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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
BCM
101
Brookstone Capital Management
Illinois
$205K -$1.53K -66 -0.7%
FFWA
102
Forthright Family Wealth Advisory
Texas
$201K
BWP
103
BSW Wealth Partners
Colorado
$200K
PS
104
Principal Securities
Iowa
$168K +$789 +34 +0.5%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$151K
TCA
106
Trifecta Capital Advisors
Illinois
$142K
EW
107
Element Wealth
Mississippi
$123K
IAIM
108
International Assets Investment Management
Florida
$101K +$101K +4,350 New
HI
109
Harbour Investments
Wisconsin
$78.7K
RIA
110
Realta Investment Advisors
Delaware
$71.5K +$43.8K +1,887 +159%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$49.3K +$49.2K +2,120 New
GRP
112
Global Retirement Partners
California
$47.7K
Comerica Bank
113
Comerica Bank
Texas
$43.1K -$75.6K -3,258 -64%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$41.8K
FFA
115
Farther Finance Advisors
California
$37.8K
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.6K
BCPWM
117
Bradley & Co Private Wealth Management
Florida
$23.2K
PA
118
PSI Advisors
Florida
$23.2K +$23.2K +1,000 New
PTC
119
Private Trust Company
Ohio
$18.6K
CFD
120
Creative Financial Designs
Indiana
$17.9K +$209 +9 +1%
CAS
121
Coppell Advisory Solutions
Texas
$13.1K +$13.1K +565 New
BAM
122
Belpointe Asset Management
Nevada
$5.18K +$5.18K +223 New
MFT
123
Moisand Fitzgerald Tamayo
Florida
$4.65K
GLR
124
Great Lakes Retirement
Ohio
$3.09K -$1.04M -44,662 -100%
Bank of New York Mellon
125
Bank of New York Mellon
New York
-$2.42M -103,674 Closed

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.