iShares iBonds 2024 Term High Yield and Income ETF
IBHD
IBHD was delisted on the 16th of December, 2024.
96 hedge funds and large institutions have $213M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 9 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 18
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
32% more capital invested
Capital invested by funds: $161M → $213M (+$51.6M)
10% more funds holding
Funds holding: 87 → 96 (+9)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$23.5M |
| 2 |
AF
Arrow Financial
Glens Falls,
New York
|
+$8.81M |
| 3 |
JP Morgan Chase
New York
|
+$7.27M |
| 4 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$3.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$5.86M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.16M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.12M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$919K |
| 5 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
-$845K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HL
101
HeadInvest LLC
Portland,
Maine
| – | -$235K | -10,175 | Closed |
|
|
CSPAM
102
Cary Street Partners Asset Management
Richmond,
Virginia
| – | -$81.4K | -3,520 | Closed |
|
|
FNBOSM
103
First National Bank of South Miami
South Miami,
Florida
| – | -$2.08K | -90 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | -$23 | -1 | Closed |
|
IBHD Hedge Fund Activity: Q2 2023 in Review
96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q2 2023, worth a combined $213M — up 32% from $161M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBHD positions and 9 closed out — a net gain of 9 holders — while 48 added to existing stakes and 18 trimmed.
The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $5.86M sold.
- 96 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q2 2023, up from 87 in Q1 2023.
- Funds reported $213M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q2 2023, up 32% quarter-over-quarter.
- 18 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q2 2023 and 9 closed out, a net change of +9 holders.
- The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q2 2023 was Jane Street, an estimated $23.5M added.
- The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q2 2023 was TMD Wealth Management, an estimated $5.86M sold.
Based on aggregated 13F filings for Q2 2023.