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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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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

213% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 16

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

38% more capital invested

Capital invested by funds: $213M → $294M (+$80.9M)

5% more funds holding

Funds holding: 96 → 101 (+5)

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.6%
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

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$32.2M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$30.2M
3
Bank of America
Bank of America
North Carolina
+$17.5M
4
AF
Arrow Financial
New York
+$7.13M
5
OPAM
Ocean Park Asset Management
California
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$23.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$7.3M
3
Stifel Financial
Stifel Financial
Missouri
-$2.87M
4
IF
IRON Financial
Illinois
-$1.44M
5
KF
Krilogy Financial
Missouri
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
76
Windsor Capital Management
Arizona
$263K -$2.54K -110 -1%
Lido Advisors
77
Lido Advisors
California
$254K +$253K +10,957 New
MAM
78
McLean Asset Management
Virginia
$245K – – –
BFA
79
BBJS Financial Advisors
Washington
$239K +$92 +4 +0%
HL
80
HeadInvest LLC
Maine
$239K +$239K +10,325 New
JBA
81
Johnson Bixby & Associates
Washington
$234K +$233K +10,102 New
Comerica Bank
82
Comerica Bank
Texas
$233K +$233K +10,064 New
AA
83
Advisory Alpha
Michigan
$232K +$139 +6 +0.1%
PA
84
Parallel Advisors
California
$228K – – –
AO
85
Advisor OS
Illinois
$209K – – –
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$205K +$204K +8,840 New
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$163K +$82.6K +3,573 +103%
TCA
88
Trifecta Capital Advisors
Illinois
$142K – – –
EW
89
Element Wealth
Mississippi
$123K – – –
SIC
90
Salem Investment Counselors
North Carolina
$69.1K – – –
FFA
91
Farther Finance Advisors
California
$59.1K – – –
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$41.8K – – –
BCPWM
93
Bradley & Co Private Wealth Management
Florida
$29K – – –
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.5K – – –
AWA
95
Authentikos Wealth Advisory
California
$25.4K +$25.3K +1,094 New
CFD
96
Creative Financial Designs
Indiana
$13.6K +$231 +10 +2%
PFBT
97
Parkside Financial Bank & Trust
Missouri
$11.8K +$69 +3 +0.6%
CAL
98
Capital Analysts LLC
Pennsylvania
$6K – – –
MFT
99
Moisand Fitzgerald Tamayo
Florida
$4.64K – – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$4.41K +$4.39K +190 New
1 2 3
4
5

IBHD Hedge Fund Activity: Q3 2023 in Review

101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q3 2023, worth a combined $294M — up 38% from $213M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBHD positions and 13 closed out — a net gain of 5 holders — while 50 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $32.2M. The largest seller was Jane Street, cutting an estimated $23.1M.

  • 101 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q3 2023, up from 96 in Q2 2023.
  • Funds reported $294M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 18 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q3 2023 and 13 closed out, a net change of +5 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q3 2023 was AE Wealth Management, an estimated $32.2M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q3 2023 was Jane Street, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2023.