iShares iBonds 2027 Term High Yield and Income ETF
IBHG
80 hedge funds and large institutions have $164M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 10 reducing their positions, and 5 closing their positions.
1,685% more capital inflows, than outflows
Capital inflows: $54.1M | Capital outflows: $3.03M
380% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
5.67% more ownership
Funds ownership: 53.69% → 59.36% (+5.7%)
5% more funds holding
Funds holding: 76 → 80 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.9M |
| 2 |
Keeler Thomas Management
Orem,
Utah
|
+$8.32M |
| 3 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$7.09M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.12M |
| 5 |
Jane Street
New York
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M3 Advisory Group
Needham Heights,
Massachusetts
|
-$740K |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$650K |
| 3 |
Robertson Stephens Wealth Management
San Francisco,
California
|
-$629K |
| 4 |
J.W. Cole Advisors
Tampa,
Florida
|
-$387K |
| 5 |
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$285K |
IBHG Hedge Fund Activity: Q1 2025 in Review
80 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q1 2025, worth a combined $164M — up 45% from $113M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBHG positions and 5 closed out — a net gain of 5 holders — while 48 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.9M. The largest seller was M3 Advisory Group, exiting entirely with an estimated $740K sold.
- 80 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q1 2025, up from 76 in Q4 2024.
- Funds reported $164M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q1 2025, up 45% quarter-over-quarter.
- 10 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q1 2025 and 5 closed out, a net change of +5 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q1 2025 was Wells Fargo, an estimated $9.9M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q1 2025 was M3 Advisory Group, an estimated $740K sold.
Based on aggregated 13F filings for Q1 2025.