iShares iBonds 2028 Term High Yield and Income ETF
IBHH
12 hedge funds and large institutions have $10.3M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.
71% more funds holding
Funds holding: 7 → 12 (+5)
12.02% less ownership
Funds ownership: 87.54% → 75.52% (-12%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
82% less capital inflows, than outflows
Capital inflows: $352K | Capital outflows: $1.98M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Straight Path Wealth Management
Jenison,
Michigan
|
+$295K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.8K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$15.1K |
| 4 |
WrapManager Inc
Mill Valley,
California
|
+$7.41K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flow Traders U.S.
New York
|
-$1.41M |
| 2 |
Jane Street
New York
|
-$501K |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$70.4K |
IBHH Hedge Fund Activity: Q1 2023 in Review
12 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q1 2023, worth a combined $10.3M — down 0.75% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHH positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Straight Path Wealth Management, opening a new position worth an estimated $295K. The largest seller was Flow Traders U.S., cutting an estimated $1.41M.
- 12 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q1 2023, up from 7 in Q4 2022.
- Funds reported $10.3M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q1 2023, down 0.75% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q1 2023 and 0 closed out, a net change of +5 holders.
- The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q1 2023 was Straight Path Wealth Management, an estimated $295K added.
- The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q1 2023 was Flow Traders U.S., an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2023.