iShares iBonds 2024 Term High Yield and Income ETF
IBHD
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.
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding
Funds holding: 124 → 124 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.73M |
| 2 |
JP Morgan Chase
New York
|
+$2.63M |
| 3 |
CFG
Carr Financial Group
Worcester,
Massachusetts
|
+$2.58M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.67M |
| 5 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$996K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Arrow Financial
Glens Falls,
New York
|
-$17.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$6.67M |
| 4 |
Jane Street
New York
|
-$4.47M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
126
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$725K | -31,100 | Closed |
|
|
GAA
127
Global Assets Advisory
Orlando,
Florida
| – | -$1.15M | -26,657 | Closed |
|
|
AWA
128
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$603K | -25,865 | Closed |
|
|
LNC
129
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$354K | -15,164 | Closed |
|
|
PI
130
PFG Investments
Woodbury,
New York
| – | -$339K | -14,520 | Closed |
|
|
HP
131
Hyperion Partners
Berwyn,
Pennsylvania
| – | -$303K | -13,000 | Closed |
|
|
PA
132
Pineridge Advisors
St. Charles,
Missouri
| – | -$19.3K | -829 | Closed |
|
133
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$16.1K | -690 | Closed |
|
|
GBT
134
Grove Bank & Trust
Miami,
Florida
| – | -$2.1K | -90 | Closed |
|
|
RWPA
135
Richard W. Paul & Associates
Novi,
Michigan
| – | -$2.05K | -88 | 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.