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IBHC

iShares iBonds 2023 Term High Yield and Income ETF
IBHC

Delisted

IBHC was delisted on the 15th of December, 2023.

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37 hedge funds and large institutions have $67.4M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

23% more funds holding

Funds holding: 30 → 37 (+7)

7% more capital invested

Capital invested by funds: $63.1M → $67.4M (+$4.28M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Absolute Capital Management
Pennsylvania
+$8.88M
2
Bank of America
Bank of America
North Carolina
+$2.89M
3
RJA
Raymond James & Associates
Florida
+$2.24M
4
NA
NewEdge Advisors
Louisiana
+$1.74M
5
Jane Street
Jane Street
New York
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
WWM
WJ Wealth Management
Arizona
-$6.3M
2
LPL Financial
LPL Financial
California
-$5.95M
3
Wells Fargo
Wells Fargo
California
-$2M
4
FTUS
Flow Traders U.S.
New York
-$1.19M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$440K +$444K +18,795 New
LIM
27
Leavell Investment Management
Alabama
$428K – – –
KFAA
28
Klaas Financial Asset Advisors
Illinois
$414K -$36.3K -1,539 -8%
MAM
29
McLean Asset Management
Virginia
$410K -$469K -19,850 -53%
CGFA
30
Colton Groome Financial Advisors
North Carolina
$374K – – –
HL
31
HeadInvest LLC
Maine
$341K -$44.3K -1,875 -11%
Osaic Holdings
32
Osaic Holdings
Arizona
$213K -$1.02M -43,173 -83%
TWM
33
Tradition Wealth Management
Minnesota
$193K +$1.37K +58 +0.7%
BCPWM
34
Bradley & Co Private Wealth Management
Florida
$133K -$142K -6,000 -51%
UBS Group
35
UBS Group
Switzerland
$8K -$12.4K -524 -61%
PWM
36
Prentice Wealth Management
New York
$5K +$4.72K +200 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1K +$1.49K +63 New
WWM
38
WJ Wealth Management
Arizona
– -$6.3M -265,069 Closed
IF
39
Ironwood Financial
Arizona
– -$214K -8,976 Closed
1
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IBHC Hedge Fund Activity: Q2 2022 in Review

37 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q2 2022, worth a combined $67.4M — up 6.8% from $63.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBHC positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Absolute Capital Management, opening a new position worth an estimated $8.88M. The largest seller was WJ Wealth Management, exiting entirely with an estimated $6.3M sold.

  • 37 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q2 2022, up from 30 in Q1 2022.
  • Funds reported $67.4M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q2 2022, up 6.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q2 2022 and 2 closed out, a net change of +7 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q2 2022 was Absolute Capital Management, an estimated $8.88M added.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q2 2022 was WJ Wealth Management, an estimated $6.3M sold.

Based on aggregated 13F filings for Q2 2022.