iShares iBonds 2029 Term High Yield and Income ETF
IBHI
11 hedge funds and large institutions have $6.76M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
13.94% less ownership
Funds ownership: 89.11% → 75.17% (-14%)
27% less capital invested
Capital invested by funds: $9.3M → $6.76M (-$2.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.44M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$92.5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$27.9K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$25.1K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.5M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$146K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11.7K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$8.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $4.48M | +$3.44M | +154,788 | +347% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $839K | -$146K | -6,584 | -15% |
|
|
WI
3
WrapManager Inc
Mill Valley,
California
| $491K | +$8.49K | +382 | +2% |
|
|
NA
4
NewEdge Advisors
New Orleans,
Louisiana
| $375K | -$8.22K | -370 | -2% |
|
|
RSWM
5
Robertson Stephens Wealth Management
San Francisco,
California
| $263K | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $178K | +$92.5K | +4,164 | +111% |
|
|
BCPWM
7
Bradley & Co Private Wealth Management
Miami,
Florida
| $56.4K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | +$27.9K | +1,255 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $25.4K | +$25.1K | +1,130 | New |
|
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | +$20K | +902 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $4.49K | -$11.7K | -528 | -73% |
|
|
12
BlackRock
New York
| – | -$6.5M | -300,000 | Closed |
|
IBHI Hedge Fund Activity: Q1 2023 in Review
11 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q1 2023, worth a combined $6.76M — down 27% from $9.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBHI positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, adding an estimated $3.44M. The largest seller was BlackRock, exiting entirely with an estimated $6.5M sold.
- 11 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q1 2023, up from 9 in Q4 2022.
- Funds reported $6.76M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q1 2023, down 27% quarter-over-quarter.
- 3 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q1 2023 was Jane Street, an estimated $3.44M added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q1 2023 was BlackRock, an estimated $6.5M sold.
Based on aggregated 13F filings for Q1 2023.