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IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

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

25 hedge funds and large institutions have $42.3M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 1

20% more capital invested

Capital invested by funds: $35.2M → $42.3M (+$7.03M)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.68M +$43.7K +1,824 +0.6%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.57M +$14.5K +603 +0.3%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.54M +$215K +8,957 +5%
LPL Financial
4
LPL Financial
California
$3.27M +$809K +33,734 +32%
Morgan Stanley
5
Morgan Stanley
New York
$3.23M +$3.22M +134,284 +8,310%
Wells Fargo
6
Wells Fargo
California
$3.14M +$707K +29,473 +29%
IWC
7
Integrated Wealth Concepts
Massachusetts
$2.48M +$54.7K +2,281 +2%
Bank of America
8
Bank of America
North Carolina
$2.24M +$1.72M +71,818 +318%
FTUS
9
Flow Traders U.S.
New York
$1.86M +$23.3K +972 +1%
Jane Street
10
Jane Street
New York
$1.76M +$1.03M +42,811 +137%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.21M +$104K +4,330 +9%
DE
12
Day & Ennis
Georgia
$1.04M +$1.05M +43,605 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$853K +$57.9K +2,415 +7%
NG
14
Northstar Group
New York
$498K +$141K +5,893 +39%
KFAA
15
Klaas Financial Asset Advisors
Illinois
$462K -$63.6K -2,654 -12%
TCCM
16
Timber Creek Capital Management
Massachusetts
$459K +$171K +7,122 +58%
VNA
17
Valley National Advisers
Pennsylvania
$444K +$78.4K +3,270 +21%
IF
18
Ironwood Financial
Arizona
$339K +$342K +14,263 New
HL
19
HeadInvest LLC
Maine
$330K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$250K +$54.4K +2,270 +28%
IF
21
IRON Financial
Illinois
$219K +$221K +9,232 New
AF
22
Arrow Financial
New York
$142K +$139K +5,776 +2,818%
ADL
23
Asset Dedication LLC
California
$117K
BCPWM
24
Bradley & Co Private Wealth Management
Florida
$107K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$24K

IBHD Hedge Fund Activity: Q1 2022 in Review

25 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q1 2022, worth a combined $42.3M — up 20% from $35.2M a quarter earlier.

Fund positioning in IBHD was balanced in Q1 2022: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.22M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.99M sold.

  • 25 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $42.3M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 3 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q1 2022 and 3 closed out, a net change of 0 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q1 2022 was Morgan Stanley, an estimated $3.22M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2022.