iShares iBonds 2029 Term High Yield and Income ETF
IBHI
9 hedge funds and large institutions have $9.3M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
125% more funds holding
Funds holding: 4 → 9 (+5)
5% less capital invested
Capital invested by funds: $9.78M → $9.3M (-$480K)
26.54% less ownership
Funds ownership: 115.65% → 89.11% (-27%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WrapManager Inc
Mill Valley,
California
|
+$468K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$371K |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$250K |
| 4 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
+$54.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.33M |
| 2 |
Jane Street
New York
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $6.5M | – | – | – |
|
|
2
Jane Street
New York
| $967K | -$203K | -9,305 | -17% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $952K | -$1.33M | -61,018 | -58% |
|
|
WI
4
WrapManager Inc
Mill Valley,
California
| $466K | +$468K | +21,478 | New |
|
|
RSWM
5
Robertson Stephens Wealth Management
San Francisco,
California
| $255K | +$250K | +11,500 | New |
|
6
Wells Fargo
San Francisco,
California
| $81.3K | – | – | – |
|
|
BCPWM
7
Bradley & Co Private Wealth Management
Miami,
Florida
| $54.4K | +$54.6K | +2,509 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $15.8K | +$15.9K | +728 | New |
|
|
NA
9
NewEdge Advisors
New Orleans,
Louisiana
| $370 | +$371K | +17,051 | New |
|
IBHI Hedge Fund Activity: Q4 2022 in Review
9 of the 6,224 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q4 2022, worth a combined $9.3M — down 4.9% from $9.78M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHI positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was WrapManager Inc, opening a new position worth an estimated $468K. The largest seller was Flow Traders U.S., cutting an estimated $1.33M.
- 9 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q4 2022, up from 4 in Q3 2022.
- Funds reported $9.3M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q4 2022, down 4.9% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q4 2022 and 0 closed out, a net change of +5 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q4 2022 was WrapManager Inc, an estimated $468K added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q4 2022 was Flow Traders U.S., an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2022.