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iShares iBonds 2028 Term High Yield and Income ETF

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: 36 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.63M
FTUS
2
Flow Traders U.S.
New York
$2.31M -$697K -31,414 -23%
Jane Street
3
Jane Street
New York
$957K +$262K +11,800 +37%
WI
4
WrapManager Inc
California
$467K +$468K +21,118 New
BCPWM
5
Bradley & Co Private Wealth Management
Florida
$6.63K +$6.65K +300 New
NA
6
NewEdge Advisors
Louisiana
$1.23K +$1.23M +55,386 New

IBHH Hedge Fund Activity: Q4 2022 in Review

6 of the 6,222 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.