iShares iBonds 2027 Term High Yield and Income ETF
IBHG
50 hedge funds and large institutions have $77.3M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 2 closing their positions.
208% more capital inflows, than outflows
Capital inflows: $14.1M | Capital outflows: $4.6M
170% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 10
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
6% more funds holding
Funds holding: 47 → 50 (+3)
3.12% less ownership
Funds ownership: 50.32% → 47.2% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$3.39M |
| 2 |
GAMMA Investing
Foster City,
California
|
+$2.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.16M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.08M |
| 5 |
Morgan Stanley
New York
|
+$659K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.43M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.37M |
| 3 |
Krilogy Financial
St. Louis,
Missouri
|
-$945K |
| 4 |
JP Morgan Chase
New York
|
-$246K |
| 5 |
Robertson Stephens Wealth Management
San Francisco,
California
|
-$163K |
IBHG Hedge Fund Activity: Q3 2024 in Review
50 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q3 2024, worth a combined $77.3M — up 17% from $66M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHG positions and 2 closed out — a net gain of 3 holders — while 27 added to existing stakes and 10 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $3.39M. The largest seller was Jane Street, cutting an estimated $1.43M.
- 50 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q3 2024, up from 47 in Q2 2024.
- Funds reported $77.3M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q3 2024 was LBMC Investment Advisors, an estimated $3.39M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q3 2024 was Jane Street, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2024.