iShares iBonds 2028 Term High Yield and Income ETF
IBHH
36 hedge funds and large institutions have $37.6M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 5 closing their positions.
475% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 4
12% more capital invested
Capital invested by funds: $33.6M → $37.6M (+$4.04M)
3.14% less ownership
Funds ownership: 49.61% → 46.47% (-3.1%)
5% less funds holding
Funds holding: 38 → 36 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.05M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$963K |
| 3 |
LPL Financial
San Diego,
California
|
+$825K |
| 4 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
+$685K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$508K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$823K |
| 2 |
RBFC
Roman Butler Fullerton & Co
St Louis,
Missouri
|
-$567K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$212K |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$201K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$100K |
IBHH Hedge Fund Activity: Q2 2024 in Review
36 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q2 2024, worth a combined $37.6M — up 12% from $33.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IBHH and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 23 added.
The largest buyer was LBMC Investment Advisors, adding an estimated $1.05M. The largest seller was NewEdge Advisors, cutting an estimated $823K.
- 36 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q2 2024, down from 38 in Q1 2024.
- Funds reported $37.6M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
- The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q2 2024 was LBMC Investment Advisors, an estimated $1.05M added.
- The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q2 2024 was NewEdge Advisors, an estimated $823K sold.
Based on aggregated 13F filings for Q2 2024.