iShares iBonds 2029 Term High Yield and Income ETF
IBHI
30 hedge funds and large institutions have $30.4M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
50% more capital invested
Capital invested by funds: $20.3M → $30.4M (+$10.2M)
20% more funds holding
Funds holding: 25 → 30 (+5)
4.75% less ownership
Funds ownership: 42.75% → 38% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.85M |
| 2 |
JP Morgan Chase
New York
|
+$1.64M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$892K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$530K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$645K |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$200K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$32.3K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.44K |
| 5 |
DP
Denver PWM
Denver,
Colorado
|
-$2.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $99.3K | +$33.8K | +1,436 | +53% |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $63.4K | +$62K | +2,637 | +17,580% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $29.9K | +$470 | +20 | +2% |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $22K | – | – | – |
|
|
CAM
30
Costello Asset Management
Feasterville,
Pennsylvania
| $9.57K | +$9.4K | +400 | New |
|
|
BWP
31
BSW Wealth Partners
Boulder,
Colorado
| – | -$200K | -8,647 | Closed |
|
|
DP
32
Denver PWM
Denver,
Colorado
| – | -$2.31K | -100 | Closed |
|
IBHI Hedge Fund Activity: Q3 2024 in Review
30 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q3 2024, worth a combined $30.4M — up 50% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBHI positions and 2 closed out — a net gain of 6 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.85M. The largest seller was Jane Street, cutting an estimated $645K.
- 30 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q3 2024, up from 25 in Q2 2024.
- Funds reported $30.4M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q3 2024, up 50% quarter-over-quarter.
- 8 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q3 2024 and 2 closed out, a net change of +6 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $3.85M added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q3 2024 was Jane Street, an estimated $645K sold.
Based on aggregated 13F filings for Q3 2024.