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IBHD

iShares iBonds 2024 Term High Yield and Income ETF
IBHD

Delisted

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

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1 hedge funds and large institutions have $1.62M invested in iShares iBonds 2024 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 107 → 1 (-106)

99% less capital invested

Capital invested by funds: $183M → $1.62M (-$182M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 103

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-106
Holders Change %
-99.07%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
103
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$30M
2
LPL Financial
LPL Financial
California
-$11.3M
3
Wells Fargo
Wells Fargo
California
-$10.8M
4
ADL
Asset Dedication LLC
California
-$7.61M
5
Morgan Stanley
Morgan Stanley
New York
-$6.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$1.62M -$43.5K -1,874 -3%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
– -$30M -1,287,816 Closed
LPL Financial
3
LPL Financial
California
– -$11.3M -485,443 Closed
Wells Fargo
4
Wells Fargo
California
– -$10.8M -463,737 Closed
ADL
5
Asset Dedication LLC
California
– -$7.61M -326,654 Closed
Morgan Stanley
6
Morgan Stanley
New York
– -$6.57M -282,165 Closed
PPWM
7
PFG Private Wealth Management
Florida
– -$6.37M -273,675 Closed
Bank of America
8
Bank of America
North Carolina
– -$6.27M -269,313 Closed
EWA
9
EP Wealth Advisors
California
– -$5.32M -228,305 Closed
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
– -$3.72M -159,653 Closed
CFG
11
Carr Financial Group
Massachusetts
– -$3.37M -144,518 Closed
TSWM
12
Tyler-Stone Wealth Management
Ohio
– -$2.99M -128,506 Closed
TWP
13
Tempus Wealth Planning
California
– -$2.94M -126,350 Closed
AF
14
Arrow Financial
New York
– -$2.9M -124,461 Closed
APP
15
Avantax Planning Partners
Iowa
– -$2.8M -120,121 Closed
AWM
16
Aprio Wealth Management
Georgia
– -$2.8M -120,020 Closed
DWA
17
Delta Wealth Advisors
Indiana
– -$2.55M -109,444 Closed
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
– -$2.5M -107,465 Closed
KPWS
19
Kestra Private Wealth Services
Texas
– -$2.47M -105,956 Closed
SWP
20
Stratos Wealth Partners
Ohio
– -$2.41M -103,548 Closed
PWS
21
Peloton Wealth Strategists
Indiana
– -$2.4M -102,854 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
– -$2.36M -101,486 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– -$2.33M -100,076 Closed
AAS
24
Avantax Advisory Services
Texas
– -$2.25M -96,488 Closed
ECM
25
Evergreen Capital Management
Washington
– -$2.12M -91,002 Closed
1
2 3 4 5

IBHD Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) for Q4 2024, worth a combined $1.62M — down 99% from $183M a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of IBHD and 0 opened new positions — a net loss of 103 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Mid-American Wealth Advisory Group, exiting entirely with an estimated $30M sold.

  • 1 institutional investor held iShares iBonds 2024 Term High Yield and Income ETF (IBHD) as of Q4 2024, down from 107 in Q3 2024.
  • Funds reported $1.62M of iShares iBonds 2024 Term High Yield and Income ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds 2024 Term High Yield and Income ETF positions in Q4 2024 and 103 closed out, a net change of -103 holders.
  • The largest iShares iBonds 2024 Term High Yield and Income ETF seller in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2024.