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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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1 hedge funds and large institutions have $1.18M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 71 → 1 (-70)

99% less capital invested

Capital invested by funds: $106M → $1.18M (-$104M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 70

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-70
Holders Change %
-98.59%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.5M
2
Jane Street
Jane Street
New York
-$10.7M
3
Wells Fargo
Wells Fargo
California
-$8.35M
4
Morgan Stanley
Morgan Stanley
New York
-$7.7M
5
ADL
Asset Dedication LLC
California
-$6.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
26
Phillips Financial Management
Indiana
– -$736K -31,153 Closed
EWM
27
Endowment Wealth Management
Wisconsin
– -$656K -27,742 Closed
WI
28
WrapManager Inc
California
– -$574K -24,280 Closed
CFG
29
Carr Financial Group
Massachusetts
– -$564K -23,898 Closed
SPWM
30
Straight Path Wealth Management
Michigan
– -$529K -22,360 Closed
AWM
31
AE Wealth Management
Kansas
– -$501K -21,190 Closed
LIA
32
LBMC Investment Advisors
Tennessee
– -$494K -20,951 Closed
MHS
33
M Holdings Securities
Oregon
– -$488K -20,656 Closed
WP
34
WealthSource Partners
California
– -$477K -20,182 Closed
Osaic Holdings
35
Osaic Holdings
Arizona
– -$462K -19,545 Closed
SCA
36
Snowden Capital Advisors
New York
– -$457K -19,311 Closed
FTUS
37
Flow Traders U.S.
New York
– -$418K -17,694 Closed
LNC
38
Lincoln National Corp
Pennsylvania
– -$411K -17,387 Closed
KFAA
39
Klaas Financial Asset Advisors
Illinois
– -$383K -16,191 Closed
CGFA
40
Colton Groome Financial Advisors
North Carolina
– -$378K -16,000 Closed
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
– -$363K -15,364 Closed
OMC
42
Old Mission Capital
Illinois
– -$358K -15,159 Closed
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
– -$323K -13,674 Closed
QCIG
44
Quad-Cities Investment Group
Iowa
– -$295K -12,463 Closed
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
– -$281K -11,886 Closed
4WM
46
4J Wealth Management
Virginia
– -$256K -10,841 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$255K -10,784 Closed
CA
48
Cetera Advisors
Colorado
– -$249K -10,545 Closed
LIM
49
Leavell Investment Management
Alabama
– -$235K -9,945 Closed
B
50
Bensler
Washington
– -$230K -9,749 Closed
1
2
3

IBHC Hedge Fund Activity: Q4 2023 in Review

1 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q4 2023, worth a combined $1.18M — down 99% from $106M a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of IBHC and 0 opened new positions — a net loss of 70 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $11.5M sold.

  • 1 institutional investor held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q4 2023, down from 71 in Q3 2023.
  • Funds reported $1.18M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q4 2023, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q4 2023 and 70 closed out, a net change of -70 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q4 2023 was Bank of America, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2023.