iShares iBonds 2024 Term High Yield and Income ETF
IBHD
IBHD was delisted on the 16th of December, 2024.
87 hedge funds and large institutions have $163M 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.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
211% more capital inflows, than outflows
Capital inflows: $37.3M | Capital outflows: $12M
173% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 15
21% more funds holding
Funds holding: 72 → 87 (+15)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.33% less ownership
Funds ownership: 69.53% → 64.19% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrow Financial
Glens Falls,
New York
|
+$8.79M |
| 2 |
Krilogy Financial
St. Louis,
Missouri
|
+$4.31M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$3.81M |
| 4 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
+$2.93M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$5.3M |
| 2 |
Morgan Stanley
New York
|
-$3.01M |
| 3 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
-$902K |
| 4 |
Flow Traders U.S.
New York
|
-$628K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$380K |
IBHD Hedge Fund Activity: Q1 2023 in Review
87 of the 6,289 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 $163M — up 19% 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 $163M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q1 2023, up 19% 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.