iShares iBonds 2023 Term High Yield and Income ETF
IBHC
IBHC was delisted on the 15th of December, 2023.
30 hedge funds and large institutions have $63.1M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
57% more capital invested
Capital invested by funds: $40.2M → $63.1M (+$22.9M)
3% less funds holding
Funds holding: 31 → 30 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$6.37M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.27M |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$3.28M |
| 4 |
Morgan Stanley
New York
|
+$2.02M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Childress Capital Advisors
Houston,
Texas
|
-$473K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$407K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$380K |
| 4 |
CA
Calton & Associates
Tampa,
Florida
|
-$343K |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCPWM
26
Bradley & Co Private Wealth Management
Miami,
Florida
| $279K | -$9.98K | -415 | -3% |
|
|
CA
27
Cetera Advisors
Denver,
Colorado
| $254K | – | – | – |
|
|
IF
28
Ironwood Financial
Tucson,
Arizona
| $214K | +$216K | +8,976 | New |
|
|
TWM
29
Tradition Wealth Management
Edina,
Minnesota
| $196K | +$481 | +20 | +0.2% |
|
30
UBS Group
Zurich,
Switzerland
| $20K | +$5.29K | +220 | +35% |
|
|
CCA
31
Childress Capital Advisors
Houston,
Texas
| – | -$473K | -19,393 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$407K | -16,668 | Closed |
|
|
AWM
33
AE Wealth Management
Topeka,
Kansas
| – | -$380K | -15,580 | Closed |
|
|
CA
34
Calton & Associates
Tampa,
Florida
| – | -$343K | -14,071 | Closed |
|
IBHC Hedge Fund Activity: Q1 2022 in Review
30 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q1 2022, worth a combined $63.1M — up 57% from $40.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IBHC and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 18 added.
The largest buyer was WJ Wealth Management, opening a new position worth an estimated $6.37M. The largest seller was Childress Capital Advisors, exiting entirely with an estimated $473K sold.
- 30 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q1 2022, down from 31 in Q4 2021.
- Funds reported $63.1M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q1 2022, up 57% quarter-over-quarter.
- 3 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q1 2022 and 4 closed out, a net change of -1 holder.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q1 2022 was WJ Wealth Management, an estimated $6.37M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q1 2022 was Childress Capital Advisors, an estimated $473K sold.
Based on aggregated 13F filings for Q1 2022.