iShares iBonds 2029 Term High Yield and Income ETF
IBHI
25 hedge funds and large institutions have $20.3M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
44% more capital invested
Capital invested by funds: $14.1M → $20.3M (+$6.22M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 24 → 25 (+1)
2.64% more ownership
Funds ownership: 40.11% → 42.75% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.33M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.86M |
| 3 |
LPL Financial
San Diego,
California
|
+$640K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$606K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$490K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.8M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.27M |
| 3 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
-$200K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$78.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
26
Flow Traders U.S.
New York
| – | -$1.27M | -54,319 | Closed |
|
|
MAG
27
M3 Advisory Group
Needham Heights,
Massachusetts
| – | -$200K | -8,558 | Closed |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$18.9K | -807 | Closed |
|
|
HWA
29
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$4.04K | -173 | Closed |
|
IBHI Hedge Fund Activity: Q2 2024 in Review
25 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q2 2024, worth a combined $20.3M — up 44% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHI positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $4.33M. The largest seller was Jane Street, cutting an estimated $1.8M.
- 25 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $20.3M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q2 2024, up 44% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q2 2024 and 4 closed out, a net change of +1 holder.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q2 2024 was Bank of America, an estimated $4.33M added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q2 2024 was Jane Street, an estimated $1.8M sold.
Based on aggregated 13F filings for Q2 2024.