iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
20 hedge funds and large institutions have $14.4M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
65% more capital invested
Capital invested by funds: $8.77M → $14.4M (+$5.66M)
43% more funds holding
Funds holding: 14 → 20 (+6)
8.49% more ownership
Funds ownership: 25.1% → 33.59% (+8.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
59% less call options, than puts
Call options by funds: $28K | Put options by funds: $68K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.3M |
| 2 |
Morgan Stanley
New York
|
+$1.25M |
| 3 |
Jane Street
New York
|
+$777K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$667K |
| 5 |
MSRI
Michael S. Ryan Inc
Latham,
New York
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
-$206K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.21K |
IBHJ Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q4 2024, worth a combined $14.4M — up 65% from $8.77M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBHJ positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 1 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $2.3M. The largest seller was M3 Advisory Group, exiting entirely with an estimated $206K sold.
- 20 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $14.4M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q4 2024, up 65% quarter-over-quarter.
- 8 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q4 2024 and 1 closed out, a net change of +7 holders.
- The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q4 2024 was LBMC Investment Advisors, an estimated $2.3M added.
- The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q4 2024 was M3 Advisory Group, an estimated $206K sold.
Based on aggregated 13F filings for Q4 2024.