iShares iBonds 2028 Term High Yield and Income ETF
IBHH
52 hedge funds and large institutions have $98.9M 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, 29 increasing their positions, 1 reducing their positions, and 2 closing their positions.
2,800% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 1
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
36% more capital invested
Capital invested by funds: $72.8M → $98.9M (+$26.1M)
27% more funds holding
Funds holding: 41 → 52 (+11)
5.91% more ownership
Funds ownership: 53.7% → 59.61% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
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 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$426K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$354K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$42.8K |
IBHH Hedge Fund Activity: Q4 2024 in Review
52 of the 7,606 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 $98.9M — up 36% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBHH positions and 2 closed out — a net gain of 14 holders — while 29 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.
- 52 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q4 2024, up from 41 in Q3 2024.
- Funds reported $98.9M 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.