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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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72 hedge funds and large institutions have $137M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

163% more capital invested

Capital invested by funds: $52.1M → $137M (+$84.7M)

71% more funds holding

Funds holding: 42 → 72 (+30)

Holders
72
Holders Change
+30
Holders Change %
+71.43%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
27
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$30.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.25M
3
Wells Fargo
Wells Fargo
California
+$5.82M
4
RPSA
Richard P. Slaughter Associates
Texas
+$5.28M
5
TWM
TMD Wealth Management
Arizona
+$5.1M

Top Sellers

Rank Fund Capital Flow
1
SCA
Snowden Capital Advisors
New York
-$3.97M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$788K
3
KFAA
Klaas Financial Asset Advisors
Illinois
-$411K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$296K
5
IF
IRON Financial
Illinois
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$844K +$358K +15,807 +88%
CW
27
CreativeOne Wealth
Kansas
$824K +$305K +13,460 +59%
VNA
28
Valley National Advisers
Pennsylvania
$775K +$340K +15,016 +81%
IF
29
Ironwood Financial
Arizona
$680K +$678K +29,941 New
SWA
30
Stratos Wealth Advisors
Ohio
$673K +$671K +29,640 New
LIA
31
LBMC Investment Advisors
Tennessee
$646K +$177K +7,833 +38%
PWS
32
Peloton Wealth Strategists
Indiana
$636K +$634K +28,010 New
FTUS
33
Flow Traders U.S.
New York
$628K +$626K +27,654 New
TCCM
34
Timber Creek Capital Management
Massachusetts
$626K +$178K +7,849 +40%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$610K +$177K +7,835 +41%
WI
36
WrapManager Inc
California
$538K -$136 -6 -0%
CFG
37
Carr Financial Group
Massachusetts
$506K +$505K +22,291 New
NG
38
Northstar Group
New York
$477K – – –
SS
39
Sunbelt Securities
Texas
$430K +$429K +18,952 New
WWM
40
Western Wealth Management
Colorado
$413K +$412K +18,200 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$407K +$406K +17,909 New
KNW
42
Kesler Norman & Wride
Utah
$393K -$30.3K -1,339 -7%
DLHL
43
Donald L. Hagan LLC
Florida
$342K +$80.8K +3,567 +31%
WP
44
WealthSource Partners
California
$332K +$331K +14,600 New
OAM
45
Occidental Asset Management
California
$330K +$329K +14,542 New
SPC
46
Sigma Planning Corp
Michigan
$317K +$316K +13,954 New
WCP
47
Wick Capital Partners
Pennsylvania
$289K +$288K +12,736 New
SWP
48
Summit Wealth Partners
Florida
$278K +$278K +12,255 New
MML Investors Services
49
MML Investors Services
Massachusetts
$272K +$271K +11,984 New
WCM
50
Windsor Capital Management
Arizona
$264K +$12.2K +540 +5%
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IBHD Hedge Fund Activity: Q4 2022 in Review

72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q4 2022, worth a combined $137M — up 163% from $52.1M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBHD positions and 5 closed out — a net gain of 30 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $30.8M. The largest seller was Snowden Capital Advisors, exiting entirely with an estimated $3.97M sold.

  • 72 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $137M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q4 2022, up 163% quarter-over-quarter.
  • 35 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q4 2022 and 5 closed out, a net change of +30 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $30.8M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q4 2022 was Snowden Capital Advisors, an estimated $3.97M sold.

Based on aggregated 13F filings for Q4 2022.