iShares iBonds 2029 Term High Yield and Income ETF
IBHI
46 hedge funds and large institutions have $46.9M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 3 closing their positions.
950% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 2
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
54% more capital invested
Capital invested by funds: $30.4M → $46.9M (+$16.4M)
53% more funds holding
Funds holding: 30 → 46 (+16)
10.69% more ownership
Funds ownership: 18.72% → 29.41% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.56M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$3.98M |
| 3 |
Morgan Stanley
New York
|
+$3.8M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.33M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$981K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.95M |
| 2 |
JP Morgan Chase
New York
|
-$1.6M |
| 3 |
Jane Street
New York
|
-$670K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$263K |
| 5 |
GI
GAMMA Investing
Foster City,
California
|
-$4.4K |
IBHI Hedge Fund Activity: Q4 2024 in Review
46 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q4 2024, worth a combined $46.9M — up 54% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBHI positions and 3 closed out — a net gain of 17 holders — while 21 added to existing stakes and 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.56M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.95M sold.
- 46 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $46.9M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q4 2024, up 54% quarter-over-quarter.
- 20 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q4 2024 and 3 closed out, a net change of +17 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $4.56M added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q4 2024 was Old Mission Capital, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2024.