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IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

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

124 hedge funds and large institutions have $253M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 124124 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $294M → $253M (-$41M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$2.34M +$902K +38,842 +63%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.23M +$462K +19,902 +26%
KPWS
28
Kestra Private Wealth Services
Texas
$2.22M +$499K +21,502 +29%
AAS
29
Avantax Advisory Services
Texas
$2.21M +$1.67M +72,078 +313%
LIA
30
LBMC Investment Advisors
Tennessee
$1.87M +$210K +9,062 +13%
WRPWM
31
Werba Rubin Papier Wealth Management
California
$1.68M -$790K -34,052 -32%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.68M -$308K -13,260 -16%
NA
33
NewEdge Advisors
Louisiana
$1.67M -$241K -10,393 -13%
KF
34
Krilogy Financial
Missouri
$1.62M -$345K -14,876 -18%
IA
35
IFP Advisors
Florida
$1.59M +$165K +7,111 +12%
TSWM
36
Tyler-Stone Wealth Management
Ohio
$1.55M -$86.3K -3,718 -5%
CFS
37
Commonwealth Financial Services
West Virginia
$1.55M -$182K -7,830 -10%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.46M -$217K -9,340 -13%
EWM
39
Endowment Wealth Management
Wisconsin
$1.38M +$29.2K +1,257 +2%
SCM
40
Steele Capital Management
Iowa
$1.2M
PFM
41
Phillips Financial Management
Indiana
$1.17M -$348K -15,000 -23%
KAS
42
Kestra Advisory Services
Texas
$1.16M +$491K +21,168 +74%
SPWM
43
Straight Path Wealth Management
Michigan
$1.14M -$64.8K -2,793 -5%
GI
44
GAMMA Investing
California
$1.11M +$570K +24,573 +107%
UBS Group
45
UBS Group
Switzerland
$1.07M +$254K +10,947 +31%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.07M +$53.6K +2,307 +5%
ECM
47
Exchange Capital Management
Michigan
$988K -$25.5K -1,100 -3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$927K -$3.58M -154,338 -79%
Citadel Advisors
49
Citadel Advisors
Florida
$922K +$666K +28,694 +261%
WI
50
WrapManager Inc
California
$882K +$49.2K +2,120 +6%

IBHD Hedge Fund Activity: Q2 2024 in Review

124 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q2 2024, worth a combined $253M — down 14% from $294M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBHD positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 49 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.73M. The largest seller was Arrow Financial, cutting an estimated $17.7M.

  • 124 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $253M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q2 2024, down 14% quarter-over-quarter.
  • 12 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q2 2024 and 11 closed out, a net change of +1 holder.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q2 2024 was LPL Financial, an estimated $6.73M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q2 2024 was Arrow Financial, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2024.