners
San Rafael,
California
|
-$344K |
| 4 |
Phillips Financial Management
Fort Wayne,
Indiana
|
-$27.6K |
| 5 |
Farther Finance Advisors
San Francisco,
California
|
-$20.8K |
IBHG Hedge Fund Activity: Q4 2023 in Review
33 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q4 2023, worth a combined $35.1M — up 29% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBHG positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.93M. The largest seller was BlackRock, exiting entirely with an estimated $5.06M sold.
- 33 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $35.1M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 9 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $4.93M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q4 2023 was BlackRock, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2023.