iShares iBonds 2024 Term High Yield and Income ETF
IBHD
IBHD was delisted on the 16th of December, 2024.
107 hedge funds and large institutions have $183M 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, 43 reducing their positions, and 21 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.05% less ownership
Funds ownership: 57.96% → 50.9% (-7.1%)
14% less funds holding
Funds holding: 124 → 107 (-17)
14% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 43
76% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 21
86% less capital inflows, than outflows
Capital inflows: $11.4M | Capital outflows: $81.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWP
Tempus Wealth Planning
Irvine,
California
|
+$2.93M |
| 2 |
Aprio Wealth Management
Atlanta,
Georgia
|
+$2.78M |
| 3 |
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
+$1.43M |
| 4 |
Savant Capital
Rockford,
Illinois
|
+$1.14M |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$15.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12.2M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.66M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.41M |
| 5 |
Jane Street
New York
|
-$4.09M |
IBHD Hedge Fund Activity: Q3 2024 in Review
107 of the 6,984 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q3 2024, worth a combined $183M — down 28% from $253M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IBHD and 5 opened new positions — a net loss of 16 holders — while 43 trimmed existing stakes and 37 added.
The largest buyer was Tempus Wealth Planning, opening a new position worth an estimated $2.93M. The largest seller was Baltimore-Washington Financial Advisors, exiting entirely with an estimated $15.4M sold.
- 107 institutional investors held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q3 2024, down from 124 in Q2 2024.
- Funds reported $183M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q3 2024, down 28% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q3 2024 and 21 closed out, a net change of -16 holders.
- The largest iShares iBonds 2024 Term High Yield and Income ETF buyer in Q3 2024 was Tempus Wealth Planning, an estimated $2.93M added.
- The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q3 2024 was Baltimore-Washington Financial Advisors, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2024.