iShares iBonds 2024 Term High Yield and Income ETF (IBHD) Institutional Ownership

$23.24
+0.01 (+0.04%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares iBonds 2024 Term High Yield and Income ETF (BATS:IBHD)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$28.13M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$544.42K
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IBHD Institutional Buying and Selling by Quarter

iShares iBonds 2024 Term High Yield and Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank5,112$119K0.0%-49.1%0.026%
4/25/2024 Klaas Financial Asset Advisors LLC17,203$401K0.1%-4.8%0.085%
4/25/2024 Cambridge Investment Research Advisors Inc.466,636$10.88M0.0%+6.9%2.293%
4/23/2024 Strategic Blueprint LLC22,080$515K0.0%-38.1%0.109%
4/12/2024 Lbmc Investment Advisors LLC71,419$1.67M0.1%+74.3%0.549%
4/5/2024 GAMMA Investing LLC23,019$537K0.1%N/A0.177%
4/3/2024 Timber Creek Capital Management LLC23,477$547K0.2%+4.0%0.181%
2/16/2024 Peloton Wealth Strategists103,750$2.41M1.0%+19.4%0.798%
2/12/2024Arrow Financial Corp1,261,126$29.27M3.0%+16.7%9.701%
2/9/2024 Cambridge Investment Research Advisors Inc.436,484$10.13M0.0%+955.8%3.358%
2/8/2024 Exchange Capital Management Inc.43,620$1.01M0.2%N/A0.336%
1/25/2024 Strategic Blueprint LLC35,666$828K0.1%N/A0.274%
1/11/2024 Timber Creek Capital Management LLC22,569$524K0.2%+8.9%0.174%
12/11/2023Headinvest LLC10,325$239K0.1%N/A0.079%
11/15/2023 Integrated Wealth Concepts LLC85,429$1.98M0.0%-2.9%0.657%
11/14/2023 Peloton Wealth Strategists86,860$2.02M0.9%+29.4%0.668%
11/13/2023 Cary Street Partners Investment Advisory LLC7,030$163K0.0%+103.4%0.054%
10/24/2023 Cambridge Investment Research Advisors Inc.41,343$959K0.0%+31.1%0.318%
10/18/2023 Timber Creek Capital Management LLC20,734$481K0.2%-3.5%0.159%
9/12/2023Farther Finance Advisors LLC2,547$59K0.0%+67.9%0.020%
8/22/2023 Asset Dedication LLC62,624$1.43M0.1%+11.4%0.482%
8/10/2023 Peloton Wealth Strategists67,135$1.55M0.7%+9.1%0.520%
8/9/2023Arrow Financial Corp772,228$17.82M2.2%+98.7%5.986%
8/9/2023 Flow Traders U.S. LLC8,720$201K0.0%N/A0.068%
7/20/2023 Timber Creek Capital Management LLC21,495$496K0.2%-3.1%0.167%
7/17/2023 Lbmc Investment Advisors LLC41,069$948K0.1%+12.5%0.318%
7/13/2023 Cambridge Investment Research Advisors Inc.31,542$728K0.0%+6.6%0.245%
5/15/2023 Cary Street Partners Asset Management LLC3,520$81K0.0%N/A0.032%
5/3/2023Arrow Financial Corp388,629$8.99M1.2%+5,754.6%3.533%
5/3/2023 Integrated Wealth Concepts LLC127,995$2.96M0.1%+22.6%1.164%
4/25/2023 Parallel Advisors LLC9,841$228K0.0%+884.1%0.089%
4/24/2023 Asset Dedication LLC56,201$1.28M0.1%+381.4%0.511%
4/10/2023 Lbmc Investment Advisors LLC36,519$845K0.1%+28.4%0.332%
4/6/2023 Timber Creek Capital Management LLC22,191$513K0.2%-19.6%0.213%
2/16/2023 Alpha Financial Partners LLC99,825$2.27M2.7%N/A0.000%
2/13/2023 Integrated Wealth Concepts LLC104,440$2.37M0.1%+7.3%0.000%
2/13/2023 Peloton Wealth Strategists28,010$636K0.3%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.26,851$610K0.0%+41.2%0.000%
2/2/2023Arrow Financial Corp6,638$151K0.0%+7.3%0.000%
1/23/2023 Timber Creek Capital Management LLC27,585$626K0.2%+39.8%0.000%
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1/19/2023 Asset Dedication LLC11,675$262K0.0%+137.8%0.000%
1/10/2023 Lbmc Investment Advisors LLC28,435$646K0.1%+38.0%0.000%
12/28/2022Headinvest LLC10,175$227K0.1%-21.0%0.000%
(Data available from 1/1/2016 forward)

IBHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHD shares?

During the previous two years, 19 institutional investors and hedge funds held shares of iShares iBonds 2024 Term High Yield and Income ETF. The most heavily invested institutionals were Arrow Financial Corp ($29.27M), Cambridge Investment Research Advisors Inc. ($10.88M), Peloton Wealth Strategists ($2.41M), Alpha Financial Partners LLC ($2.27M), Integrated Wealth Concepts LLC ($1.98M), Lbmc Investment Advisors LLC ($1.67M), and Asset Dedication LLC ($1.43M).Learn more on IBHD's institutional investors.

Which institutional investors have been buying iShares iBonds 2024 Term High Yield and Income ETF stock?

Of the 17 institutional investors that purchased iShares iBonds 2024 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arrow Financial Corp ($946.30K), Cambridge Investment Research Advisors Inc. ($444.87K), Alpha Financial Partners LLC ($99.83K), Peloton Wealth Strategists ($70.25K), Asset Dedication LLC ($57.71K), Lbmc Investment Advisors LLC ($50.90K), and Exchange Capital Management Inc. ($43.62K).

How much institutional buying is happening at iShares iBonds 2024 Term High Yield and Income ETF?

Institutional investors have bought a total of 1,849,413 shares in the last 24 months. This purchase volume represents approximately $42.77M in transactions.

Which iShares iBonds 2024 Term High Yield and Income ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds 2024 Term High Yield and Income ETF stock in the last 24 months: Strategic Blueprint LLC ($13.59K), Timber Creek Capital Management LLC ($6.85K), Comerica Bank ($4.93K), Headinvest LLC ($2.70K), Integrated Wealth Concepts LLC ($2.54K), and Klaas Financial Asset Advisors LLC ($861.00).

How much institutional selling is happening at iShares iBonds 2024 Term High Yield and Income ETF?

Institutional investors have sold a total of 31,467 shares in the last 24 months. This volume of shares sold represents approximately $729.34K in transactions.


This page (BATS:IBHD) was last updated on 5/19/2024 by MarketBeat.com Staff

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