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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106 hedge funds and large institutions have $181M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-17
Holders Change %
-13.82%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
37
Reduced
42
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWP
1
Tempus Wealth Planning
California
$2.94M
2
AWM
2
Aprio Wealth Management
Georgia
$2.8M
3
TSWM
3
Tyler-Stone Wealth Management
Ohio
$2.99M
4
SC
4
Savant Capital
Illinois
$1.14M
5
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$30M

Top Sellers

1
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$0
2
Bank of America
2
Bank of America
North Carolina
$6.27M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.5M
4
LPL Financial
4
LPL Financial
California
$11.3M
5
Jane Street
5
Jane Street
New York
$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$30M +$863K +37,050 +3%
LPL Financial
2
LPL Financial
California
$11.3M -$4.43M -190,153 -28%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M +$190K +8,168 +2%
Wells Fargo
4
Wells Fargo
California
$10.8M +$60.9K +2,615 +0.6%
ADL
5
Asset Dedication LLC
California
$7.61M -$3.52M -151,055 -32%
Morgan Stanley
6
Morgan Stanley
New York
$6.57M -$578K -24,817 -8%
PPWM
7
PFG Private Wealth Management
Florida
$6.37M +$198K +8,489 +3%
Bank of America
8
Bank of America
North Carolina
$6.27M -$12.2M -525,107 -66%
EWA
9
EP Wealth Advisors
California
$5.32M -$989K -42,450 -16%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.72M -$1.04M -44,800 -22%
CFG
11
Carr Financial Group
Massachusetts
$3.37M -$2.77M -119,139 -45%
TSWM
12
Tyler-Stone Wealth Management
Ohio
$2.99M +$1.44M +61,698 +92%
TWP
13
Tempus Wealth Planning
California
$2.94M +$2.94M +126,350 New
AF
14
Arrow Financial
New York
$2.9M -$1.84M -79,134 -39%
APP
15
Avantax Planning Partners
Iowa
$2.8M -$56.9K -2,442 -2%
AWM
16
Aprio Wealth Management
Georgia
$2.8M +$2.8M +120,020 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.5M -$7.69M -330,127 -75%
KPWS
18
Kestra Private Wealth Services
Texas
$2.47M +$246K +10,563 +11%
SWP
19
Stratos Wealth Partners
Ohio
$2.41M +$62.8K +2,696 +3%
PWS
20
Peloton Wealth Strategists
Indiana
$2.4M -$57.6K -2,475 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.36M -$2.34M -100,642 -50%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.33M +$102K +4,358 +5%
AAS
23
Avantax Advisory Services
Texas
$2.25M +$32.5K +1,394 +1%
ECM
24
Evergreen Capital Management
Washington
$2.12M -$450K -19,324 -18%
LIA
25
LBMC Investment Advisors
Tennessee
$1.89M +$11.5K +493 +0.6%
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