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IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Delisted

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

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18 hedge funds and large institutions have $23.5M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

38% more funds holding

Funds holding: 13 → 18 (+5)

18% more capital invested

Capital invested by funds: $19.9M → $23.5M (+$3.57M)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$980K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$810K
3
Osaic Holdings
Osaic Holdings
Arizona
+$549K
4
NG
Northstar Group
New York
+$313K
5
HL
HeadInvest LLC
Maine
+$297K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.29M +$810K +32,763 +13%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.73M +$249K +10,054 +5%
Wells Fargo
3
Wells Fargo
California
$2.46M +$279K +11,288 +13%
LPL Financial
4
LPL Financial
California
$2.42M +$980K +39,607 +68%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.97M +$549K +22,188 +39%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$733K +$138K +5,588 +23%
Bank of America
7
Bank of America
North Carolina
$567K +$275K +11,099 +94%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$421K – – –
KFAA
9
Klaas Financial Asset Advisors
Illinois
$421K +$89.2K +3,605 +27%
VNA
10
Valley National Advisers
Pennsylvania
$358K +$2.52K +102 +0.7%
NG
11
Northstar Group
New York
$313K +$313K +12,650 New
HL
12
HeadInvest LLC
Maine
$297K +$297K +12,000 New
FTUS
13
Flow Traders U.S.
New York
$262K -$424K -17,141 -62%
BCPWM
14
Bradley & Co Private Wealth Management
Florida
$111K – – –
Morgan Stanley
15
Morgan Stanley
New York
$91K +$50.2K +2,030 +123%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$25K +$24.7K +1,000 New
TCCM
17
Timber Creek Capital Management
Massachusetts
$21K +$21.5K +870 New
MFT
18
Moisand Fitzgerald Tamayo
Florida
$5K +$4.95K +200 New

IBHD Hedge Fund Activity: Q3 2021 in Review

18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q3 2021, worth a combined $23.5M — up 18% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBHD positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $980K. The largest seller was Flow Traders U.S., cutting an estimated $424K.

  • 18 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q3 2021, up from 13 in Q2 2021.
  • Funds reported $23.5M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q3 2021, up 18% quarter-over-quarter.
  • 5 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q3 2021 and 0 closed out, a net change of +5 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q3 2021 was LPL Financial, an estimated $980K added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q3 2021 was Flow Traders U.S., an estimated $424K sold.

Based on aggregated 13F filings for Q3 2021.