We are live on ! Find out more
IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Delisted

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

Back to rankings

42 hedge funds and large institutions have $52.1M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

24% more funds holding

Funds holding: 34 → 42 (+8)

5% more capital invested

Capital invested by funds: $49.7M → $52.1M (+$2.39M)

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
12
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.73M
2
Morgan Stanley
Morgan Stanley
New York
+$1.95M
3
RJA
Raymond James & Associates
Florida
+$1.73M
4
Wells Fargo
Wells Fargo
California
+$1.56M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$588K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.79M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.98M
3
FTUS
Flow Traders U.S.
New York
-$1.4M
4
Bank of America
Bank of America
North Carolina
-$981K
5
Citadel Advisors
Citadel Advisors
Florida
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.72M +$5.37K +237 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$5.71M +$1.95M +85,825 +50%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.6M +$299K +13,172 +6%
SCA
4
Snowden Capital Advisors
New York
$3.97M +$114K +5,026 +3%
Bank of America
5
Bank of America
North Carolina
$3.42M -$981K -43,264 -22%
LPL Financial
6
LPL Financial
California
$3.24M +$14.9K +658 +0.5%
Stifel Financial
7
Stifel Financial
Missouri
$2.69M +$2.73M +120,546 New
IF
8
IRON Financial
Illinois
$2.35M +$330K +14,549 +16%
Wells Fargo
9
Wells Fargo
California
$2.32M +$1.56M +68,954 +195%
IWC
10
Integrated Wealth Concepts
Massachusetts
$2.17M -$106K -4,676 -5%
RJA
11
Raymond James & Associates
Florida
$1.7M +$1.73M +76,501 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.67M +$588K +25,934 +53%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.35M -$2.98M -131,350 -68%
DE
14
Day & Ennis
Georgia
$1.03M +$90.7K +4,000 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1M -$178K -7,870 -15%
WI
16
WrapManager Inc
California
$528K +$537K +23,676 New
CW
17
CreativeOne Wealth
Kansas
$509K +$518K +22,840 New
NG
18
Northstar Group
New York
$468K – – –
LIA
19
LBMC Investment Advisors
Tennessee
$459K +$59.6K +2,627 +15%
IA
20
IFP Advisors
Florida
$448K +$408K +17,974 New
TCCM
21
Timber Creek Capital Management
Massachusetts
$439K +$7.89K +348 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$424K -$13.6K -600 -3%
VNA
23
Valley National Advisers
Pennsylvania
$418K -$32.4K -1,430 -7%
KNW
24
Kesler Norman & Wride
Utah
$415K +$108K +4,744 +34%
TSWM
25
Tyler-Stone Wealth Management
Ohio
$415K +$423K +18,645 New
1
2

IBHD Hedge Fund Activity: Q3 2022 in Review

42 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q3 2022, worth a combined $52.1M — up 4.8% from $49.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBHD positions and 6 closed out — a net gain of 8 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $2.73M. The largest seller was Jane Street, exiting entirely with an estimated $3.79M sold.

  • 42 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q3 2022, up from 34 in Q2 2022.
  • Funds reported $52.1M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q3 2022 and 6 closed out, a net change of +8 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q3 2022 was Stifel Financial, an estimated $2.73M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q3 2022 was Jane Street, an estimated $3.79M sold.

Based on aggregated 13F filings for Q3 2022.