iShares iBonds 2024 Term High Yield and Income ETF
IBHD
IBHD was delisted on the 16th of December, 2024.
101 hedge funds and large institutions have $294M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 13 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 16
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
38% more capital invested
Capital invested by funds: $213M → $294M (+$80.9M)
5% more funds holding
Funds holding: 96 → 101 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$32.2M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$30.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.5M |
| 4 |
AF
Arrow Financial
Glens Falls,
New York
|
+$7.13M |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$23.1M |
| 2 |
JP Morgan Chase
New York
|
-$7.3M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$2.87M |
| 4 |
IF
IRON Financial
Northbrook,
Illinois
|
-$1.44M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$565K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GBT
101
Grove Bank & Trust
Miami,
Florida
| $2.09K | – | – | – |
|
|
102
JP Morgan Chase
New York
| – | -$7.3M | -316,492 | Closed |
|
|
103
Stifel Financial
St. Louis,
Missouri
| – | -$2.87M | -124,189 | Closed |
|
|
AFP
104
Alpha Financial Partners
Lexington,
Kentucky
| – | -$550K | -23,836 | Closed |
|
|
HF
105
HRT Financial
New York
| – | -$447K | -19,372 | Closed |
|
|
CW
106
CreativeOne Wealth
Overland Park,
Kansas
| – | -$355K | -15,365 | Closed |
|
|
TSS
107
Two Sigma Securities
New York
| – | -$257K | -11,117 | Closed |
|
|
CA
108
Cetera Advisors
Denver,
Colorado
| – | -$221K | -9,560 | Closed |
|
|
FTUS
109
Flow Traders U.S.
New York
| – | -$201K | -8,720 | Closed |
|
|
SF
110
Safeguard Financial
Minocqua,
Wisconsin
| – | -$79K | -3,457 | Closed |
|
|
SWM
111
Spire Wealth Management
Mclean,
Virginia
| – | -$46.2K | -2,000 | Closed |
|
|
BI
112
Bramshill Investments
Naples,
Florida
| – | -$11.5K | -500 | Closed |
|
|
IGWM
113
ICA Group Wealth Management
Denver,
Colorado
| – | -$7.43K | -322 | Closed |
|
|
GRP
114
Global Retirement Partners
San Rafael,
California
| – | -$5.08K | -220 | Closed |
|
IBHD Hedge Fund Activity: Q3 2023 in Review
101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q3 2023, worth a combined $294M — up 38% from $213M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBHD positions and 13 closed out — a net gain of 5 holders — while 50 added to existing stakes and 16 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $32.2M. The largest seller was Jane Street, cutting an estimated $23.1M.
- 101 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q3 2023, up from 96 in Q2 2023.
- Funds reported $294M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q3 2023, up 38% quarter-over-quarter.
- 18 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q3 2023 and 13 closed out, a net change of +5 holders.
- The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q3 2023 was AE Wealth Management, an estimated $32.2M added.
- The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q3 2023 was Jane Street, an estimated $23.1M sold.
Based on aggregated 13F filings for Q3 2023.