iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
13 hedge funds and large institutions have $5.77M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
18% more funds holding
Funds holding: 11 → 13 (+2)
9% less capital invested
Capital invested by funds: $6.36M → $5.77M (-$592K)
9.54% less ownership
Funds ownership: 37.42% → 27.88% (-9.5%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $25K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSRI
Michael S. Ryan Inc
Latham,
New York
|
+$466K |
| 2 |
LPL Financial
San Diego,
California
|
+$212K |
| 3 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
+$183K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$171K |
| 5 |
GI
GAMMA Investing
Foster City,
California
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
LifePro Asset Management
San Diego,
California
|
-$1.73M |
| 2 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
-$201K |
IBHJ Hedge Fund Activity: Q2 2024 in Review
13 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q2 2024, worth a combined $5.77M — down 9.3% from $6.36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBHJ positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Michael S. Ryan Inc, adding an estimated $466K. The largest seller was LifePro Asset Management, cutting an estimated $1.73M.
- 13 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q2 2024, up from 11 in Q1 2024.
- Funds reported $5.77M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q2 2024, down 9.3% quarter-over-quarter.
- 3 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q2 2024 was Michael S. Ryan Inc, an estimated $466K added.
- The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q2 2024 was LifePro Asset Management, an estimated $1.73M sold.
Based on aggregated 13F filings for Q2 2024.