iShares iBonds 2027 Term High Yield and Income ETF
IBHG
48 hedge funds and large institutions have $77.2M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 2 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
17% more capital invested
Capital invested by funds: $65.9M → $77.2M (+$11.3M)
4% more funds holding
Funds holding: 46 → 48 (+2)
3.17% less ownership
Funds ownership: 50.3% → 47.14% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$3.39M |
| 2 |
GI
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 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$945K |
| 4 |
JP Morgan Chase
New York
|
-$246K |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$163K |
IBHG Hedge Fund Activity: Q3 2024 in Review
48 of the 6,978 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 $77.2M — up 17% from $65.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBHG positions and 2 closed out — a net gain of 2 holders — while 26 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.
- 48 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q3 2024, up from 46 in Q2 2024.
- Funds reported $77.2M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q3 2024 and 2 closed out, a net change of +2 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.