IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Overview Fund Activity
Delisted

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

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130 hedge funds and large institutions have $379M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+29
Holders Change %
+28.71%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.5M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.1M
4
ADL
4
Asset Dedication LLC
California
$8.46M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$26.7M
3
ACM
3
Absolute Capital Management
Pennsylvania
$722K
4
KF
4
Krilogy Financial
Missouri
$2.07M
5
SAG
5
SageView Advisory Group
California
$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
26
Peloton Wealth Strategists
Indiana
$2.41M +$392K +16,890 +19%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.25M +$265K +11,425 +13%
JWCA
28
J.W. Cole Advisors
Florida
$2.08M +$607K +26,163 +41%
KF
29
Krilogy Financial
Missouri
$2.07M -$1.9M -81,781 -48%
NA
30
NewEdge Advisors
Louisiana
$2.03M -$145K -6,214 -7%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$2.03M -$143K -6,161 -7%
BOSSRA
32
B.O.S.S. Retirement Advisors
Utah
$2.01M +$2.01M +86,424 New
CFS
33
Commonwealth Financial Services
West Virginia
$1.73M +$412K +17,745 +31%
PA
34
Procyon Advisors
Connecticut
$1.7M +$90.7K +3,906 +6%
DE
35
Day & Ennis
Georgia
$1.66M +$83.3K +3,587 +5%
MCCA
36
Mill Creek Capital Advisors
Pennsylvania
$1.54M -$40.8K -1,756 -3%
NL
37
NWAM LLC
Washington
$1.53M +$1.53M +66,070 New
PFM
38
Phillips Financial Management
Indiana
$1.51M +$784K +33,794 +108%
IA
39
IFP Advisors
Florida
$1.41M +$1.97K +85 +0.1%
KPWS
40
Kestra Private Wealth Services
Texas
$1.41M +$802K +34,566 +133%
SCM
41
Steele Capital Management
Iowa
$1.2M +$1.2M +51,657 New
SPWM
42
Straight Path Wealth Management
Michigan
$1.11M +$325K +13,996 +42%
Lido Advisors
43
Lido Advisors
California
$1.1M +$848K +36,536 +333%
GLR
44
Great Lakes Retirement
Ohio
$1.1M +$1.1M +47,481 New
IF
45
Ironwood Financial
Arizona
$1.04M +$203K +8,748 +24%
ECM
46
Exchange Capital Management
Michigan
$1.01M +$1.01M +43,620 New
LIA
47
LBMC Investment Advisors
Tennessee
$951K -$7.73K -333 -0.8%
SCA
48
Snowden Capital Advisors
New York
$848K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$839K +$634K +27,311 +309%
SB
50
Strategic Blueprint
Georgia
$828K +$828K +35,666 New
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