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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62 hedge funds and large institutions have $111M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
+15
Holders Change %
+31.91%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
25
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$7.44M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.71M
3
LPL Financial
3
LPL Financial
California
$5.88M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.88M
5
RCA
5
Resonant Capital Advisors
Wisconsin
$1.59M

Top Sellers

1
ACM
1
Absolute Capital Management
Pennsylvania
$6.16M
2
Jane Street
2
Jane Street
New York
$0
3
TCCM
3
Timber Creek Capital Management
Massachusetts
$144K
4
VNA
4
Valley National Advisers
Pennsylvania
$995K
5
KFAA
5
Klaas Financial Asset Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Carr Financial Group
Massachusetts
$792K +$792K +33,762 New
SPC
27
Sigma Planning Corp
Michigan
$758K +$435K +18,537 +135%
AF
28
Arrow Financial
New York
$620K -$55K -2,343 -8%
CA
29
Cetera Advisors
Colorado
$617K +$38.6K +1,643 +7%
B
30
Bellecapital
Switzerland
$609K – – –
CW
31
CreativeOne Wealth
Kansas
$568K – – –
WI
32
WrapManager Inc
California
$550K +$540 +23 +0.1%
LIM
33
Leavell Investment Management
Alabama
$500K +$36K +1,534 +8%
LIA
34
LBMC Investment Advisors
Tennessee
$480K +$480K +20,437 New
AWS
35
Atria Wealth Solutions
New York
$428K -$24.9K -1,059 -5%
SWM
36
Segment Wealth Management
Texas
$418K +$418K +17,795 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$414K -$183K -7,800 -31%
MAM
38
McLean Asset Management
Virginia
$412K – – –
CGFA
39
Colton Groome Financial Advisors
North Carolina
$376K – – –
IF
40
Ironwood Financial
Arizona
$347K +$347K +14,774 New
WP
41
WealthSource Partners
California
$343K +$343K +14,600 New
QCIG
42
Quad-Cities Investment Group
Iowa
$324K +$22.9K +975 +8%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$317K +$317K +13,496 New
EWM
44
Endowment Wealth Management
Wisconsin
$276K +$276K +11,770 New
4WM
45
4J Wealth Management
Virginia
$256K +$28.6K +1,220 +13%
BFA
46
BBJS Financial Advisors
Washington
$251K +$251K +10,700 New
HL
47
HeadInvest LLC
Maine
$231K -$25.9K -1,105 -10%
B
48
Bensler
Washington
$229K +$4.69K +200 +2%
SS
49
Sunbelt Securities
Texas
$209K +$209K +8,900 New
TWM
50
Tradition Wealth Management
Minnesota
$198K +$2.16K +92 +1%
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