IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Overview Fund Activity
Delisted

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

Back to rankings

130 hedge funds and large institutions have $379M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+29
Holders Change %
+28.71%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.5M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.1M
4
ADL
4
Asset Dedication LLC
California
$8.46M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$26.7M
3
ACM
3
Absolute Capital Management
Pennsylvania
$722K
4
KF
4
Krilogy Financial
Missouri
$2.07M
5
SAG
5
SageView Advisory Group
California
$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$64.1M +$27.2M +1,164,142 +74%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$38.3M +$2.42M +104,458 +7%
AF
3
Arrow Financial
New York
$29.3M +$4.18M +180,261 +17%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$26.7M -$4.06M -174,855 -13%
Morgan Stanley
5
Morgan Stanley
New York
$21.5M +$12.1M +520,880 +128%
Bank of America
6
Bank of America
North Carolina
$20.9M -$6.76M -291,183 -24%
Wells Fargo
7
Wells Fargo
California
$14M +$3.37M +145,406 +32%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.6M +$4.37M +188,223 +71%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.3M +$287K +12,348 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.1M +$9.17M +395,141 +956%
LPL Financial
11
LPL Financial
California
$9.88M +$1.83M +78,908 +23%
BWFA
12
Baltimore-Washington Financial Advisors
Maryland
$8.8M +$707K +30,453 +9%
ADL
13
Asset Dedication LLC
California
$8.46M +$7.01M +302,026 +485%
EWA
14
EP Wealth Advisors
California
$6.79M +$1.59M +68,397 +31%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.69M +$120K +5,160 +2%
MA
16
Mutual Advisors
Nebraska
$4.36M +$467K +20,107 +12%
LAS
17
Lloyd Advisory Services
Georgia
$4.27M +$4.27M +183,830 New
OPAM
18
Ocean Park Asset Management
California
$3.94M – – –
RJA
19
Raymond James & Associates
Florida
$3.5M +$132K +5,707 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3M +$460K +19,831 +18%
SWA
21
Stratos Wealth Advisors
Ohio
$2.76M +$511K +22,017 +23%
ECM
22
Evergreen Capital Management
Washington
$2.62M +$73.1K +3,150 +3%
WRPWM
23
Werba Rubin Papier Wealth Management
California
$2.61M -$34.2K -1,473 -1%
Jane Street
24
Jane Street
New York
$2.6M +$1.38M +59,316 +112%
CFG
25
Carr Financial Group
Massachusetts
$2.49M +$475K +20,460 +24%
1
2 3 4 5