iShares iBonds 2023 Term High Yield and Income ETF
IBHC
IBHC was delisted on the 15th of December, 2023.
31 hedge funds and large institutions have $42.2M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
30% more capital invested
Capital invested by funds: $32.5M → $42.2M (+$9.72M)
29% more funds holding
Funds holding: 24 → 31 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.88M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.56M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
| 4 |
LPL Financial
San Diego,
California
|
+$982K |
| 5 |
Morgan Stanley
New York
|
+$786K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.02M |
| 2 |
Jane Street
New York
|
-$1.18M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCC
26
Crescent Capital Consulting
New Orleans,
Louisiana
| $297K | +$297K | +12,047 | New |
|
|
RJA
27
Raymond James & Associates
St Petersburg,
Florida
| $275K | +$276K | +11,162 | New |
|
|
CA
28
Cetera Advisors
Denver,
Colorado
| $263K | -$128K | -5,200 | -33% |
|
|
FTUS
29
Flow Traders U.S.
New York
| $225K | -$2.02M | -81,652 | -90% |
|
30
Citadel Advisors
Miami,
Florida
| $218K | +$218K | +8,817 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | +$99 | +4 | New |
|
IBHC Hedge Fund Activity: Q3 2021 in Review
31 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q3 2021, worth a combined $42.2M — up 30% from $32.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBHC positions and 0 closed out — a net gain of 7 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.88M. The largest seller was Flow Traders U.S., cutting an estimated $2.02M.
- 31 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q3 2021, up from 24 in Q2 2021.
- Funds reported $42.2M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q3 2021, up 30% quarter-over-quarter.
- 7 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q3 2021 and 0 closed out, a net change of +7 holders.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q3 2021 was Wells Fargo, an estimated $3.88M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q3 2021 was Flow Traders U.S., an estimated $2.02M sold.
Based on aggregated 13F filings for Q3 2021.