IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

72 hedge funds and large institutions have $108M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
27
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$830K -$261K -11,045 -24%
PFM
27
Phillips Financial Management
Indiana
$736K +$284 +12 +0%
CFG
28
Carr Financial Group
Massachusetts
$687K -$47.9K -2,027 -7%
EWM
29
Endowment Wealth Management
Wisconsin
$583K +$30.4K +1,287 +6%
SPWM
30
Straight Path Wealth Management
Michigan
$576K +$59.4K +2,513 +12%
SHFP
31
Second Half Financial Partners
Florida
$553K +$553K +23,415 New
WI
32
WrapManager Inc
California
$536K -$2.34K -99 -0.4%
LIA
33
LBMC Investment Advisors
Tennessee
$490K +$4.42K +187 +0.9%
WP
34
WealthSource Partners
California
$476K +$7.49K +317 +2%
LIM
35
Leavell Investment Management
Alabama
$442K -$63.8K -2,700 -13%
OMC
36
Old Mission Capital
Illinois
$430K +$430K +18,181 New
SCA
37
Snowden Capital Advisors
New York
$424K +$424K +17,936 New
SWM
38
Segment Wealth Management
Texas
$420K
LNC
39
Lincoln National Corp
Pennsylvania
$418K +$70.5K +2,982 +20%
IF
40
Ironwood Financial
Arizona
$398K -$73.7K -3,120 -16%
CGFA
41
Colton Groome Financial Advisors
North Carolina
$378K
QCIG
42
Quad-Cities Investment Group
Iowa
$346K +$402 +17 +0.1%
CA
43
Cetera Advisors
Colorado
$335K -$237K -10,023 -41%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$332K -$22.2K -940 -6%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$323K +$63.1K +2,671 +24%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$319K -$179K -7,555 -36%
MAWAG
47
Mid-American Wealth Advisory Group
Missouri
$269K +$269K +11,416 New
NA
48
NewEdge Advisors
Louisiana
$261K -$3.97K -168 -1%
Osaic Holdings
49
Osaic Holdings
Arizona
$260K -$117K -4,947 -31%
4WM
50
4J Wealth Management
Virginia
$256K -$8.27K -350 -3%