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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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25 hedge funds and large institutions have $35.2M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

50% more capital invested

Capital invested by funds: $23.5M → $35.2M (+$11.7M)

39% more funds holding

Funds holding: 18 → 25 (+7)

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.51M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$2.51M
3
Citadel Advisors
Citadel Advisors
Florida
+$2M
4
FTUS
Flow Traders U.S.
New York
+$1.64M
5
Jane Street
Jane Street
New York
+$766K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$50.5K
2
Bank of America
Bank of America
North Carolina
-$8.24K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.87M +$657K +26,785 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.71M +$57.7K +2,353 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.46M +$2.51M +102,415 +128%
LPL Financial
4
LPL Financial
California
$2.54M +$154K +6,273 +6%
Wells Fargo
5
Wells Fargo
California
$2.52M +$88.2K +3,595 +4%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.5M +$2.51M +102,232 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.99M +$2M +81,422 New
FTUS
8
Flow Traders U.S.
New York
$1.9M +$1.64M +66,778 +631%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.14M +$729K +29,693 +174%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$821K +$95.2K +3,881 +13%
Jane Street
11
Jane Street
New York
$764K +$766K +31,215 New
Bank of America
12
Bank of America
North Carolina
$552K -$8.24K -336 -1%
KFAA
13
Klaas Financial Asset Advisors
Illinois
$541K +$125K +5,098 +30%
VNA
14
Valley National Advisers
Pennsylvania
$378K +$23.1K +941 +6%
NG
15
Northstar Group
New York
$369K +$60.1K +2,450 +19%
HL
16
HeadInvest LLC
Maine
$340K +$46K +1,875 +16%
TCCM
17
Timber Creek Capital Management
Massachusetts
$299K +$278K +11,346 +1,304%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$202K +$202K +8,246 New
ADL
19
Asset Dedication LLC
California
$120K +$120K +4,910 New
BCPWM
20
Bradley & Co Private Wealth Management
Florida
$110K – – –
Morgan Stanley
21
Morgan Stanley
New York
$40K -$50.5K -2,059 -56%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$24K – – –
UBS Group
23
UBS Group
Switzerland
$9K +$8.54K +348 New
MFT
24
Moisand Fitzgerald Tamayo
Florida
$5K – – –
AF
25
Arrow Financial
New York
$5K +$5.03K +205 New

IBHD Hedge Fund Activity: Q4 2021 in Review

25 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q4 2021, worth a combined $35.2M — up 50% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBHD positions and 0 closed out — a net gain of 7 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.51M. The largest seller was Morgan Stanley, cutting an estimated $50.5K.

  • 25 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q4 2021, up from 18 in Q3 2021.
  • Funds reported $35.2M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q4 2021, up 50% quarter-over-quarter.
  • 7 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q4 2021 and 0 closed out, a net change of +7 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q4 2021 was Osaic Holdings, an estimated $2.51M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q4 2021 was Morgan Stanley, an estimated $50.5K sold.

Based on aggregated 13F filings for Q4 2021.