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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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1 hedge funds and large institutions have $1.62M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 107 → 1 (-106)

99% less capital invested

Capital invested by funds: $183M → $1.62M (-$182M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 103

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-106
Holders Change %
-99.07%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
103
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$30M
2
LPL Financial
LPL Financial
California
-$11.3M
3
Wells Fargo
Wells Fargo
California
-$10.8M
4
ADL
Asset Dedication LLC
California
-$7.61M
5
Morgan Stanley
Morgan Stanley
New York
-$6.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
– -$245K -10,532 Closed
PA
77
Parallel Advisors
California
– -$236K -10,141 Closed
JWCA
78
J.W. Cole Advisors
Florida
– -$235K -10,080 Closed
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
– -$234K -10,061 Closed
FTUS
80
Flow Traders U.S.
New York
– -$234K -10,031 Closed
AWM
81
Alterna Wealth Management
Texas
– -$217K -9,312 Closed
KNW
82
Kesler Norman & Wride
Utah
– -$214K -9,202 Closed
HWMT
83
Heritage Wealth Management (Texas)
Texas
– -$213K -9,130 Closed
NEPWA
84
New England Private Wealth Advisors
Massachusetts
– -$211K -9,055 Closed
BCM
85
Brookstone Capital Management
Illinois
– -$207K -8,883 Closed
AO
86
Advisor OS
Illinois
– -$204K -8,774 Closed
RIA
87
Realta Investment Advisors
Delaware
– -$201K -8,655 Closed
PS
88
Principal Securities
Iowa
– -$169K -7,249 Closed
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
– -$151K -6,477 Closed
TCA
90
Trifecta Capital Advisors
Illinois
– -$143K -6,130 Closed
EW
91
Element Wealth
Mississippi
– -$123K -5,299 Closed
VNA
92
Valley National Advisers
Pennsylvania
– -$99K -4,260 Closed
GRP
93
Global Retirement Partners
California
– -$47.8K -2,052 Closed
Comerica Bank
94
Comerica Bank
Texas
– -$43.2K -1,854 Closed
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
– -$41.9K -1,800 Closed
FFA
96
Farther Finance Advisors
California
– -$38.1K -1,634 Closed
LWANC
97
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$25.6K -1,100 Closed
PA
98
PSI Advisors
Florida
– -$23.3K -1,000 Closed
PTC
99
Private Trust Company
Ohio
– -$18.7K -801 Closed
CFD
100
Creative Financial Designs
Indiana
– -$18.1K -779 Closed
1 2 3
4
5

IBHD Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q4 2024, worth a combined $1.62M — down 99% from $183M a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of IBHD and 0 opened new positions — a net loss of 103 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Mid-American Wealth Advisory Group, exiting entirely with an estimated $30M sold.

  • 1 institutional investor held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q4 2024, down from 107 in Q3 2024.
  • Funds reported $1.62M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q4 2024 and 103 closed out, a net change of -103 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2024.