iShares iBonds 2028 Term High Yield and Income ETF
IBHH
39 hedge funds and large institutions have $33.6M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
266% more capital inflows, than outflows
Capital inflows: $11.8M | Capital outflows: $3.21M
44% more funds holding
Funds holding: 27 → 39 (+12)
103.38% less ownership
Funds ownership: 153.04% → 49.66% (-103%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.1M |
| 2 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.78M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$975K |
| 4 |
LPL Financial
San Diego,
California
|
+$858K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.44M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$246K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$205K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$154K |
| 5 |
Evermay Wealth Management
Arlington,
Virginia
|
-$116K |
IBHH Hedge Fund Activity: Q1 2024 in Review
39 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q1 2024, worth a combined $33.6M — up 35% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBHH positions and 3 closed out — a net gain of 12 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $2.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.44M sold.
- 39 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q1 2024, up from 27 in Q4 2023.
- Funds reported $33.6M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q1 2024, up 35% quarter-over-quarter.
- 15 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q1 2024 and 3 closed out, a net change of +12 holders.
- The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q1 2024 was NewEdge Advisors, an estimated $2.1M added.
- The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q1 2024 was Jane Street, an estimated $2.44M sold.
Based on aggregated 13F filings for Q1 2024.