iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
11 hedge funds and large institutions have $6.36M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
57% more funds holding
Funds holding: 7 → 11 (+4)
14% less capital invested
Capital invested by funds: $7.38M → $6.36M (-$1.02M)
19.37% less ownership
Funds ownership: 56.79% → 37.42% (-19%)
82% less call options, than puts
Call options by funds: $5K | Put options by funds: $28K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
LifePro Asset Management
San Diego,
California
|
+$2.09M |
| 2 |
MSRI
Michael S. Ryan Inc
Latham,
New York
|
+$1.03M |
| 3 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
+$293K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$211K |
| 5 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.68M |
| 2 |
Jane Street
New York
|
-$522K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LAM
1
LifePro Asset Management
San Diego,
California
| $2.11M | +$2.09M | +80,528 | New |
|
|
MSRI
2
Michael S. Ryan Inc
Latham,
New York
| $1.04M | +$1.03M | +39,641 | New |
|
|
3
Jane Street
New York
| $882K | -$522K | -20,114 | -37% |
|
|
WI
4
WrapManager Inc
Mill Valley,
California
| $875K | +$177K | +6,837 | +26% |
|
|
SPWM
5
Straight Path Wealth Management
Jenison,
Michigan
| $642K | +$293K | +11,275 | +85% |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| $231K | +$20.5K | +789 | +10% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $213K | +$211K | +8,131 | New |
|
|
MAG
8
M3 Advisory Group
Needham Heights,
Massachusetts
| $201K | +$199K | +7,675 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $88.6K | +$88K | +3,390 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $78K | +$25.9K | +1,000 | +50% |
|
|
GI
11
GAMMA Investing
Foster City,
California
| $7.24K | +$7.19K | +277 | New |
|
|
12
BlackRock
New York
| – | -$4.68M | -180,000 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$3.82K | -147 | Closed |
|
IBHJ Hedge Fund Activity: Q1 2024 in Review
11 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q1 2024, worth a combined $6.36M — down 14% from $7.38M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBHJ positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was LifePro Asset Management, opening a new position worth an estimated $2.09M. The largest seller was BlackRock, exiting entirely with an estimated $4.68M sold.
- 11 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $6.36M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q1 2024, down 14% quarter-over-quarter.
- 6 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q1 2024 was LifePro Asset Management, an estimated $2.09M added.
- The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q1 2024 was BlackRock, an estimated $4.68M sold.
Based on aggregated 13F filings for Q1 2024.