iShares iBonds 2024 Term High Yield and Income ETF
IBHD
IBHD was delisted on the 16th of December, 2024.
72 hedge funds and large institutions have $137M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 5 closing their positions.
600% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 5
350% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 6
163% more capital invested
Capital invested by funds: $52.1M → $137M (+$84.7M)
71% more funds holding
Funds holding: 42 → 72 (+30)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$30.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.82M |
| 4 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$5.28M |
| 5 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$5.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Snowden Capital Advisors
New York
|
-$3.97M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$788K |
| 3 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
-$411K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$296K |
| 5 |
IF
IRON Financial
Northbrook,
Illinois
|
-$190K |
IBHD Hedge Fund Activity: Q4 2022 in Review
72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q4 2022, worth a combined $137M — up 163% from $52.1M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IBHD positions and 5 closed out — a net gain of 30 holders — while 27 added to existing stakes and 6 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $30.8M. The largest seller was Snowden Capital Advisors, exiting entirely with an estimated $3.97M sold.
- 72 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q4 2022, up from 42 in Q3 2022.
- Funds reported $137M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q4 2022, up 163% quarter-over-quarter.
- 35 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q4 2022 and 5 closed out, a net change of +30 holders.
- The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $30.8M added.
- The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q4 2022 was Snowden Capital Advisors, an estimated $3.97M sold.
Based on aggregated 13F filings for Q4 2022.