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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130 hedge funds and large institutions have $379M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+29
Holders Change %
+28.71%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.5M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.1M
4
ADL
4
Asset Dedication LLC
California
$8.46M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$26.7M
3
ACM
3
Absolute Capital Management
Pennsylvania
$722K
4
KF
4
Krilogy Financial
Missouri
$2.07M
5
SAG
5
SageView Advisory Group
California
$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$801K +$351K +15,117 +78%
Osaic Holdings
52
Osaic Holdings
Arizona
$780K -$256K -11,035 -25%
WP
53
WealthSource Partners
California
$738K +$222K +9,560 +43%
ACM
54
Absolute Capital Management
Pennsylvania
$722K -$2.23M -95,900 -76%
EWM
55
Endowment Wealth Management
Wisconsin
$694K +$60.1K +2,590 +9%
OMC
56
Old Mission Capital
Illinois
$671K +$671K +28,896 New
WI
57
WrapManager Inc
California
$658K +$89K +3,835 +16%
SWA
58
Sightline Wealth Advisors
Connecticut
$608K +$43.8K +1,886 +8%
VNA
59
Valley National Advisers
Pennsylvania
$600K -$164K -7,061 -21%
WWM
60
Western Wealth Management
Colorado
$594K +$135K +5,832 +29%
AWA
61
Authentikos Wealth Advisory
California
$576K +$550K +23,703 +2,167%
SPC
62
Sigma Planning Corp
Michigan
$570K -$547K -23,583 -49%
CWM
63
Cornerstone Wealth Management
Missouri
$562K +$29.5K +1,273 +6%
TCCM
64
Timber Creek Capital Management
Massachusetts
$524K +$42.6K +1,835 +9%
PIS
65
POM Investment Strategies
North Carolina
$520K +$520K +22,397 New
MML Investors Services
66
MML Investors Services
Massachusetts
$489K +$83.2K +3,580 +20%
NG
67
Northstar Group
New York
$487K – – –
SFS
68
Sowell Financial Services
Arkansas
$473K +$473K +20,373 New
SWM
69
Segment Wealth Management
Texas
$460K -$8.36K -360 -2%
IF
70
IRON Financial
Illinois
$449K -$177K -7,610 -28%
QCIG
71
Quad-Cities Investment Group
Iowa
$438K -$49.9K -2,146 -10%
MHS
72
M Holdings Securities
Oregon
$438K +$61.6K +2,656 +16%
SWP
73
Summit Wealth Partners
Florida
$434K +$51.1K +2,200 +13%
KFAA
74
Klaas Financial Asset Advisors
Illinois
$419K +$35.8K +1,541 +9%
AC
75
Adroit Compliance
$419K +$419K +18,064 New
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3
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