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IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

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

96 hedge funds and large institutions have $213M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

32% more capital invested

Capital invested by funds: $161M → $213M (+$51.6M)

10% more funds holding

Funds holding: 8796 (+9)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
48
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$447K +$445K +19,372 New
LNC
52
Lincoln National Corp
Pennsylvania
$421K +$71.5K +3,114 +21%
WWM
53
Western Wealth Management
Colorado
$420K -$50.5K -2,200 -11%
SS
54
Sunbelt Securities
Texas
$413K -$5.74K -250 -1%
CFG
55
Carr Financial Group
Massachusetts
$412K +$8.13K +354 +2%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$403K +$35.3K +1,539 +10%
FWM
57
Fairhaven Wealth Management
Illinois
$402K +$400K +17,435 New
MML Investors Services
58
MML Investors Services
Massachusetts
$399K +$42.5K +1,851 +12%
KNW
59
Kesler Norman & Wride
Utah
$395K -$207 -9 -0.1%
EWM
60
Endowment Wealth Management
Wisconsin
$375K +$105K +4,591 +39%
SWP
61
Summit Wealth Partners
Florida
$370K +$72K +3,136 +24%
JWCA
62
J.W. Cole Advisors
Florida
$366K +$164K +7,136 +82%
CW
63
CreativeOne Wealth
Kansas
$355K -$482K -20,986 -58%
KFAA
64
Klaas Financial Asset Advisors
Illinois
$323K +$62.4K +2,716 +24%
CPRC
65
Consolidated Portfolio Review Corp
New York
$292K +$12.5K +543 +4%
WCM
66
Windsor Capital Management
Arizona
$264K -$3.88K -169 -1%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$257K +$25.9K +1,128 +11%
TSS
68
Two Sigma Securities
New York
$257K +$255K +11,117 New
MAM
69
McLean Asset Management
Virginia
$244K
SWM
70
Segment Wealth Management
Texas
$240K
BFA
71
BBJS Financial Advisors
Washington
$238K +$92 +4 +0%
DI
72
DFPG Investments
Utah
$234K +$232K +10,123 New
AA
73
Advisory Alpha
Michigan
$231K +$229K +9,989 New
PA
74
Parallel Advisors
California
$227K
CA
75
Cetera Advisors
Colorado
$221K +$220K +9,560 New

IBHD Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q2 2023, worth a combined $213M — up 32% from $161M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBHD positions and 9 closed out — a net gain of 9 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $5.86M sold.

  • 96 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $213M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q2 2023, up 32% quarter-over-quarter.
  • 18 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q2 2023 and 9 closed out, a net change of +9 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q2 2023 was Jane Street, an estimated $23.5M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q2 2023 was TMD Wealth Management, an estimated $5.86M sold.

Based on aggregated 13F filings for Q2 2023.