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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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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: 87 → 96 (+9)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$23.5M
2
AF
Arrow Financial
New York
+$8.81M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.27M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.21M
5
Bank of America
Bank of America
North Carolina
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
TWM
TMD Wealth Management
Arizona
-$5.86M
2
Wells Fargo
Wells Fargo
California
-$1.16M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.12M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$919K
5
AFP
Alpha Financial Partners
Kentucky
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
AO
76
Advisor OS
Illinois
$208K -$91.8K -4,000 -31%
FTUS
77
Flow Traders U.S.
New York
$201K +$200K +8,720 New
TCA
78
Trifecta Capital Advisors
Illinois
$141K – – –
EW
79
Element Wealth
Mississippi
$122K – – –
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$79.8K +$1.98K +86 +3%
SF
81
Safeguard Financial
Wisconsin
$79K +$79.4K +3,457 New
SIC
82
Salem Investment Counselors
North Carolina
$68.8K +$68.4K +2,980 New
UBS Group
83
UBS Group
Switzerland
$67.9K +$41.5K +1,808 +159%
FFA
84
Farther Finance Advisors
California
$58.8K +$23.7K +1,030 +68%
SWM
85
Spire Wealth Management
Virginia
$46.2K +$45.9K +2,000 New
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$41.5K – – –
BCPWM
87
Bradley & Co Private Wealth Management
Florida
$28.9K -$1.03K -45 -3%
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.4K – – –
CFD
89
Creative Financial Designs
Indiana
$13.3K +$230 +10 +2%
PFBT
90
Parkside Financial Bank & Trust
Missouri
$11.7K – – –
BI
91
Bramshill Investments
Florida
$11.5K +$11.5K +500 New
IGWM
92
ICA Group Wealth Management
Colorado
$7.43K – – –
CAL
93
Capital Analysts LLC
Pennsylvania
$6K +$5.67K +247 New
GRP
94
Global Retirement Partners
California
$5.08K – – –
MFT
95
Moisand Fitzgerald Tamayo
Florida
$4.62K – – –
GBT
96
Grove Bank & Trust
Florida
$2.08K +$2.07K +90 New
TWM
97
TMD Wealth Management
Arizona
– -$5.86M -253,430 Closed
OAM
98
Occidental Asset Management
California
– -$345K -14,931 Closed
MHS
99
M Holdings Securities
Oregon
– -$303K -13,113 Closed
EH
100
Equitable Holdings
New York
– -$254K -10,961 Closed
1 2 3
4
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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.