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IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Delisted

IBHD was delisted on the 16th of December, 2024.

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42 hedge funds and large institutions have $52.1M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

24% more funds holding

Funds holding: 34 → 42 (+8)

5% more capital invested

Capital invested by funds: $49.7M → $52.1M (+$2.39M)

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
12
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.73M
2
Morgan Stanley
Morgan Stanley
New York
+$1.95M
3
RJA
Raymond James & Associates
Florida
+$1.73M
4
Wells Fargo
Wells Fargo
California
+$1.56M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$588K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.79M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.98M
3
FTUS
Flow Traders U.S.
New York
-$1.4M
4
Bank of America
Bank of America
North Carolina
-$981K
5
Citadel Advisors
Citadel Advisors
Florida
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFAA
26
Klaas Financial Asset Advisors
Illinois
$411K -$975 -43 -0.2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$296K +$302K +13,305 New
NA
28
NewEdge Advisors
Louisiana
$289K +$294K +12,961 New
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$278K +$283K +12,500 New
DLHL
30
Donald L. Hagan LLC
Florida
$256K -$26K -1,145 -9%
WCM
31
Windsor Capital Management
Arizona
$246K +$251K +11,076 New
HL
32
HeadInvest LLC
Maine
$227K -$61.2K -2,700 -21%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$216K +$220K +9,713 New
AF
34
Arrow Financial
New York
$138K – – –
ADL
35
Asset Dedication LLC
California
$109K – – –
BCPWM
36
Bradley & Co Private Wealth Management
Florida
$100K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$30K – – –
CFD
38
Creative Financial Designs
Indiana
$29K +$29.5K +1,300 New
MFT
39
Moisand Fitzgerald Tamayo
Florida
$4K – – –
RG
40
Retirement Group
California
$3K +$2.72K +120 New
ACM
41
Absolute Capital Management
Pennsylvania
$2.92K +$2.97K +131 New
Jane Street
42
Jane Street
New York
– -$3.79M -170,458 Closed
FTUS
43
Flow Traders U.S.
New York
– -$1.4M -62,772 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$688K -30,958 Closed
AAS
45
Avantax Advisory Services
Texas
– -$211K -9,509 Closed
UBS Group
46
UBS Group
Switzerland
– -$24K -1,083 Closed
PWM
47
Prentice Wealth Management
New York
– -$7K -300 Closed
1
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IBHD Hedge Fund Activity: Q3 2022 in Review

42 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q3 2022, worth a combined $52.1M — up 4.8% from $49.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBHD positions and 6 closed out — a net gain of 8 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $2.73M. The largest seller was Jane Street, exiting entirely with an estimated $3.79M sold.

  • 42 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q3 2022, up from 34 in Q2 2022.
  • Funds reported $52.1M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q3 2022 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q3 2022 was Stifel Financial, an estimated $2.73M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q3 2022 was Jane Street, an estimated $3.79M sold.

Based on aggregated 13F filings for Q3 2022.