IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Overview Fund Activity
Delisted

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

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130 hedge funds and large institutions have $379M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+29
Holders Change %
+28.71%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.5M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.1M
4
ADL
4
Asset Dedication LLC
California
$8.46M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$26.7M
3
ACM
3
Absolute Capital Management
Pennsylvania
$722K
4
KF
4
Krilogy Financial
Missouri
$2.07M
5
SAG
5
SageView Advisory Group
California
$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
101
Brookstone Capital Management
Illinois
$221K -$64.2K -2,767 -23%
HWMT
102
Heritage Wealth Management (Texas)
Texas
$210K +$210K +9,035 New
AO
103
Advisor OS
Illinois
$209K – – –
SAG
104
SageView Advisory Group
California
$203K -$899K -38,760 Closed
EWM
105
Evermay Wealth Management
Virginia
$202K +$202K +8,700 New
NEPWA
106
New England Private Wealth Advisors
Massachusetts
$201K +$201K +8,682 New
TFS
107
Thoroughbred Financial Services
Tennessee
$201K +$201K +8,695 New
FFWA
108
Forthright Family Wealth Advisory
Texas
$201K +$201K +8,640 New
PS
109
Principal Securities
Iowa
$154K +$154K +6,647 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$150K +$150K +6,477 New
TCA
111
Trifecta Capital Advisors
Illinois
$142K – – –
EW
112
Element Wealth
Mississippi
$123K – – –
HI
113
Harbour Investments
Wisconsin
$78.6K +$78.6K +3,386 New
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$49.9K +$49.9K +2,150 New
GRP
115
Global Retirement Partners
California
$47.6K +$47.6K +2,052 New
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$41.8K – – –
FFA
117
Farther Finance Advisors
California
$37.9K -$21.2K -913 -36%
BCPWM
118
Bradley & Co Private Wealth Management
Florida
$29K – – –
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.5K – – –
PA
120
Pineridge Advisors
Missouri
$20.5K +$20.5K +881 New
CFD
121
Creative Financial Designs
Indiana
$17.4K +$3.83K +165 +28%
PTC
122
Private Trust Company
Ohio
$14.1K +$14.1K +606 New
PFBT
123
Parkside Financial Bank & Trust
Missouri
$11.7K -$70 -3 -0.6%
PCM
124
Penserra Capital Management
California
$7K +$7K +318 New
IGWM
125
ICA Group Wealth Management
Colorado
$5.22K +$5.22K +225 New
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