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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

15 hedge funds and large institutions have $3.61M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

25% more funds holding

Funds holding: 12 → 15 (+3)

18% more capital invested

Capital invested by funds: $3.06M → $3.61M (+$556K)

4.33% less ownership

Funds ownership: 45.72% → 41.38% (-4.3%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPWM
Straight Path Wealth Management
Michigan
+$241K
2
Jane Street
Jane Street
New York
+$169K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$129K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$121K
5
Bank of America
Bank of America
North Carolina
+$109K

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$1.87M +$169K +7,660 +10%
WI
2
WrapManager Inc
California
$503K +$30.1K +1,363 +6%
FTUS
3
Flow Traders U.S.
New York
$310K +$77.5K +3,504 +33%
SPWM
4
Straight Path Wealth Management
Michigan
$238K +$241K +10,907 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$157K +$129K +5,835 +431%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$122K +$121K +5,492 New
Bank of America
7
Bank of America
North Carolina
$113K +$109K +4,949 +2,209%
HL
8
HeadInvest LLC
Maine
$101K +$104K +4,703 New
Wells Fargo
9
Wells Fargo
California
$94.6K +$3.82K +173 +4%
BCPWM
10
Bradley & Co Private Wealth Management
Florida
$54.7K – – –
IA
11
IFP Advisors
Florida
$25.5K +$442 +20 +2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
HWA
13
HHM Wealth Advisors
Tennessee
$3.77K – – –
UBS Group
14
UBS Group
Switzerland
$2.12K +$2.14K +97 New
Morgan Stanley
15
Morgan Stanley
New York
$1.22K – – –
NA
16
NewEdge Advisors
Louisiana
– -$364K -16,314 Closed

IBHI Hedge Fund Activity: Q3 2023 in Review

15 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q3 2023, worth a combined $3.61M — up 18% from $3.06M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBHI positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Straight Path Wealth Management, opening a new position worth an estimated $241K. The largest seller was NewEdge Advisors, exiting entirely with an estimated $364K sold.

  • 15 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q3 2023, up from 12 in Q2 2023.
  • Funds reported $3.61M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q3 2023, up 18% quarter-over-quarter.
  • 4 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
  • The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q3 2023 was Straight Path Wealth Management, an estimated $241K added.
  • The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q3 2023 was NewEdge Advisors, an estimated $364K sold.

Based on aggregated 13F filings for Q3 2023.