iShares iBonds 2024 Term High Yield and Income ETF
IBHD
IBHD was delisted on the 16th of December, 2024.
124 hedge funds and large institutions have $294M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 18 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 41
5% less funds holding
Funds holding: 130 → 124 (-6)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
22% less capital invested
Capital invested by funds: $379M → $294M (-$85.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.29M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$5.83M |
| 3 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$5.62M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.68M |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$49.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$34.2M |
| 3 |
Morgan Stanley
New York
|
-$13.9M |
| 4 |
AF
Arrow Financial
Glens Falls,
New York
|
-$6.83M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$4.36M |
IBHD Hedge Fund Activity: Q1 2024 in Review
124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q1 2024, worth a combined $294M — down 22% from $379M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IBHD and 16 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 46 added.
The largest buyer was Jane Street, adding an estimated $6.29M. The largest seller was AE Wealth Management, cutting an estimated $49.2M.
- 124 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q1 2024, down from 130 in Q4 2023.
- Funds reported $294M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q1 2024, down 22% quarter-over-quarter.
- 16 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q1 2024 and 18 closed out, a net change of -2 holders.
- The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q1 2024 was Jane Street, an estimated $6.29M added.
- The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q1 2024 was AE Wealth Management, an estimated $49.2M sold.
Based on aggregated 13F filings for Q1 2024.