iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
23 hedge funds and large institutions have $15.1M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.
3,058% more capital inflows, than outflows
Capital inflows: $6.64M | Capital outflows: $210K
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
44% more funds holding
Funds holding: 16 → 23 (+7)
8.56% more ownership
Funds ownership: 26.66% → 35.22% (+8.6%)
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 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.3M |
| 2 |
Morgan Stanley
New York
|
+$1.25M |
| 3 |
Jane Street
New York
|
+$777K |
| 4 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$667K |
| 5 |
Michael S. Ryan Inc
Latham,
New York
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M3 Advisory Group
Needham Heights,
Massachusetts
|
-$206K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.2K |
IBHJ Hedge Fund Activity: Q4 2024 in Review
23 of the 7,624 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 $15.1M — up 62% from $9.31M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBHJ positions and 1 closed out — a net gain of 8 holders — while 12 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.
- 23 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q4 2024, up from 16 in Q3 2024.
- Funds reported $15.1M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q4 2024, up 62% quarter-over-quarter.
- 9 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q4 2024 and 1 closed out, a net change of +8 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.