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IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

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

96 hedge funds and large institutions have $213M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

32% more capital invested

Capital invested by funds: $161M → $213M (+$51.6M)

10% more funds holding

Funds holding: 8796 (+9)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
48
Reduced
18
Closed
9
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
$32.3M +$111K +4,855 +0.3%
Jane Street
2
Jane Street
New York
$24.3M +$23.5M +1,025,008 +3,978%
AF
3
Arrow Financial
New York
$17.8M +$8.81M +383,599 +99%
Bank of America
4
Bank of America
North Carolina
$10.1M +$2.81M +122,375 +39%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.11M +$306K +13,313 +3%
Morgan Stanley
6
Morgan Stanley
New York
$8.58M +$575K +25,046 +7%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$7.92M +$3.21M +139,887 +69%
Wells Fargo
8
Wells Fargo
California
$7.56M -$1.16M -50,680 -13%
JP Morgan Chase
9
JP Morgan Chase
New York
$7.3M +$7.27M +316,492 New
HighTower Advisors
10
HighTower Advisors
Illinois
$6.18M +$212K +9,250 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.88M +$103K +4,474 +2%
LPL Financial
12
LPL Financial
California
$5.71M +$847K +36,869 +18%
EWA
13
EP Wealth Advisors
California
$5.18M +$387K +16,834 +43%
KF
14
Krilogy Financial
Missouri
$4.51M +$179K +7,785 +4%
AWM
15
AE Wealth Management
Kansas
$4.22M +$391K +17,014 +10%
MA
16
Mutual Advisors
Nebraska
$3.82M +$514K +22,401 +16%
RJA
17
Raymond James & Associates
Florida
$3.26M -$536K -23,324 -14%
ACM
18
Absolute Capital Management
Pennsylvania
$2.93M -$12.4K -539 -0.4%
Stifel Financial
19
Stifel Financial
Missouri
$2.87M +$107K +4,678 +4%
WRPWM
20
Werba Rubin Papier Wealth Management
California
$2.83M +$81.6K +3,552 +3%
ECM
21
Evergreen Capital Management
Washington
$2.63M +$448K +19,525 +21%
TSWM
22
Tyler-Stone Wealth Management
Ohio
$2.31M +$2.3M +100,316 New
IF
23
IRON Financial
Illinois
$2.06M -$202K -8,797 -9%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.03M -$919K -40,022 -31%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.02M +$57.4K +2,501 +3%

IBHD Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q2 2023, worth a combined $213M — up 32% from $161M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBHD positions and 9 closed out — a net gain of 9 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $5.86M sold.

  • 96 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $213M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q2 2023, up 32% quarter-over-quarter.
  • 18 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q2 2023 and 9 closed out, a net change of +9 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q2 2023 was Jane Street, an estimated $23.5M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q2 2023 was TMD Wealth Management, an estimated $5.86M sold.

Based on aggregated 13F filings for Q2 2023.