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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

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

21% more funds holding

Funds holding: 7287 (+15)

18% more capital invested

Capital invested by funds: $137M → $161M (+$24.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
Change in
Stake
ADL
26
Asset Dedication LLC
California
$1.28M +$1.02M +44,526 +381%
DE
27
Day & Ennis
Georgia
$1.02M +$1.45K +63 +0.1%
IA
28
IFP Advisors
Florida
$955K +$104K +4,536 +13%
EWA
29
EP Wealth Advisors
California
$914K -$229K -9,939 -20%
IF
30
Ironwood Financial
Arizona
$865K +$172K +7,469 +25%
NA
31
NewEdge Advisors
Louisiana
$852K +$106K +4,595 +14%
LIA
32
LBMC Investment Advisors
Tennessee
$845K +$186K +8,084 +28%
CW
33
CreativeOne Wealth
Kansas
$841K +$1.17K +51 +0.1%
VNA
34
Valley National Advisers
Pennsylvania
$753K -$17.3K -752 -2%
SWA
35
Stratos Wealth Advisors
Ohio
$733K +$47.2K +2,051 +7%
PFM
36
Phillips Financial Management
Indiana
$721K +$717K +31,164 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$685K +$63.3K +2,752 +10%
SPC
38
Sigma Planning Corp
Michigan
$621K +$297K +12,915 +93%
Jane Street
39
Jane Street
New York
$596K +$593K +25,769 New
WI
40
WrapManager Inc
California
$532K -$15.8K -687 -3%
TCCM
41
Timber Creek Capital Management
Massachusetts
$513K -$124K -5,394 -20%
SPWM
42
Straight Path Wealth Management
Michigan
$505K +$503K +21,847 New
NG
43
Northstar Group
New York
$486K
SAG
44
SageView Advisory Group
California
$485K +$482K +20,949 New
WWM
45
Western Wealth Management
Colorado
$472K +$50.6K +2,200 +12%
WP
46
WealthSource Partners
California
$459K +$121K +5,257 +36%
CWM
47
Cornerstone Wealth Management
Missouri
$446K +$444K +19,281 New
SS
48
Sunbelt Securities
Texas
$417K -$18.4K -800 -4%
CFG
49
Carr Financial Group
Massachusetts
$405K -$110K -4,798 -22%
KNW
50
Kesler Norman & Wride
Utah
$396K -$3.82K -166 -1%

IBHD Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q1 2023, worth a combined $161M — up 18% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBHD positions and 6 closed out — a net gain of 16 holders — while 41 added to existing stakes and 15 trimmed.

The largest buyer was Arrow Financial, adding an estimated $8.79M. The largest seller was Richard P. Slaughter Associates, exiting entirely with an estimated $5.3M sold.

  • 87 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q1 2023, up from 72 in Q4 2022.
  • Funds reported $161M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 22 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q1 2023 and 6 closed out, a net change of +16 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q1 2023 was Arrow Financial, an estimated $8.79M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q1 2023 was Richard P. Slaughter Associates, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2023.