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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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101 hedge funds and large institutions have $294M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 16

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

38% more capital invested

Capital invested by funds: $213M → $294M (+$80.9M)

5% more funds holding

Funds holding: 96 → 101 (+5)

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
50
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$32.2M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$30.2M
3
Bank of America
Bank of America
North Carolina
+$17.5M
4
AF
Arrow Financial
New York
+$7.13M
5
OPAM
Ocean Park Asset Management
California
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$23.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$7.3M
3
Stifel Financial
Stifel Financial
Missouri
-$2.87M
4
IF
IRON Financial
Illinois
-$1.44M
5
KF
Krilogy Financial
Missouri
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
26
Carr Financial Group
Massachusetts
$2.01M +$1.6M +69,115 +387%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.98M -$58.8K -2,544 -3%
PA
28
Procyon Advisors
Connecticut
$1.61M +$1.6M +69,308 New
MCCA
29
Mill Creek Capital Advisors
Pennsylvania
$1.58M -$231K -9,998 -13%
DE
30
Day & Ennis
Georgia
$1.57M +$34.5K +1,492 +2%
JWCA
31
J.W. Cole Advisors
Florida
$1.47M +$1.1M +47,620 +300%
ADL
32
Asset Dedication LLC
California
$1.42M -$9.01K -390 -0.6%
IA
33
IFP Advisors
Florida
$1.41M +$296K +12,828 +27%
CFS
34
Commonwealth Financial Services
West Virginia
$1.32M +$1.32M +56,933 New
Jane Street
35
Jane Street
New York
$1.23M -$23.1M -997,881 -95%
SPC
36
Sigma Planning Corp
Michigan
$1.12M +$248K +10,718 +29%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.04M +$517K +22,387 +101%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$959K +$226K +9,801 +31%
LIA
39
LBMC Investment Advisors
Tennessee
$950K +$5.71K +247 +0.6%
SAG
40
SageView Advisory Group
California
$899K +$278K +12,028 +45%
SCA
41
Snowden Capital Advisors
New York
$848K +$348K +15,065 +70%
IF
42
Ironwood Financial
Arizona
$837K +$45.5K +1,967 +6%
SPWM
43
Straight Path Wealth Management
Michigan
$781K +$92.1K +3,987 +13%
VNA
44
Valley National Advisers
Pennsylvania
$764K +$2.91K +126 +0.4%
PFM
45
Phillips Financial Management
Indiana
$724K +$485 +21 +0.1%
EWM
46
Endowment Wealth Management
Wisconsin
$634K +$256K +11,075 +68%
IF
47
IRON Financial
Illinois
$625K -$1.44M -62,514 -70%
KPWS
48
Kestra Private Wealth Services
Texas
$604K +$602K +26,038 New
WI
49
WrapManager Inc
California
$569K +$36.7K +1,589 +7%
SWA
50
Sightline Wealth Advisors
Connecticut
$564K +$562K +24,301 New
1
2
3 4 5

IBHD Hedge Fund Activity: Q3 2023 in Review

101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q3 2023, worth a combined $294M — up 38% from $213M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBHD positions and 13 closed out — a net gain of 5 holders — while 50 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $32.2M. The largest seller was Jane Street, cutting an estimated $23.1M.

  • 101 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q3 2023, up from 96 in Q2 2023.
  • Funds reported $294M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 18 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q3 2023 and 13 closed out, a net change of +5 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q3 2023 was AE Wealth Management, an estimated $32.2M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q3 2023 was Jane Street, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2023.