iShares iBonds 2027 Term High Yield and Income ETF
IBHG
94 hedge funds and large institutions have $215M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 9 closing their positions.
194% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 16
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $190M → $215M (+$25M)
9% more funds holding
Funds holding: 86 → 94 (+8)
0.72% more ownership
Funds ownership: 59.6% → 60.32% (+0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$6.58M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.32M |
| 3 |
HC
Hurley Capital
New York
|
+$3.29M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.74M |
| 5 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.32M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.23M |
| 3 |
GI
GAMMA Investing
Foster City,
California
|
-$1.15M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$789K |
| 5 |
Jane Street
New York
|
-$492K |
IBHG Hedge Fund Activity: Q3 2025 in Review
94 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q3 2025, worth a combined $215M — up 13% from $190M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBHG positions and 9 closed out — a net gain of 11 holders — while 47 added to existing stakes and 16 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $6.58M. The largest seller was Osaic Holdings, cutting an estimated $1.32M.
- 94 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q3 2025, up from 86 in Q2 2025.
- Funds reported $215M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
- 20 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q3 2025 and 9 closed out, a net change of +11 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q3 2025 was LBMC Investment Advisors, an estimated $6.58M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q3 2025 was Osaic Holdings, an estimated $1.32M sold.
Based on aggregated 13F filings for Q3 2025.