IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

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

87 hedge funds and large institutions have $161M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
41
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
26
Asset Dedication LLC
California
$1.28M +$1.01M +44,526 +381%
DE
27
Day & Ennis
Georgia
$1.02M +$1.46K +63 +0.1%
IA
28
IFP Advisors
Florida
$955K +$113K +4,536 +13%
EWA
29
EP Wealth Advisors
California
$914K -$235K -9,939 -20%
IF
30
Ironwood Financial
Arizona
$865K +$173K +7,469 +25%
NA
31
NewEdge Advisors
Louisiana
$852K +$106K +4,595 +14%
LIA
32
LBMC Investment Advisors
Tennessee
$845K +$187K +8,084 +28%
CW
33
CreativeOne Wealth
Kansas
$841K +$1.18K +51 +0.1%
VNA
34
Valley National Advisers
Pennsylvania
$753K -$17.3K -752 -2%
SWA
35
Stratos Wealth Advisors
Ohio
$733K +$47.4K +2,051 +7%
PFM
36
Phillips Financial Management
Indiana
$721K +$721K +31,164 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$685K +$63.7K +2,752 +10%
SPC
38
Sigma Planning Corp
Michigan
$621K +$299K +12,915 +93%
Jane Street
39
Jane Street
New York
$596K +$596K +25,769 New
WI
40
WrapManager Inc
California
$532K -$15.9K -687 -3%
TCCM
41
Timber Creek Capital Management
Massachusetts
$513K -$125K -5,394 -20%
SPWM
42
Straight Path Wealth Management
Michigan
$505K +$505K +21,847 New
NG
43
Northstar Group
New York
$486K
SAG
44
SageView Advisory Group
California
$485K +$485K +20,949 New
WWM
45
Western Wealth Management
Colorado
$472K +$50.9K +2,200 +12%
WP
46
WealthSource Partners
California
$459K +$122K +5,257 +36%
CWM
47
Cornerstone Wealth Management
Missouri
$446K +$446K +19,281 New
SS
48
Sunbelt Securities
Texas
$417K -$18.4K -800 -4%
CFG
49
Carr Financial Group
Massachusetts
$405K -$111K -4,798 -22%
KNW
50
Kesler Norman & Wride
Utah
$396K -$3.84K -166 -1%