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IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

IBHD was delisted on the 16th of December, 2024.

124 hedge funds and large institutions have $253M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 124124 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $294M → $253M (-$41M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Strategic Blueprint
Georgia
$396K -$117K -5,055 -23%
SS
77
Sunbelt Securities
Texas
$386K -$20.1K -864 -5%
CPRC
78
Consolidated Portfolio Review Corp
New York
$370K +$32.1K +1,383 +10%
FWM
79
Fairhaven Wealth Management
Illinois
$367K
JBA
80
Johnson Bixby & Associates
Washington
$349K +$3.71K +160 +1%
OMC
81
Old Mission Capital
Illinois
$339K -$168K -7,244 -33%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$324K -$25.8K -1,111 -7%
SWA
83
Sightline Wealth Advisors
Connecticut
$323K -$265K -11,418 -45%
PIS
84
POM Investment Strategies
North Carolina
$321K -$271K -11,669 -46%
MAM
85
McLean Asset Management
Virginia
$296K
VNA
86
Valley National Advisers
Pennsylvania
$275K -$98.9K -4,262 -26%
MML Investors Services
87
MML Investors Services
Massachusetts
$255K -$44.4K -1,911 -15%
BWM
88
BCS Wealth Management
Tennessee
$249K
PA
89
Parallel Advisors
California
$248K -$11.6K -500 -4%
SWP
90
Summit Wealth Partners
Florida
$244K -$92.6K -3,987 -28%
BFA
91
BBJS Financial Advisors
Washington
$240K +$70 +3 +0%
GM
92
GeoWealth Management
Illinois
$236K -$213K -9,194 -48%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$234K -$47.2K -2,035 -17%
JWCA
94
J.W. Cole Advisors
Florida
$219K -$4.97K -214 -2%
AWM
95
Alterna Wealth Management
Texas
$216K -$1.6K -69 -0.7%
KNW
96
Kesler Norman & Wride
Utah
$214K -$41.7K -1,795 -16%
HWMT
97
Heritage Wealth Management (Texas)
Texas
$211K +$859 +37 +0.4%
AO
98
Advisor OS
Illinois
$210K +$371 +16 +0.2%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$207K +$3.3K +142 +2%
TFS
100
Thoroughbred Financial Services
Tennessee
$206K +$206K +8,874 New

IBHD Hedge Fund Activity: Q2 2024 in Review

124 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q2 2024, worth a combined $253M — down 14% from $294M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBHD positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 49 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.73M. The largest seller was Arrow Financial, cutting an estimated $17.7M.

  • 124 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $253M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q2 2024, down 14% quarter-over-quarter.
  • 12 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q2 2024 and 11 closed out, a net change of +1 holder.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q2 2024 was LPL Financial, an estimated $6.73M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q2 2024 was Arrow Financial, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2024.