iShares iBonds 2022 Term High Yield and Income ETF
IBHB
IBHB was delisted on the 15th of December, 2022.
32 hedge funds and large institutions have $56.5M invested in iShares iBonds 2022 Term High Yield and Income ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
27% more capital invested
Capital invested by funds: $44.5M → $56.5M (+$12M)
10% more funds holding
Funds holding: 29 → 32 (+3)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.59M |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$2.32M |
| 4 |
ACK
Andrew C. Karlinski
|
+$1.58M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.78M |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$1.22M |
| 3 |
Jane Street
New York
|
-$355K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$244K |
| 5 |
LPL Financial
San Diego,
California
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
MML Investors Services
Springfield,
Massachusetts
| $303K | +$303K | +12,630 | New |
|
|
CAN
27
Cetera Advisor Networks
El Segundo,
California
| $285K | +$285K | +11,886 | New |
|
|
MAM
28
McLean Asset Management
Tysons,
Virginia
| $253K | – | – | – |
|
|
CCA
29
Childress Capital Advisors
Houston,
Texas
| $228K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $174K | +$28.1K | +1,169 | +19% |
|
|
AF
31
Arrow Financial
Glens Falls,
New York
| $30K | – | – | – |
|
|
BCPWM
32
Bradley & Co Private Wealth Management
Miami,
Florida
| $24K | – | – | – |
|
|
RJA
33
Raymond James & Associates
St Petersburg,
Florida
| – | -$244K | -10,136 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$36K | -1,498 | Closed |
|
IBHB Hedge Fund Activity: Q2 2022 in Review
32 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2022 Term High Yield and Income ETF (IBHB) for Q2 2022, worth a combined $56.5M — up 27% from $44.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHB positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $7.04M. The largest seller was Flow Traders U.S., cutting an estimated $1.78M.
- 32 institutional investors held iShares iBonds 2022 Term High Yield and Income ETF (IBHB) as of Q2 2022, up from 29 in Q1 2022.
- Funds reported $56.5M of iShares iBonds 2022 Term High Yield and Income ETF stock for Q2 2022, up 27% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2022 Term High Yield and Income ETF positions in Q2 2022 and 2 closed out, a net change of +3 holders.
- The largest iShares iBonds 2022 Term High Yield and Income ETF buyer in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $7.04M added.
- The largest iShares iBonds 2022 Term High Yield and Income ETF seller in Q2 2022 was Flow Traders U.S., an estimated $1.78M sold.
Based on aggregated 13F filings for Q2 2022.