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 %
MAS
76
Madden Advisory Services
Florida
$417K +$417K +17,980 New
SS
77
Sunbelt Securities
Texas
$416K – – –
LNC
78
Lincoln National Corp
Pennsylvania
$412K -$5.22K -225 -1%
FWM
79
Fairhaven Wealth Management
Illinois
$405K – – –
BBW
80
Blue Barn Wealth
Utah
$400K +$400K +17,249 New
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$375K +$110K +4,726 +41%
JBA
82
Johnson Bixby & Associates
Washington
$342K +$107K +4,619 +46%
DI
83
DFPG Investments
Utah
$327K +$10K +431 +3%
SWP
84
Stratos Wealth Partners
Ohio
$324K +$324K +13,959 New
UBS Group
85
UBS Group
Switzerland
$321K +$10.1K +435 +3%
CPRC
86
Consolidated Portfolio Review Corp
New York
$317K +$17.9K +772 +6%
APW
87
Austin Private Wealth
Texas
$312K +$312K +13,455 New
HP
88
Hyperion Partners
Pennsylvania
$302K – – –
MAM
89
McLean Asset Management
Virginia
$285K +$40.1K +1,729 +16%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$283K +$1.83K +79 +0.7%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$272K +$272K +11,736 New
WCM
92
Windsor Capital Management
Arizona
$269K +$5.8K +250 +2%
HL
93
HeadInvest LLC
Maine
$261K +$20.9K +900 +9%
KNW
94
Kesler Norman & Wride
Utah
$255K -$91.5K -3,944 -26%
GM
95
GeoWealth Management
Illinois
$255K +$255K +11,006 New
PAG
96
Private Advisor Group
New Jersey
$249K +$249K +10,710 New
BFA
97
BBJS Financial Advisors
Washington
$239K +$93 +4 +0%
Comerica Bank
98
Comerica Bank
Texas
$233K -$627 -27 -0.3%
PA
99
Parallel Advisors
California
$228K – – –
KAS
100
Kestra Advisory Services
Texas
$222K +$222K +9,575 New
2 3
4
5 6