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IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

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

34 hedge funds and large institutions have $49.7M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

36% more funds holding

Funds holding: 2534 (+9)

18% more capital invested

Capital invested by funds: $42.3M → $49.7M (+$7.46M)

Holders
34
Holders Change
+9
Holders Change %
+36%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
7
Closed
1
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
$6.7M -$499K -21,671 -7%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.29M +$84.6K +3,675 +2%
Bank of America
3
Bank of America
North Carolina
$4.38M +$2.36M +102,608 +109%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.26M +$21K +912 +0.5%
SCA
5
Snowden Capital Advisors
New York
$3.85M +$3.99M +173,361 New
Morgan Stanley
6
Morgan Stanley
New York
$3.79M +$796K +34,576 +25%
Jane Street
7
Jane Street
New York
$3.79M +$2.22M +96,432 +130%
LPL Financial
8
LPL Financial
California
$3.22M +$167K +7,243 +5%
IWC
9
Integrated Wealth Concepts
Massachusetts
$2.27M -$57.3K -2,488 -2%
IF
10
IRON Financial
Illinois
$2.02M +$1.88M +81,546 +883%
FTUS
11
Flow Traders U.S.
New York
$1.4M -$358K -15,567 -20%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.17M +$38.9K +1,689 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.09M +$298K +12,938 +36%
DE
14
Day & Ennis
Georgia
$939K -$31.4K -1,365 -3%
Wells Fargo
15
Wells Fargo
California
$785K -$2.23M -96,993 -73%
Citadel Advisors
16
Citadel Advisors
Florida
$688K +$713K +30,958 New
NG
17
Northstar Group
New York
$467K
VNA
18
Valley National Advisers
Pennsylvania
$449K +$28.9K +1,253 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$436K +$210K +9,100 +87%
TCCM
20
Timber Creek Capital Management
Massachusetts
$430K +$1.15K +50 +0.3%
KFAA
21
Klaas Financial Asset Advisors
Illinois
$411K -$22.3K -969 -5%
LIA
22
LBMC Investment Advisors
Tennessee
$399K +$414K +17,975 New
KNW
23
Kesler Norman & Wride
Utah
$309K +$320K +13,895 New
HL
24
HeadInvest LLC
Maine
$286K -$23K -1,000 -7%
DLHL
25
Donald L. Hagan LLC
Florida
$280K +$291K +12,620 New

IBHD Hedge Fund Activity: Q2 2022 in Review

34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q2 2022, worth a combined $49.7M — up 18% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBHD positions and 1 closed out — a net gain of 9 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Snowden Capital Advisors, opening a new position worth an estimated $3.99M. The largest seller was Wells Fargo, cutting an estimated $2.23M.

  • 34 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q2 2022, up from 25 in Q1 2022.
  • Funds reported $49.7M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q2 2022, up 18% quarter-over-quarter.
  • 10 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q2 2022 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q2 2022 was Snowden Capital Advisors, an estimated $3.99M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q2 2022 was Wells Fargo, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2022.