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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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87 hedge funds and large institutions have $161M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

21% more funds holding

Funds holding: 72 → 87 (+15)

18% more capital invested

Capital invested by funds: $137M → $161M (+$24.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
41
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Arrow Financial
New York
+$8.79M
2
KF
Krilogy Financial
Missouri
+$4.31M
3
AWM
AE Wealth Management
Kansas
+$3.81M
4
ACM
Absolute Capital Management
Pennsylvania
+$2.93M
5
Bank of America
Bank of America
North Carolina
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
RPSA
Richard P. Slaughter Associates
Texas
-$5.3M
2
Morgan Stanley
Morgan Stanley
New York
-$3.01M
3
AFP
Alpha Financial Partners
Kentucky
-$902K
4
FTUS
Flow Traders U.S.
New York
-$628K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$369K -$45.4K -1,974 -11%
MML Investors Services
52
MML Investors Services
Massachusetts
$357K +$79.8K +3,468 +29%
LNC
53
Lincoln National Corp
Pennsylvania
$349K +$348K +15,106 New
OAM
54
Occidental Asset Management
California
$345K +$8.95K +389 +3%
MHS
55
M Holdings Securities
Oregon
$303K +$302K +13,113 New
AO
56
Advisor OS
Illinois
$301K +$299K +13,000 New
SWP
57
Summit Wealth Partners
Florida
$299K +$15K +651 +5%
CPRC
58
Consolidated Portfolio Review Corp
New York
$281K +$279K +12,127 New
EWM
59
Endowment Wealth Management
Wisconsin
$269K +$268K +11,647 New
WCM
60
Windsor Capital Management
Arizona
$269K – – –
KFAA
61
Klaas Financial Asset Advisors
Illinois
$261K +$260K +11,297 New
EH
62
Equitable Holdings
New York
$254K +$2.78K +121 +1%
MAM
63
McLean Asset Management
Virginia
$245K +$244K +10,587 New
SWM
64
Segment Wealth Management
Texas
$240K – – –
BFA
65
BBJS Financial Advisors
Washington
$238K +$46 +2 +0%
HL
66
HeadInvest LLC
Maine
$235K – – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$231K +$24K +1,042 +12%
PA
68
Parallel Advisors
California
$228K +$203K +8,841 +884%
JWCA
69
J.W. Cole Advisors
Florida
$202K +$201K +8,735 New
TCA
70
Trifecta Capital Advisors
Illinois
$142K – – –
EW
71
Element Wealth
Mississippi
$123K +$25.1K +1,090 +26%
CSPAM
72
Cary Street Partners Asset Management
Virginia
$81.4K +$81K +3,520 New
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$78K +$53.2K +2,313 +219%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$41.6K – – –
FFA
75
Farther Finance Advisors
California
$35.1K +$11.1K +484 +47%
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IBHD Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q1 2023, worth a combined $161M — up 18% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBHD positions and 6 closed out — a net gain of 16 holders — while 41 added to existing stakes and 15 trimmed.

The largest buyer was Arrow Financial, adding an estimated $8.79M. The largest seller was Richard P. Slaughter Associates, exiting entirely with an estimated $5.3M sold.

  • 87 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q1 2023, up from 72 in Q4 2022.
  • Funds reported $161M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 22 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q1 2023 and 6 closed out, a net change of +16 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q1 2023 was Arrow Financial, an estimated $8.79M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q1 2023 was Richard P. Slaughter Associates, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2023.