IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

71 hedge funds and large institutions have $106M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$736K +$331 +14 +0%
EWM
27
Endowment Wealth Management
Wisconsin
$656K +$72.7K +3,077 +12%
WI
28
WrapManager Inc
California
$574K +$37.7K +1,595 +7%
CFG
29
Carr Financial Group
Massachusetts
$564K -$122K -5,178 -18%
SPWM
30
Straight Path Wealth Management
Michigan
$529K -$47.4K -2,005 -8%
AWM
31
AE Wealth Management
Kansas
$501K -$2.08M -88,061 -81%
LIA
32
LBMC Investment Advisors
Tennessee
$494K +$5.07K +215 +1%
MHS
33
M Holdings Securities
Oregon
$488K +$488K +20,656 New
WP
34
WealthSource Partners
California
$477K +$1.32K +56 +0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$462K +$202K +8,533 +77%
SCA
36
Snowden Capital Advisors
New York
$457K +$32.5K +1,375 +8%
FTUS
37
Flow Traders U.S.
New York
$418K -$852K -36,065 -67%
LNC
38
Lincoln National Corp
Pennsylvania
$411K -$6.88K -291 -2%
KFAA
39
Klaas Financial Asset Advisors
Illinois
$383K +$59.5K +2,518 +18%
CGFA
40
Colton Groome Financial Advisors
North Carolina
$378K
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$363K +$44.2K +1,868 +14%
OMC
42
Old Mission Capital
Illinois
$358K -$71.4K -3,022 -17%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$323K -$9.33K -395 -3%
QCIG
44
Quad-Cities Investment Group
Iowa
$295K -$51.7K -2,189 -15%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$281K +$281K +11,886 New
4WM
46
4J Wealth Management
Virginia
$256K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$255K
CA
48
Cetera Advisors
Colorado
$249K -$85.4K -3,611 -26%
LIM
49
Leavell Investment Management
Alabama
$235K -$207K -8,767 -47%
B
50
Bensler
Washington
$230K