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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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47 hedge funds and large institutions have $78.4M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

27% more funds holding

Funds holding: 37 → 47 (+10)

16% more capital invested

Capital invested by funds: $67.4M → $78.4M (+$11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
47
Holders Change
+10
Holders Change %
+27.03%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.42M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.88M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$833K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$598K
5
CW
CreativeOne Wealth
Kansas
+$568K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
2
FTUS
Flow Traders U.S.
New York
-$976K
3
AAS
Avantax Advisory Services
Texas
-$360K
4
VNA
Valley National Advisers
Pennsylvania
-$247K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
26
WrapManager Inc
California
$547K +$549K +23,410 New
LIM
27
Leavell Investment Management
Alabama
$461K +$34.1K +1,452 +8%
AWS
28
Atria Wealth Solutions
New York
$451K +$12K +510 +3%
IA
29
IFP Advisors
Florida
$446K +$418K +17,827 New
KFAA
30
Klaas Financial Asset Advisors
Illinois
$416K +$2.67K +114 +0.6%
MAM
31
McLean Asset Management
Virginia
$410K – – –
AAS
32
Avantax Advisory Services
Texas
$381K -$360K -15,333 -48%
CGFA
33
Colton Groome Financial Advisors
North Carolina
$374K – – –
SPC
34
Sigma Planning Corp
Michigan
$321K +$323K +13,756 New
HighTower Advisors
35
HighTower Advisors
Illinois
$299K +$300K +12,772 New
QCIG
36
Quad-Cities Investment Group
Iowa
$299K +$301K +12,809 New
BWFA
37
Baltimore-Washington Financial Advisors
Maryland
$295K +$297K +12,653 New
HL
38
HeadInvest LLC
Maine
$256K -$85K -3,620 -25%
4WM
39
4J Wealth Management
Virginia
$226K +$227K +9,671 New
B
40
Bensler
Washington
$223K +$224K +9,549 New
TWM
41
Tradition Wealth Management
Minnesota
$195K +$1.39K +59 +0.7%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$162K +$163K +6,955 New
BCPWM
43
Bradley & Co Private Wealth Management
Florida
$133K – – –
TSWM
44
Tyler-Stone Wealth Management
Ohio
$47K +$46.9K +2,000 New
UBS Group
45
UBS Group
Switzerland
$12K +$4.01K +171 +52%
US Bancorp
46
US Bancorp
Minnesota
$2K +$1.88K +80 New
Citadel Advisors
47
Citadel Advisors
Florida
– -$1.13M -48,381 Closed
FTUS
48
Flow Traders U.S.
New York
– -$976K -41,719 Closed
PWM
49
Prentice Wealth Management
New York
– -$5K -200 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– +$23 +1 New
1
2

IBHC Hedge Fund Activity: Q3 2022 in Review

47 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q3 2022, worth a combined $78.4M — up 16% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBHC positions and 3 closed out — a net gain of 10 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.13M sold.

  • 47 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q3 2022, up from 37 in Q2 2022.
  • Funds reported $78.4M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q3 2022, up 16% quarter-over-quarter.
  • 13 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q3 2022 and 3 closed out, a net change of +10 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q3 2022 was Bank of America, an estimated $4.42M added.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q3 2022 was Citadel Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2022.