iShares iBonds 2029 Term High Yield and Income ETF
IBHI
24 hedge funds and large institutions have $14.1M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
220% more capital invested
Capital invested by funds: $4.39M → $14.1M (+$9.67M)
41% more funds holding
Funds holding: 17 → 24 (+7)
13.03% more ownership
Funds ownership: 27.08% → 40.11% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.75M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.99M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.85M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.26M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$195K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$140K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$100K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| – | -$100K | -4,337 | Closed |
|
IBHI Hedge Fund Activity: Q1 2024 in Review
24 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q1 2024, worth a combined $14.1M — up 220% from $4.39M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBHI positions and 2 closed out — a net gain of 7 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $2.75M. The largest seller was Morgan Stanley, cutting an estimated $195K.
- 24 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q1 2024, up from 17 in Q4 2023.
- Funds reported $14.1M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q1 2024, up 220% quarter-over-quarter.
- 9 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q1 2024 and 2 closed out, a net change of +7 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q1 2024 was Jane Street, an estimated $2.75M added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $195K sold.
Based on aggregated 13F filings for Q1 2024.