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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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1 hedge funds and large institutions have $1.62M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 107 → 1 (-106)

99% less capital invested

Capital invested by funds: $183M → $1.62M (-$182M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 103

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-106
Holders Change %
-99.07%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
103
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$30M
2
LPL Financial
LPL Financial
California
-$11.3M
3
Wells Fargo
Wells Fargo
California
-$10.8M
4
ADL
Asset Dedication LLC
California
-$7.61M
5
Morgan Stanley
Morgan Stanley
New York
-$6.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
51
NWAM LLC
Washington
– -$607K -26,074 Closed
SPC
52
Sigma Planning Corp
Michigan
– -$546K -23,449 Closed
CWM
53
Cornerstone Wealth Management
Missouri
– -$519K -22,305 Closed
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
– -$507K -21,782 Closed
NG
55
Northstar Group
New York
– -$489K -20,993 Closed
SFS
56
Sowell Financial Services
Arkansas
– -$480K -20,604 Closed
BBW
57
Blue Barn Wealth
Utah
– -$478K -20,517 Closed
MHS
58
M Holdings Securities
Oregon
– -$477K -20,491 Closed
Lido Advisors
59
Lido Advisors
California
– -$468K -20,112 Closed
Baird Financial Group
60
Baird Financial Group
Wisconsin
– -$467K -20,055 Closed
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
– -$462K -19,902 Closed
MAS
62
Madden Advisory Services
Florida
– -$461K -19,811 Closed
APW
63
Austin Private Wealth
Texas
– -$456K -19,558 Closed
QCIG
64
Quad-Cities Investment Group
Iowa
– -$441K -18,941 Closed
JBA
65
Johnson Bixby & Associates
Washington
– -$402K -17,277 Closed
CPRC
66
Consolidated Portfolio Review Corp
New York
– -$386K -16,567 Closed
FWM
67
Fairhaven Wealth Management
Illinois
– -$368K -15,792 Closed
KFAA
68
Klaas Financial Asset Advisors
Illinois
– -$358K -15,353 Closed
PIS
69
POM Investment Strategies
North Carolina
– -$323K -13,882 Closed
Jane Street
70
Jane Street
New York
– -$320K -13,739 Closed
SS
71
Sunbelt Securities
Texas
– -$317K -13,625 Closed
MAM
72
McLean Asset Management
Virginia
– -$297K -12,789 Closed
SB
73
Strategic Blueprint
Georgia
– -$288K -12,381 Closed
ECM
74
Exchange Capital Management
Michigan
– -$277K -11,880 Closed
BWM
75
BCS Wealth Management
Tennessee
– -$249K -10,710 Closed
1 2
3
4 5

IBHD Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q4 2024, worth a combined $1.62M — down 99% from $183M a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of IBHD and 0 opened new positions — a net loss of 103 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Mid-American Wealth Advisory Group, exiting entirely with an estimated $30M sold.

  • 1 institutional investor held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q4 2024, down from 107 in Q3 2024.
  • Funds reported $1.62M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q4 2024 and 103 closed out, a net change of -103 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2024.