IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Overview Fund Activity
Delisted

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

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101 hedge funds and large institutions have $294M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
18
Increased
50
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$36.6M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
$30.6M
3
Bank of America
Bank of America
North Carolina
$27.7M
4
AF
Arrow Financial
New York
$25.1M
5
OPAM
Ocean Park Asset Management
California
$3.94M

Top Sellers

1
Jane Street
Jane Street
New York
$1.23M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
3
Stifel Financial
Stifel Financial
Missouri
$0
4
IF
IRON Financial
Illinois
$625K
5
KF
Krilogy Financial
Missouri
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$532K +$52.2K +2,251 +11%
WP
52
WealthSource Partners
California
$516K +$46.6K +2,008 +10%
QCIG
53
Quad-Cities Investment Group
Iowa
$488K -$2.02K -87 -0.4%
NG
54
Northstar Group
New York
$487K – – –
TCCM
55
Timber Creek Capital Management
Massachusetts
$481K -$17.7K -761 -4%
SWM
56
Segment Wealth Management
Texas
$468K +$227K +9,775 +94%
WWM
57
Western Wealth Management
Colorado
$459K +$36.4K +1,571 +9%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$450K +$44.3K +1,909 +11%
LNC
59
Lincoln National Corp
Pennsylvania
$417K -$6.1K -263 -1%
SS
60
Sunbelt Securities
Texas
$415K – – –
MML Investors Services
61
MML Investors Services
Massachusetts
$405K +$3.89K +168 +1%
FWM
62
Fairhaven Wealth Management
Illinois
$404K – – –
LGWM
63
Litman Gregory Wealth Management
California
$400K +$400K +17,252 New
KFAA
64
Klaas Financial Asset Advisors
Illinois
$383K +$58.2K +2,510 +18%
SWP
65
Summit Wealth Partners
Florida
$383K +$10.5K +454 +3%
MHS
66
M Holdings Securities
Oregon
$376K +$376K +16,223 New
KNW
67
Kesler Norman & Wride
Utah
$347K -$50.6K -2,182 -13%
DI
68
DFPG Investments
Utah
$315K +$82K +3,560 +35%
UBS Group
69
UBS Group
Switzerland
$311K +$243K +10,459 +355%
HP
70
Hyperion Partners
Pennsylvania
$302K +$302K +13,000 New
CPRC
71
Consolidated Portfolio Review Corp
New York
$299K +$5.5K +237 +2%
BCM
72
Brookstone Capital Management
Illinois
$283K +$283K +12,279 New
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$281K +$281K +12,096 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$265K +$7.24K +312 +3%
BPA
75
Beacon Pointe Advisors
California
$265K +$265K +11,426 New
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