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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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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.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more capital invested

Capital invested by funds: $78.4M → $111M (+$32.5M)

32% more funds holding

Funds holding: 47 → 62 (+15)

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

Rank Fund Capital Flow
1
TWM
TMD Wealth Management
Arizona
+$7.43M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.41M
3
LPL Financial
LPL Financial
California
+$2.5M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.96M
5
RCA
Resonant Capital Advisors
Wisconsin
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
ACM
Absolute Capital Management
Pennsylvania
-$2.59M
2
Jane Street
Jane Street
New York
-$1.82M
3
NA
NewEdge Advisors
Louisiana
-$1.39M
4
TCCM
Timber Creek Capital Management
Massachusetts
-$425K
5
VNA
Valley National Advisers
Pennsylvania
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
26
Carr Financial Group
Massachusetts
$792K +$791K +33,762 New
SPC
27
Sigma Planning Corp
Michigan
$758K +$434K +18,537 +135%
AF
28
Arrow Financial
New York
$620K -$54.9K -2,343 -8%
CA
29
Cetera Advisors
Colorado
$617K +$38.5K +1,643 +7%
B
30
Bellecapital
Switzerland
$609K – – –
CW
31
CreativeOne Wealth
Kansas
$568K – – –
WI
32
WrapManager Inc
California
$550K +$539 +23 +0.1%
LIM
33
Leavell Investment Management
Alabama
$500K +$35.9K +1,534 +8%
LIA
34
LBMC Investment Advisors
Tennessee
$480K +$479K +20,437 New
AWS
35
Atria Wealth Solutions
New York
$428K -$24.8K -1,059 -5%
SWM
36
Segment Wealth Management
Texas
$418K +$417K +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 +$346K +14,774 New
WP
41
WealthSource Partners
California
$343K +$342K +14,600 New
QCIG
42
Quad-Cities Investment Group
Iowa
$324K +$22.8K +975 +8%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$317K +$316K +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 +$2.15K +92 +1%
1
2
3

IBHC Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q4 2022, worth a combined $111M — up 41% from $78.4M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBHC positions and 6 closed out — a net gain of 15 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was TMD Wealth Management, opening a new position worth an estimated $7.43M. The largest seller was Absolute Capital Management, cutting an estimated $2.59M.

  • 62 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q4 2022, up from 47 in Q3 2022.
  • Funds reported $111M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 21 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q4 2022 and 6 closed out, a net change of +15 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q4 2022 was TMD Wealth Management, an estimated $7.43M added.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q4 2022 was Absolute Capital Management, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2022.