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iShares iBonds 2028 Term High Yield and Income ETF
IBHH

6 hedge funds and large institutions have $10.4M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 3 → 6 (+3)

3% more capital invested

Capital invested by funds: $10.1M → $10.4M (+$281K)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

29.4% less ownership

Funds ownership: 116.8% → 87.4% (-29%)

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$1.23M
2
WI
WrapManager Inc
California
+$468K
3
Jane Street
Jane Street
New York
+$262K
4
BCPWM
Bradley & Co Private Wealth Management
Florida
+$6.65K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$697K

IBHH Hedge Fund Activity: Q4 2022 in Review

6 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q4 2022, worth a combined $10.4M — up 2.8% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBHH positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.23M. The largest seller was Flow Traders U.S., cutting an estimated $697K.

  • 6 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q4 2022, up from 3 in Q3 2022.
  • Funds reported $10.4M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 3 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $1.23M added.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q4 2022 was Flow Traders U.S., an estimated $697K sold.

Based on aggregated 13F filings for Q4 2022.