iShares iBonds 2028 Term High Yield and Income ETF
IBHH
53 hedge funds and large institutions have $99M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 1 reducing their positions, and 2 closing their positions.
4,022% more capital inflows, than outflows
Capital inflows: $33.9M | Capital outflows: $823K
2,900% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 1
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
26% more funds holding
Funds holding: 42 → 53 (+11)
5.93% more ownership
Funds ownership: 53.73% → 59.66% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$7.44M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$4.18M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.86M |
| 4 |
Jane Street
New York
|
+$2M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$426K |
| 2 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$354K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$42.8K |
IBHH Hedge Fund Activity: Q4 2024 in Review
53 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q4 2024, worth a combined $99M — up 36% from $72.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBHH positions and 2 closed out — a net gain of 14 holders — while 30 added to existing stakes and 1 trimmed.
The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $7.44M. The largest seller was Old Mission Capital, exiting entirely with an estimated $426K sold.
- 53 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q4 2024, up from 42 in Q3 2024.
- Funds reported $99M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q4 2024, up 36% quarter-over-quarter.
- 16 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q4 2024 and 2 closed out, a net change of +14 holders.
- The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q4 2024 was Apollon Wealth Management, an estimated $7.44M added.
- The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q4 2024 was Old Mission Capital, an estimated $426K sold.
Based on aggregated 13F filings for Q4 2024.