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 $40.2M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
5% less capital invested
Capital invested by funds: $42.2M → $40.2M (-$1.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.46M |
| 2 |
Morgan Stanley
New York
|
+$1.79M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$904K |
| 4 |
LPL Financial
San Diego,
California
|
+$787K |
| 5 |
PWS
Peloton Wealth Strategists
Indianapolis,
Indiana
|
+$735K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$5.77M |
| 2 |
CA
Calton & Associates
Tampa,
Florida
|
-$2.67M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.17M |
| 4 |
Jane Street
New York
|
-$989K |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$418K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Calton & Associates
Tampa,
Florida
| $343K | -$2.67M | -108,782 | -89% |
|
|
BCPWM
27
Bradley & Co Private Wealth Management
Miami,
Florida
| $297K | -$249K | -10,150 | -46% |
|
|
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| $282K | +$10K | +409 | +4% |
|
|
CA
29
Cetera Advisors
Denver,
Colorado
| $260K | – | – | – |
|
|
TWM
30
Tradition Wealth Management
Edina,
Minnesota
| $200K | +$201K | +8,193 | New |
|
31
UBS Group
Zurich,
Switzerland
| $15K | +$15.5K | +633 | New |
|
|
32
HighTower Advisors
Chicago,
Illinois
| – | -$5.77M | -234,058 | Closed |
|
|
33
Jane Street
New York
| – | -$989K | -40,075 | Closed |
|
|
34
Fisher Asset Management
Camas,
Washington
| – | -$418K | -16,945 | Closed |
|
|
CCC
35
Crescent Capital Consulting
New Orleans,
Louisiana
| – | -$297K | -12,047 | Closed |
|
IBHC Hedge Fund Activity: Q4 2021 in Review
31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q4 2021, worth a combined $40.2M — down 4.7% from $42.2M a quarter earlier.
Fund positioning in IBHC was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 6 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $2.46M. The largest seller was HighTower Advisors, exiting entirely with an estimated $5.77M sold.
- 31 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $40.2M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q4 2021, down 4.7% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q4 2021 and 5 closed out, a net change of 0 holders.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q4 2021 was Integrated Wealth Concepts, an estimated $2.46M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q4 2021 was HighTower Advisors, an estimated $5.77M sold.
Based on aggregated 13F filings for Q4 2021.