IBHC

iShares iBonds 2023 Term High Yield and Income ETF
IBHC

Overview Fund Activity
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.

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

1
Bank of America
1
Bank of America
North Carolina
$9.99M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.08M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$831K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.12M
5
CW
5
CreativeOne Wealth
Kansas
$565K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
AAS
3
Avantax Advisory Services
Texas
$381K
4
VNA
4
Valley National Advisers
Pennsylvania
$1.41M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
26
WrapManager Inc
California
$547K +$547K +23,410 New
LIM
27
Leavell Investment Management
Alabama
$461K +$33.9K +1,452 +8%
AWS
28
Atria Wealth Solutions
New York
$451K +$11.9K +510 +3%
IA
29
IFP Advisors
Florida
$446K +$446K +17,827 New
KFAA
30
Klaas Financial Asset Advisors
Illinois
$416K +$2.66K +114 +0.6%
MAM
31
McLean Asset Management
Virginia
$410K – – –
AAS
32
Avantax Advisory Services
Texas
$381K -$358K -15,333 -48%
CGFA
33
Colton Groome Financial Advisors
North Carolina
$374K – – –
SPC
34
Sigma Planning Corp
Michigan
$321K +$321K +13,756 New
HighTower Advisors
35
HighTower Advisors
Illinois
$299K +$299K +12,772 New
QCIG
36
Quad-Cities Investment Group
Iowa
$299K +$299K +12,809 New
BWFA
37
Baltimore-Washington Financial Advisors
Maryland
$295K +$295K +12,653 New
HL
38
HeadInvest LLC
Maine
$256K -$84.6K -3,620 -25%
4WM
39
4J Wealth Management
Virginia
$226K +$226K +9,671 New
B
40
Bensler
Washington
$223K +$223K +9,549 New
TWM
41
Tradition Wealth Management
Minnesota
$195K +$1.38K +59 +0.7%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$162K +$162K +6,955 New
BCPWM
43
Bradley & Co Private Wealth Management
Florida
$133K – – –
TSWM
44
Tyler-Stone Wealth Management
Ohio
$47K +$47K +2,000 New
UBS Group
45
UBS Group
Switzerland
$12K +$4.1K +171 +52%
US Bancorp
46
US Bancorp
Minnesota
$2K +$2K +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
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