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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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1 hedge funds and large institutions have $1.62M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 107 → 1 (-106)

99% less capital invested

Capital invested by funds: $183M → $1.62M (-$182M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 103

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-106
Holders Change %
-99.07%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
103
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$30M
2
LPL Financial
LPL Financial
California
-$11.3M
3
Wells Fargo
Wells Fargo
California
-$10.8M
4
ADL
Asset Dedication LLC
California
-$7.61M
5
Morgan Stanley
Morgan Stanley
New York
-$6.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
26
LBMC Investment Advisors
Tennessee
– -$1.89M -80,974 Closed
KF
27
Krilogy Financial
Missouri
– -$1.62M -69,424 Closed
NA
28
NewEdge Advisors
Louisiana
– -$1.58M -68,034 Closed
AWM
29
AE Wealth Management
Kansas
– -$1.58M -67,960 Closed
IWC
30
Integrated Wealth Concepts
Massachusetts
– -$1.46M -62,533 Closed
EWM
31
Endowment Wealth Management
Wisconsin
– -$1.41M -60,670 Closed
CFS
32
Commonwealth Financial Services
West Virginia
– -$1.33M -57,325 Closed
SCM
33
Steele Capital Management
Iowa
– -$1.2M -51,657 Closed
KAS
34
Kestra Advisory Services
Texas
– -$1.18M -50,710 Closed
PFM
35
Phillips Financial Management
Indiana
– -$1.17M -50,431 Closed
SC
36
Savant Capital
Illinois
– -$1.14M -49,135 Closed
SPWM
37
Straight Path Wealth Management
Michigan
– -$1.14M -48,949 Closed
UBS Group
38
UBS Group
Switzerland
– -$1.12M -48,041 Closed
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
– -$1.03M -44,391 Closed
WI
40
WrapManager Inc
California
– -$1.02M -43,771 Closed
WRPWM
41
Werba Rubin Papier Wealth Management
California
– -$1.01M -43,209 Closed
MCCA
42
Mill Creek Capital Advisors
Pennsylvania
– -$852K -36,592 Closed
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
– -$849K -36,454 Closed
HighTower Advisors
44
HighTower Advisors
Illinois
– -$795K -34,204 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$775K -33,283 Closed
OIA
46
OneDigital Investment Advisors
Kansas
– -$745K -31,979 Closed
DAS
47
Diversify Advisory Services
Utah
– -$733K -31,509 Closed
PAG
48
Private Advisor Group
New Jersey
– -$724K -31,080 Closed
SCA
49
Snowden Capital Advisors
New York
– -$645K -27,681 Closed
TCCM
50
Timber Creek Capital Management
Massachusetts
– -$643K -27,624 Closed
1
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IBHD Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q4 2024, worth a combined $1.62M — down 99% from $183M a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of IBHD and 0 opened new positions — a net loss of 103 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Mid-American Wealth Advisory Group, exiting entirely with an estimated $30M sold.

  • 1 institutional investor held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q4 2024, down from 107 in Q3 2024.
  • Funds reported $1.62M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q4 2024 and 103 closed out, a net change of -103 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2024.