iShares iBonds 2029 Term High Yield and Income ETF
IBHI
12 hedge funds and large institutions have $3.06M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
29.45% less ownership
Funds ownership: 75.17% → 45.72% (-29%)
55% less capital invested
Capital invested by funds: $6.76M → $3.06M (-$3.7M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$25.5K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.96K |
| 3 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
+$3.83K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.22K |
| 5 |
Morgan Stanley
New York
|
+$1.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.69M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$590K |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$263K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$83.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$25.4K |
IBHI Hedge Fund Activity: Q2 2023 in Review
12 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q2 2023, worth a combined $3.06M — down 55% from $6.76M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBHI positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $25.5K. The largest seller was Jane Street, cutting an estimated $2.69M.
- 12 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q2 2023, up from 11 in Q1 2023.
- Funds reported $3.06M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q2 2023, down 55% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q2 2023 was IFP Advisors, an estimated $25.5K added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q2 2023 was Jane Street, an estimated $2.69M sold.
Based on aggregated 13F filings for Q2 2023.