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IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

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

87 hedge funds and large institutions have $161M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

21% more funds holding

Funds holding: 7287 (+15)

18% more capital invested

Capital invested by funds: $137M → $161M (+$24.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
41
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$32.2M +$512K +22,246 +2%
AF
2
Arrow Financial
New York
$8.99M +$8.79M +381,991 +5,755%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.83M +$380K +16,526 +5%
Wells Fargo
4
Wells Fargo
California
$8.75M +$392K +17,022 +5%
Morgan Stanley
5
Morgan Stanley
New York
$8.02M -$3.01M -130,932 -27%
Bank of America
6
Bank of America
North Carolina
$7.27M +$1.51M +65,825 +26%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.99M +$42K +1,827 +0.7%
TWM
8
TMD Wealth Management
Arizona
$5.86M +$650K +28,250 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.79M -$380K -16,497 -6%
LPL Financial
10
LPL Financial
California
$4.87M +$980K +42,572 +25%
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$4.7M +$739K +32,114 +19%
KF
12
Krilogy Financial
Missouri
$4.34M +$4.31M +187,440 New
AWM
13
AE Wealth Management
Kansas
$3.83M +$3.81M +165,696 New
RJA
14
Raymond James & Associates
Florida
$3.81M +$1.46M +63,507 +63%
MA
15
Mutual Advisors
Nebraska
$3.31M +$277K +12,048 +9%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.96M +$542K +23,555 +23%
ACM
17
Absolute Capital Management
Pennsylvania
$2.95M +$2.93M +127,539 New
Stifel Financial
18
Stifel Financial
Missouri
$2.76M +$7.59K +330 +0.3%
WRPWM
19
Werba Rubin Papier Wealth Management
California
$2.75M +$314K +13,637 +13%
IF
20
IRON Financial
Illinois
$2.27M +$30.1K +1,307 +1%
ECM
21
Evergreen Capital Management
Washington
$2.18M +$1.07M +46,535 +97%
MCCA
22
Mill Creek Capital Advisors
Pennsylvania
$1.79M -$90K -3,913 -5%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.64M -$173K -7,506 -10%
PWS
24
Peloton Wealth Strategists
Indiana
$1.42M +$771K +33,500 +120%
AFP
25
Alpha Financial Partners
Kentucky
$1.4M -$902K -39,198 -39%

IBHD Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q1 2023, worth a combined $161M — up 18% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBHD positions and 6 closed out — a net gain of 16 holders — while 41 added to existing stakes and 15 trimmed.

The largest buyer was Arrow Financial, adding an estimated $8.79M. The largest seller was Richard P. Slaughter Associates, exiting entirely with an estimated $5.3M sold.

  • 87 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q1 2023, up from 72 in Q4 2022.
  • Funds reported $161M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 22 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q1 2023 and 6 closed out, a net change of +16 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q1 2023 was Arrow Financial, an estimated $8.79M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q1 2023 was Richard P. Slaughter Associates, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2023.