iShares iBonds 2027 Term High Yield and Income ETF
IBHG
47 hedge funds and large institutions have $47.5M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 1 closing their positions.
2,813% more capital inflows, than outflows
Capital inflows: $12.7M | Capital outflows: $437K
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
320% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 5
42% more funds holding
Funds holding: 33 → 47 (+14)
43.22% less ownership
Funds ownership: 79.1% → 35.89% (-43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.42M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.96M |
| 3 |
Morgan Stanley
New York
|
+$1.09M |
| 4 |
Jane Street
New York
|
+$694K |
| 5 |
M3 Advisory Group
Needham Heights,
Massachusetts
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flow Traders U.S.
New York
|
-$174K |
| 2 |
Evermay Wealth Management
Arlington,
Virginia
|
-$111K |
| 3 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$87.1K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$33.4K |
| 5 |
Commonwealth Financial Services
Vienna,
West Virginia
|
-$17.1K |
IBHG Hedge Fund Activity: Q1 2024 in Review
47 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q1 2024, worth a combined $47.5M — up 35% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBHG positions and 1 closed out — a net gain of 14 holders — while 21 added to existing stakes and 5 trimmed.
The largest buyer was LBMC Investment Advisors, opening a new position worth an estimated $2.42M. The largest seller was Flow Traders U.S., cutting an estimated $174K.
- 47 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q1 2024, up from 33 in Q4 2023.
- Funds reported $47.5M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q1 2024, up 35% quarter-over-quarter.
- 15 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q1 2024 and 1 closed out, a net change of +14 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q1 2024 was LBMC Investment Advisors, an estimated $2.42M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q1 2024 was Flow Traders U.S., an estimated $174K sold.
Based on aggregated 13F filings for Q1 2024.