iShares iBonds 2027 Term High Yield and Income ETF
IBHG
73 hedge funds and large institutions have $113M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 0 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 6
52% more funds holding
Funds holding: 48 → 73 (+25)
46% more capital invested
Capital invested by funds: $77.2M → $113M (+$35.5M)
6.43% more ownership
Funds ownership: 47.14% → 53.56% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$11.4M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$5.72M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$4.33M |
| 4 |
GI
GAMMA Investing
Foster City,
California
|
+$1.27M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.15M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$130K |
| 3 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$66.7K |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$51.5K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$26.7K |
IBHG Hedge Fund Activity: Q4 2024 in Review
73 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q4 2024, worth a combined $113M — up 46% from $77.2M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IBHG positions and 0 closed out — a net gain of 28 holders — while 33 added to existing stakes and 6 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $11.4M. The largest seller was LPL Financial, cutting an estimated $2.15M.
- 73 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q4 2024, up from 48 in Q3 2024.
- Funds reported $113M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q4 2024, up 46% quarter-over-quarter.
- 28 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q4 2024 and 0 closed out, a net change of +28 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $11.4M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q4 2024 was LPL Financial, an estimated $2.15M sold.
Based on aggregated 13F filings for Q4 2024.