IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Overview Fund Activity
Delisted

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

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101 hedge funds and large institutions have $294M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
18
Increased
50
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$36.6M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$30.6M
3
Bank of America
3
Bank of America
North Carolina
$27.7M
4
AF
4
Arrow Financial
New York
$25.1M
5
OPAM
5
Ocean Park Asset Management
California
$3.94M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.23M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
IF
4
IRON Financial
Illinois
$625K
5
KF
5
Krilogy Financial
Missouri
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$36.6M +$32.4M +1,395,418 +764%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$35.8M +$3.4M +146,375 +10%
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$30.6M +$30.2M +1,306,790 +6,658%
Bank of America
4
Bank of America
North Carolina
$27.7M +$17.5M +755,733 +173%
AF
5
Arrow Financial
New York
$25.1M +$7.16M +308,637 +40%
Wells Fargo
6
Wells Fargo
California
$10.6M +$3.05M +131,364 +40%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.96M +$802K +34,570 +9%
Morgan Stanley
8
Morgan Stanley
New York
$9.44M +$816K +35,187 +9%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$8.09M +$134K +5,777 +2%
LPL Financial
10
LPL Financial
California
$8.04M +$2.3M +99,260 +40%
HighTower Advisors
11
HighTower Advisors
Illinois
$6.2M -$23.5K -1,014 -0.4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.57M -$346K -14,916 -6%
EWA
13
EP Wealth Advisors
California
$5.2M +$3.91M +168,524 +303%
KF
14
Krilogy Financial
Missouri
$3.96M -$567K -24,450 -13%
OPAM
15
Ocean Park Asset Management
California
$3.94M +$3.94M +169,900 New
MA
16
Mutual Advisors
Nebraska
$3.9M +$56.6K +2,440 +1%
RJA
17
Raymond James & Associates
Florida
$3.37M +$89K +3,837 +3%
ACM
18
Absolute Capital Management
Pennsylvania
$2.95M – – –
WRPWM
19
Werba Rubin Papier Wealth Management
California
$2.64M -$200K -8,602 -7%
ECM
20
Evergreen Capital Management
Washington
$2.55M -$95.1K -4,100 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.54M +$500K +21,534 +25%
SWA
22
Stratos Wealth Advisors
Ohio
$2.24M +$1.09M +47,152 +95%
TSWM
23
Tyler-Stone Wealth Management
Ohio
$2.17M -$158K -6,801 -7%
NA
24
NewEdge Advisors
Louisiana
$2.17M +$1.52M +65,668 +237%
PWS
25
Peloton Wealth Strategists
Indiana
$2.02M +$458K +19,725 +29%
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