iShares iBonds 2028 Term High Yield and Income ETF
IBHH
13 hedge funds and large institutions have $9.8M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
13.41% less ownership
Funds ownership: 75.52% → 62.11% (-13%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
55% less capital inflows, than outflows
Capital inflows: $333K | Capital outflows: $746K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$209K |
| 2 |
Straight Path Wealth Management
Jenison,
Michigan
|
+$60.9K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$29.7K |
| 4 |
IFP Advisors
Tampa,
Florida
|
+$25.3K |
| 5 |
BWM
Bullock Wealth Management
Bloomington,
Indiana
|
+$8.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flow Traders U.S.
New York
|
-$539K |
| 2 |
Jane Street
New York
|
-$163K |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$22.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.64K |
IBHH Hedge Fund Activity: Q2 2023 in Review
13 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q2 2023, worth a combined $9.8M — down 4.9% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IBHH positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $209K. The largest seller was Flow Traders U.S., cutting an estimated $539K.
- 13 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q2 2023, up from 12 in Q1 2023.
- Funds reported $9.8M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q2 2023, down 4.9% quarter-over-quarter.
- 2 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q2 2023 was Integrated Wealth Concepts, an estimated $209K added.
- The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q2 2023 was Flow Traders U.S., an estimated $539K sold.
Based on aggregated 13F filings for Q2 2023.