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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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96 hedge funds and large institutions have $213M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

32% more capital invested

Capital invested by funds: $161M → $213M (+$51.6M)

10% more funds holding

Funds holding: 87 → 96 (+9)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
48
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$23.5M
2
AF
Arrow Financial
New York
+$8.81M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.27M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.21M
5
Bank of America
Bank of America
North Carolina
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
TWM
TMD Wealth Management
Arizona
-$5.86M
2
Wells Fargo
Wells Fargo
California
-$1.16M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.12M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$919K
5
AFP
Alpha Financial Partners
Kentucky
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
26
Mill Creek Capital Advisors
Pennsylvania
$1.8M +$18.7K +814 +1%
PWS
27
Peloton Wealth Strategists
Indiana
$1.55M +$129K +5,625 +9%
DE
28
Day & Ennis
Georgia
$1.53M +$513K +22,352 +51%
ADL
29
Asset Dedication LLC
California
$1.43M +$147K +6,423 +11%
SWA
30
Stratos Wealth Advisors
Ohio
$1.14M +$411K +17,879 +56%
IA
31
IFP Advisors
Florida
$1.1M +$218K +9,487 +25%
LIA
32
LBMC Investment Advisors
Tennessee
$948K +$104K +4,550 +12%
SPC
33
Sigma Planning Corp
Michigan
$864K +$242K +10,544 +39%
IF
34
Ironwood Financial
Arizona
$787K -$75.9K -3,305 -9%
VNA
35
Valley National Advisers
Pennsylvania
$758K +$1.1K +48 +0.1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$728K +$44.5K +1,939 +7%
PFM
37
Phillips Financial Management
Indiana
$720K +$482 +21 +0.1%
SPWM
38
Straight Path Wealth Management
Michigan
$685K +$180K +7,848 +36%
NA
39
NewEdge Advisors
Louisiana
$640K -$209K -9,113 -25%
SAG
40
SageView Advisory Group
California
$617K +$133K +5,783 +28%
AFP
41
Alpha Financial Partners
Kentucky
$550K -$845K -36,791 -61%
WI
42
WrapManager Inc
California
$529K -$1.4K -61 -0.3%
Osaic Holdings
43
Osaic Holdings
Arizona
$514K -$1.12M -48,810 -69%
TCCM
44
Timber Creek Capital Management
Massachusetts
$496K -$16K -696 -3%
SCA
45
Snowden Capital Advisors
New York
$495K +$493K +21,466 New
QCIG
46
Quad-Cities Investment Group
Iowa
$487K +$485K +21,104 New
NG
47
Northstar Group
New York
$485K – – –
CWM
48
Cornerstone Wealth Management
Missouri
$477K +$31.8K +1,387 +7%
WP
49
WealthSource Partners
California
$467K +$8.4K +366 +2%
MAWAG
50
Mid-American Wealth Advisory Group
Missouri
$453K +$451K +19,627 New
1
2
3 4 5

IBHD Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q2 2023, worth a combined $213M — up 32% from $161M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBHD positions and 9 closed out — a net gain of 9 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $5.86M sold.

  • 96 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $213M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q2 2023, up 32% quarter-over-quarter.
  • 18 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q2 2023 and 9 closed out, a net change of +9 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q2 2023 was Jane Street, an estimated $23.5M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q2 2023 was TMD Wealth Management, an estimated $5.86M sold.

Based on aggregated 13F filings for Q2 2023.