IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

69 hedge funds and large institutions have $129M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
33
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
26
IFP Advisors
Florida
$904K +$71.2K +2,849 +9%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$829K +$663K +28,073 +399%
PFM
28
Phillips Financial Management
Indiana
$735K +$735K +31,127 New
CFG
29
Carr Financial Group
Massachusetts
$734K -$62.8K -2,659 -8%
AF
30
Arrow Financial
New York
$624K
CW
31
CreativeOne Wealth
Kansas
$572K +$661 +28 +0.1%
CA
32
Cetera Advisors
Colorado
$571K -$50.2K -2,126 -8%
EWM
33
Endowment Wealth Management
Wisconsin
$552K +$274K +11,608 +99%
WI
34
WrapManager Inc
California
$538K -$15.3K -649 -3%
SPWM
35
Straight Path Wealth Management
Michigan
$516K +$516K +21,852 New
LIM
36
Leavell Investment Management
Alabama
$506K +$3K +127 +0.6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$497K +$178K +7,555 +56%
LIA
38
LBMC Investment Advisors
Tennessee
$485K +$2.64K +112 +0.5%
IF
39
Ironwood Financial
Arizona
$471K +$122K +5,180 +35%
WP
40
WealthSource Partners
California
$468K +$123K +5,209 +36%
MHS
41
M Holdings Securities
Oregon
$426K +$426K +18,059 New
SWM
42
Segment Wealth Management
Texas
$420K
CGFA
43
Colton Groome Financial Advisors
North Carolina
$378K
Osaic Holdings
44
Osaic Holdings
Arizona
$377K -$4M -169,375 -91%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$354K +$354K +15,009 New
LNC
46
Lincoln National Corp
Pennsylvania
$347K +$347K +14,696 New
QCIG
47
Quad-Cities Investment Group
Iowa
$346K +$20.1K +851 +6%
NA
48
NewEdge Advisors
Louisiana
$265K -$596K -25,245 -69%
4WM
49
4J Wealth Management
Virginia
$264K +$7.08K +300 +3%
KFAA
50
Klaas Financial Asset Advisors
Illinois
$260K +$260K +11,002 New