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iShares iBonds 2028 Term High Yield and Income ETF

26 hedge funds and large institutions have $24.9M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

362% more capital invested

Capital invested by funds: $5.39M → $24.9M (+$19.5M)

160% more funds holding

Funds holding: 1026 (+16)

18.8% more ownership

Funds ownership: 34.7%53.5% (+19%)

Holders
26
Holders Change
+16
Holders Change %
+160%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
7
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

IBHH Hedge Fund Activity: Q4 2023 in Review

26 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q4 2023, worth a combined $24.9M — up 362% from $5.39M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBHH positions and 1 closed out — a net gain of 16 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $10.4M. The largest seller was BlackRock, exiting entirely with an estimated $3.99M sold.

  • 26 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $24.9M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q4 2023, up 362% quarter-over-quarter.
  • 17 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q4 2023 and 1 closed out, a net change of +16 holders.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q4 2023 was NewEdge Advisors, an estimated $10.4M added.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q4 2023 was BlackRock, an estimated $3.99M sold.

Based on aggregated 13F filings for Q4 2023.