iShares iBonds 2031 Term High Yield and Income ETF
IBHK
9 hedge funds and large institutions have $9.33M invested in iShares iBonds 2031 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
3% less capital invested
Capital invested by funds: $9.6M → $9.33M (-$274K)
16.82% less ownership
Funds ownership: 73.51% → 56.69% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WrapManager Inc
Mill Valley,
California
|
+$1.06M |
| 2 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
+$565K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$375K |
| 4 |
Jane Street
New York
|
+$163K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$14.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.93M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$265K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $5.69M | -$1.93M | -75,000 | -25% |
|
|
WI
2
WrapManager Inc
Mill Valley,
California
| $1.05M | +$1.06M | +41,360 | New |
|
|
3
Jane Street
New York
| $948K | +$163K | +6,329 | +20% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $675K | +$14.6K | +567 | +2% |
|
|
SPWM
5
Straight Path Wealth Management
Jenison,
Michigan
| $557K | +$565K | +22,011 | New |
|
|
IWC
6
Integrated Wealth Concepts
Waltham,
Massachusetts
| $370K | +$375K | +14,605 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14K | +$8.99K | +350 | +193% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $12.4K | +$12.6K | +489 | New |
|
9
UBS Group
Zurich,
Switzerland
| $9.16K | +$9.3K | +362 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$265K | -10,139 | Closed |
|
IBHK Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) for Q4 2024, worth a combined $9.33M — down 2.9% from $9.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHK positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was WrapManager Inc, opening a new position worth an estimated $1.06M. The largest seller was BlackRock, cutting an estimated $1.93M.
- 9 institutional investors held iShares iBonds 2031 Term High Yield and Income ETF (IBHK) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $9.33M of iShares iBonds 2031 Term High Yield and Income ETF stock for Q4 2024, down 2.9% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2031 Term High Yield and Income ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest iShares iBonds 2031 Term High Yield and Income ETF buyer in Q4 2024 was WrapManager Inc, an estimated $1.06M added.
- The largest iShares iBonds 2031 Term High Yield and Income ETF seller in Q4 2024 was BlackRock, an estimated $1.93M sold.
Based on aggregated 13F filings for Q4 2024.