iShares iBonds 2031 Term High Yield and Income ETF
IBHK
12 hedge funds and large institutions have $11.8M invested in iShares iBonds 2031 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
26% more capital invested
Capital invested by funds: $9.33M → $11.8M (+$2.44M)
5.28% less ownership
Funds ownership: 56.69% → 51.41% (-5.3%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$2.06M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.74M |
| 3 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
+$240K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$190K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$90K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.28M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$474K |
| 3 |
Jane Street
New York
|
-$207K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.16K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $4.45M | -$1.28M | -50,000 | -22% |
|
|
KTM
2
Keeler Thomas Management
Orem,
Utah
| $2.05M | +$2.06M | +80,471 | New |
|
|
LIA
3
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.73M | +$1.74M | +67,940 | New |
|
|
WI
4
WrapManager Inc
Mill Valley,
California
| $1.09M | +$36.6K | +1,431 | +3% |
|
|
SPWM
5
Straight Path Wealth Management
Jenison,
Michigan
| $799K | +$240K | +9,410 | +43% |
|
|
6
Jane Street
New York
| $746K | -$207K | -8,084 | -22% |
|
|
IWC
7
Integrated Wealth Concepts
Waltham,
Massachusetts
| $461K | +$90K | +3,521 | +24% |
|
|
FTUS
8
Flow Traders U.S.
New York
| $207K | -$474K | -18,535 | -69% |
|
|
9
Bank of America
Charlotte,
North Carolina
| $189K | +$190K | +7,451 | New |
|
10
JP Morgan Chase
New York
| $25.4K | +$25.6K | +1,000 | New |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | -$1.15K | -45 | -8% |
|
|
HI
12
Harbour Investments
Madison,
Wisconsin
| $12.4K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$9.16K | -362 | Closed |
|
IBHK Hedge Fund Activity: Q1 2025 in Review
12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) for Q1 2025, worth a combined $11.8M — up 26% from $9.33M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBHK positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Keeler Thomas Management, opening a new position worth an estimated $2.06M. The largest seller was BlackRock, cutting an estimated $1.28M.
- 12 institutional investors held iShares iBonds 2031 Term High Yield and Income ETF (IBHK) as of Q1 2025, up from 9 in Q4 2024.
- Funds reported $11.8M of iShares iBonds 2031 Term High Yield and Income ETF stock for Q1 2025, up 26% quarter-over-quarter.
- 4 funds opened new iShares iBonds 2031 Term High Yield and Income ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
- The largest iShares iBonds 2031 Term High Yield and Income ETF buyer in Q1 2025 was Keeler Thomas Management, an estimated $2.06M added.
- The largest iShares iBonds 2031 Term High Yield and Income ETF seller in Q1 2025 was BlackRock, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2025.