iShares iBonds 2027 Term High Yield and Income ETF
IBHG
117 hedge funds and large institutions have $263M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 7 closing their positions.
314% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 7
314% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 14
173% more capital inflows, than outflows
Capital inflows: $78.1M | Capital outflows: $28.7M
23% more funds holding
Funds holding: 95 → 117 (+22)
2.47% more ownership
Funds ownership: 60.39% → 62.85% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$19.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.75M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.51M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.05M |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$16.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.55M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$969K |
| 4 |
JP Morgan Chase
New York
|
-$772K |
| 5 |
Morgan Stanley
New York
|
-$649K |
IBHG Hedge Fund Activity: Q4 2025 in Review
117 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q4 2025, worth a combined $263M — up 22% from $215M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IBHG positions and 7 closed out — a net gain of 22 holders — while 58 added to existing stakes and 14 trimmed.
The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $19.9M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $16.9M.
- 117 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q4 2025, up from 95 in Q3 2025.
- Funds reported $263M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q4 2025, up 22% quarter-over-quarter.
- 29 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q4 2025 and 7 closed out, a net change of +22 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q4 2025 was Federation des caisses Desjardins du Quebec, an estimated $19.9M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q4 2025 was Northwestern Mutual Wealth Management, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2025.