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IBHD

iShares iBonds 2024 Term High Yield and Income ETF

Delisted

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

124 hedge funds and large institutions have $253M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 124124 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $294M → $253M (-$41M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$29.1M -$848K -36,518 -3%
Bank of America
2
Bank of America
North Carolina
$18.5M -$3.06M -131,986 -14%
LPL Financial
3
LPL Financial
California
$15.7M +$6.73M +289,827 +75%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$15.4M +$996K +42,909 +7%
ADL
5
Asset Dedication LLC
California
$11.1M +$79.4K +3,420 +0.7%
Wells Fargo
6
Wells Fargo
California
$10.7M -$3.08M -132,550 -22%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.7M +$549K +23,654 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$10.2M -$674K -29,044 -6%
Morgan Stanley
9
Morgan Stanley
New York
$7.13M -$565K -24,336 -7%
EWA
10
EP Wealth Advisors
California
$6.29M -$39K -1,680 -0.6%
PPWM
11
PFG Private Wealth Management
Florida
$6.16M +$337K +14,523 +6%
CFG
12
Carr Financial Group
Massachusetts
$6.13M +$2.58M +111,096 +73%
RJA
13
Raymond James & Associates
Florida
$4.8M +$290K +12,484 +6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4.75M +$543K +23,401 +13%
AF
15
Arrow Financial
New York
$4.73M -$17.7M -763,900 -79%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.7M -$318K -13,678 -6%
Jane Street
17
Jane Street
New York
$4.42M -$4.47M -192,680 -50%
OPAM
18
Ocean Park Asset Management
California
$3.95M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.09M -$43.2K -1,860 -1%
APP
20
Avantax Planning Partners
Iowa
$2.85M +$242K +10,420 +9%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.63M +$2.63M +113,155 New
DWA
22
Delta Wealth Advisors
Indiana
$2.58M +$206K +8,884 +9%
ECM
23
Evergreen Capital Management
Washington
$2.56M -$93.4K -4,025 -4%
PWS
24
Peloton Wealth Strategists
Indiana
$2.45M -$11.6K -500 -0.5%
AWM
25
AE Wealth Management
Kansas
$2.43M -$12.1M -521,680 -83%

IBHD Hedge Fund Activity: Q2 2024 in Review

124 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q2 2024, worth a combined $253M — down 14% from $294M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBHD positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 49 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.73M. The largest seller was Arrow Financial, cutting an estimated $17.7M.

  • 124 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $253M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q2 2024, down 14% quarter-over-quarter.
  • 12 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q2 2024 and 11 closed out, a net change of +1 holder.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q2 2024 was LPL Financial, an estimated $6.73M added.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q2 2024 was Arrow Financial, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2024.