iShares iBonds 2029 Term High Yield and Income ETF
IBHI
17 hedge funds and large institutions have $3.97M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
13% more funds holding
Funds holding: 15 → 17 (+2)
10% more capital invested
Capital invested by funds: $3.61M → $3.97M (+$359K)
1.99% more ownership
Funds ownership: 55.18% → 57.16% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$573K |
| 2 |
Morgan Stanley
New York
|
+$399K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$337K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$329K |
| 5 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.57M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$310K |
| 3 |
HL
HeadInvest LLC
Portland,
Maine
|
-$101K |
IBHI Hedge Fund Activity: Q4 2023 in Review
17 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q4 2023, worth a combined $3.97M — up 10% from $3.61M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBHI positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $573K. The largest seller was Jane Street, cutting an estimated $1.57M.
- 17 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q4 2023, up from 15 in Q3 2023.
- Funds reported $3.97M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $573K added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q4 2023 was Jane Street, an estimated $1.57M sold.
Based on aggregated 13F filings for Q4 2023.