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IBHB

iShares iBonds 2022 Term High Yield and Income ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2932 (+3)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1
Asset Dedication LLC
California
$7.57M +$2.32M +96,758 +44%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.03M +$7.04M +292,989 New
LPL Financial
3
LPL Financial
California
$6.69M -$189K -7,857 -3%
Bank of America
4
Bank of America
North Carolina
$5M +$3.59M +149,626 +255%
Morgan Stanley
5
Morgan Stanley
New York
$4.11M +$190K +7,918 +5%
Wells Fargo
6
Wells Fargo
California
$3.97M -$181K -7,549 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.49M -$70.7K -2,945 -3%
PWS
8
Peloton Wealth Strategists
Indiana
$2.2M -$144K -6,000 -6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.14M -$12.7K -530 -0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.1M -$63.4K -2,639 -3%
ACK
11
Andrew C. Karlinski
$1.58M +$1.58M +65,729 New
Jane Street
12
Jane Street
New York
$1.26M -$355K -14,787 -22%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.23M +$263K +10,961 +27%
NG
14
Northstar Group
New York
$1.19M -$144K -5,998 -11%
Citadel Advisors
15
Citadel Advisors
Florida
$1.04M +$1.05M +43,542 New
KFAA
16
Klaas Financial Asset Advisors
Illinois
$976K -$75.3K -3,134 -7%
FTUS
17
Flow Traders U.S.
New York
$950K -$1.78M -74,006 -65%
CA
18
Cetera Advisors
Colorado
$656K
LIM
19
Leavell Investment Management
Alabama
$622K
HighTower Advisors
20
HighTower Advisors
Illinois
$544K +$15.2K +632 +3%
MHS
21
M Holdings Securities
Oregon
$394K -$9.61K -400 -2%
B
22
Bellecapital
Switzerland
$393K
VNA
23
Valley National Advisers
Pennsylvania
$372K -$1.22M -50,960 -77%
CGFA
24
Colton Groome Financial Advisors
North Carolina
$365K
ACM
25
Advance Capital Management
Michigan
$334K +$50.1K +2,085 +18%

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.