iShares iBonds 2024 Term High Yield and Income ETF
IBHD
IBHD was delisted on the 16th of December, 2024.
130 hedge funds and large institutions have $369M 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.
414% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 7
394% more capital inflows, than outflows
Capital inflows: $92.1M | Capital outflows: $18.7M
171% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 21
29% more funds holding
Funds holding: 101 → 130 (+29)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.44% less ownership
Funds ownership: 77.78% → 77.34% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$26.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.14M |
| 3 |
Asset Dedication LLC
San Francisco,
California
|
+$6.99M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.35M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.73M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$4.04M |
| 3 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$2.22M |
| 4 |
Krilogy Financial
St. Louis,
Missouri
|
-$1.89M |
| 5 |
SageView Advisory Group
Newport Beach,
California
|
-$896K |
IBHD Hedge Fund Activity: Q4 2023 in Review
130 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q4 2023, worth a combined $369M — up 25% from $294M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBHD positions and 7 closed out — a net gain of 29 holders — while 57 added to existing stakes and 21 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $26.9M. The largest seller was Bank of America, cutting an estimated $6.73M.
- 130 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q4 2023, up from 101 in Q3 2023.
- Funds reported $369M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q4 2023, up 25% quarter-over-quarter.
- 36 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q4 2023 and 7 closed out, a net change of +29 holders.
- The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q4 2023 was AE Wealth Management, an estimated $26.9M added.
- The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q4 2023 was Bank of America, an estimated $6.73M sold.
Based on aggregated 13F filings for Q4 2023.