iShares iBonds 2028 Term High Yield and Income ETF
IBHH
42 hedge funds and large institutions have $72.9M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 0 closing their positions.
5,262% more capital inflows, than outflows
Capital inflows: $34.3M | Capital outflows: $639K
460% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 5
14% more funds holding
Funds holding: 37 → 42 (+5)
7.22% more ownership
Funds ownership: 46.51% → 53.73% (+7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$20.4M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$3.02M |
| 3 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
+$2.34M |
| 4 |
GAMMA Investing
Foster City,
California
|
+$1.95M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$226K |
| 2 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$189K |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$163K |
| 4 |
Old Mission Capital
Chicago,
Illinois
|
-$55.9K |
| 5 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
-$5.06K |
IBHH Hedge Fund Activity: Q3 2024 in Review
42 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q3 2024, worth a combined $72.9M — up 94% from $37.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHH positions and 0 closed out — a net gain of 5 holders — while 28 added to existing stakes and 5 trimmed.
The largest buyer was Baltimore-Washington Financial Advisors, opening a new position worth an estimated $20.4M. The largest seller was Mutual Advisors, cutting an estimated $226K.
- 42 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q3 2024, up from 37 in Q2 2024.
- Funds reported $72.9M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q3 2024, up 94% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q3 2024 and 0 closed out, a net change of +5 holders.
- The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q3 2024 was Baltimore-Washington Financial Advisors, an estimated $20.4M added.
- The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q3 2024 was Mutual Advisors, an estimated $226K sold.
Based on aggregated 13F filings for Q3 2024.